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.
President and Chief Operating Officer
Vice Chairman and Managing Director of Boston
Senior Vice President and Business Development Officer
Compensation as of Fiscal Year 2012.
Atlantic Trust Company, N.A. Key Developments
Atlantic Trust Company, N.A. Appoints Jennifer M. Kane as Senior Vice President
May 9 13
Atlantic Trust Company, N.A. announced that Jennifer M. Kane has joined the firm's Houston office as a senior vice president and relationship manager. Jennifer brings more than 12 years of industry experience, joining from Front Barnett Associates, where she served as a lead portfolio manager and member of the firm's investment committee. In that role, she evaluated client investment objectives, conveyed investment strategies and maintained client relationships. Previously, Jennifer was a junior portfolio manager and portfolio analyst with Atlantic Trust's Chicago office and a portfolio analyst with Fayez Sarofim & Company in Houston.
Catherine L. Schnaubelt Joins Atlantic Trust Company, N.A.'s Houston Office as Senior Vice President and Senior Wealth Strategist
Apr 23 13
Atlantic Trust Company, N.A. announced that Catherine L. Schnaubelt has joined the firm's Houston office as a senior vice president and senior wealth strategist. Cathy brings more than 30 years of experience in private estate and tax law practice, most recently with Strasburger & Price, LLP, and in wealth planning from Abbot Downing. Schnaubelt joins Atlantic Trust from Wells Fargo's ultra-high net worth family wealth division, Abbot Downing, where she was director. Previously, she was a partner with Strasburger & Price, LLP, and a principal for the management consulting business within Avatar Associates, LLC. Prior to Avatar, Schnaubelt was a partner with Woodard, Hall & Primm, PC. She began her career as a family office controller with Axel Johnson E&P Corp. Schnaubelt is a member of the Real Estate, Probate and Estate Section of the State Bar of Texas, the Probate and Estate Section of the Houston Bar Association, the Houston Estate and Financial Forum, and Attorneys in Tax and Probate. She earned a Bachelor of Business Administration with a concentration in accounting from Texas A&M University and a Juris Doctorate, magna cum laude, from South Texas College of Law.
Atlantic Trust Company, N.A. Appoints Denise C. Whennen as Senior Vice President and Business Development Officer in Chicago
Mar 20 13
Atlantic Trust Company, N.A. brought in Denise C. Whennen in Chicago as a senior vice president and business development officer. She was a vice president and business development officer with RMB Capital Management. Previously, Whennen was a vice president and financial adviser with Bernstein Wealth Management.
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