Company Overview of Atlantic Trust Company, N.A.
Atlantic Trust Company, N.A., a private wealth management company, provides integrated wealth management services for high net worth individuals, families, foundations, and endowments. The company considers clients’ financial, trust, estate planning, and philanthropic needs in developing customized asset allocation and investment management solutions. It offers investment management services, including investment selection, internal strategies, manager access, and alternative investment; and wealth advisory services, including fiduciary, stable, flexible trustee, planning resource, family advisor, and philanthropic legacy. The company was founded in 1923 and is based in Boston, Massachusetts...
100 Federal Street
Boston, MA 02110-1802
Founded in 1923
Key Executives for Atlantic Trust Company, N.A.
Chairman and Chief Executive Officer
President and Chief Operating Officer
Vice Chairman and Managing Director of Boston
Senior Vice President and Business Development Officer
Managing Director of Wealth Management at Atlanta
Compensation as of Fiscal Year 2013.
Atlantic Trust Company, N.A. Key Developments
Atlantic Trust Names John C. Tennaro as Vice President and Senior Investment Analyst
Jan 15 14
Atlantic Trust announced that John C. Tennaro has joined the firm as vice president and senior investment analyst. In this role, Tennaro is responsible for external investment manager due diligence and selection within the traditional investments team of Atlantic Trust's Multi-Manager Investment Program (MMIP). Joining Atlantic Trust's Boston office, Tennaro brings more than 15 years of industry experience to the firm. Previously, he worked at Commonwealth Financial Network and New England Pension Consultants.
Atlantic Trust Announces AUM and Cash Flow Results for the Third Quarter and Nine Months Ended September 30, 2013
Nov 12 13
Atlantic Trust announced AUM and cash flow results for the third quarter and nine months ended September 30, 2013. For the third quarter, the company reported AUM of $22.8 billion represents a 12.3% increase since year-end 2012 ($20.3 billion).
The company reported net client cash flows year-to-date through September 30, 2013 of $1.4 billion.
Atlantic Trust Appoints Elizabeth M. Connelly as Vice President and Wealth Strategist at Boston Office
Oct 22 13
Atlantic Trust announced that Elizabeth M. "Liza" Connelly has joined the firm's Boston office as a vice president and wealth strategist. Connelly joins Atlantic Trust from the Trusts & Estates Department of Rackemann, Sawyer & Brewster, P.C., where she focused on estate planning, estate administration, trust administration and tax work for her clients. Liza previously served as an associate in Personal Client Service at Deutsch Williams Brooks DeRensis & Holland, P.C., in Boston and worked in offshore relationship management and marketing at Brown Brothers Harriman & Co.
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