Atlantic Trust Adds Experienced Wealth Strategist to Boston Team

       Atlantic Trust Adds Experienced Wealth Strategist to Boston Team

Elizabeth M. Connelly joins Atlantic Trust to expand the firm's wealth
planning capabilities in the Northeast

PR Newswire

ATLANTA, Oct. 22, 2013

ATLANTA, Oct. 22, 2013 /PRNewswire/ --Atlantic Trust today announced that
Elizabeth M. "Liza" Connelly has joined the firm's Boston office as a vice
president and wealth strategist.


"The addition of Liza to our Wealth Strategies Group is an important step in
our ongoing commitment to hire experienced, dedicated professionals to provide
integrated tax, trust, estate and philanthropic planning," said Jack
Markwalter, chairman and CEO for Atlantic Trust. "As Atlantic Trust continues
to grow, we remain laser-focused on creating the best possible client
experience. Our people are the key to this effort."

Atlantic Trust's Boston office is home to 20 relationship managers and has
more than $5.7 billion in assets under management (as of September 30, 2013).
The addition of Connelly allows Atlantic Trust to better serve its existing
client base and broaden relationships with many of the premier law firms in
the Northeast that use and will consider Atlantic Trust as a trustee and
wealth manager for their clients.

"When clients or prospective clients can sit down with someone who understands
their challenges and goals, the result is a better plan for integrating the
various aspects of their financial lives," said Linda Beerman, chief fiduciary
officer and head of Atlantic Trust's Wealth Strategies Group. "We believe
access to tenured wealth planning professionals is critical for our

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. She
has a niche area of pet trust planning and worked extensively on the
Massachusetts pet trust statute. Liza is an active member and has served on
various committees for the Boston Estate Planning Council and is a member of
the board of overseers at the Massachusetts Society for the Prevention of
Cruelty to Animals. She is also on the executive committee of the Trusts &
Estates Consortium in Boston and on the alumni council for Dedham Country Day
School. Liza received her Juris Doctorate from Suffolk University, her LL.M.
in taxation from Boston University and a Bachelor of Arts from Miami
University. She is a member of the State Bar of Massachusetts. Liza enjoys
travelling to Africa with her husband, running and tennis.

About Atlantic Trust
Atlantic Trust is one of the nation's leading private wealth management firms,
offering integrated wealth management for high net worth individuals,
families, foundations and endowments. The firm considers clients' financial,
trust, estate planning and philanthropic needs in developing customized asset
allocation and investment management solutions. Experienced professionals
deliver a broad range of solutions, including proprietary investment offerings
and a robust open architecture platform of traditional and alternative
managers. Atlantic Trust operates in 12 full-service locations throughout the
U.S. With $22.8 billion in assets under management (as of September 30, 2013),
Atlantic Trust is the private wealth management division of Invesco Ltd.
(NYSE: IVZ). For more information, visit

About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm,
dedicated to helping investors worldwide achieve their financial objectives.
By delivering the combined power of our distinctive investment management
capabilities, Invesco provides a wide range of investment strategies and
vehicles to our retail, institutional and high net worth clients around the
world. Operating in more than 20 countries, the firm is listed on the New York
Stock Exchange under the symbol IVZ. Additional information is available at

SOURCE Atlantic Trust

Contact: Bill Hensel, Invesco Director of Media Relations, (404) 479-2886,, or Carolyn Donnelly, Atlantic Trust Director of
Marketing, (404) 881-3417,
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