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 2016.
Atlantic Trust Company, N.A. Key Developments
Atlantic Trust Opens New Office in Dallas; John W. Winslow to Serve as Head of the Dallas Office
Jun 27 16
Atlantic Trust has increased the firm's national reach with the opening of its Dallas office, the firm's 14th location. This strategic expansion builds upon the firm's success in Texas with its established Houston and Austin offices. The new office is located at 100 Crescent Court in uptown Dallas.
Managing Director John W. Winslow, CFA, will serve as head of the Dallas office. Winslow has more than 25 years of industry experience working with clients to provide holistic wealth management solutions to suit their individual needs.
Atlantic Trust Company, N.A. Relocates Headquarters
Mar 9 16
Atlantic Trust Co. NA relocated its headquarters from midtown Atlanta to the city's Buckhead neighborhood. It moved its headquarters to The Forum at 3290 Northside Parkway, which provides room for growth as the firm looks to expand its presence in the Southeast region.
Atlantic Trust Relocates Headquarters; Announces Executive Changes
Mar 8 16
Atlantic Trust announced that it has relocated its headquarters office from Midtown Atlanta to the city's Buckhead neighborhood. The new headquarters office in Buckhead is located at The Forum at 3290 Northside Parkway, which provides room for growth as the firm looks to expand its presence in the Southeast region. Barry N. Berlin, CFA, and W. Scott Thompson III, managing directors and co-heads of the Atlanta office, says the firm chose the Buckhead neighborhood because of the convenience and accessibility for both clients and employees.
The firm also announced the addition of three senior hires: Carly E. Howard, senior vice president and senior wealth strategist (Atlanta); Bret A. Farris, CFP, CIMA, senior vice president and business development officer (Chicago); and Bradley Fincher, senior vice president and business development officer (Florida). Carly Howard joins the Atlanta team with 10 years of industry experience. Previously, she worked in BB&T Wealth's Professional and Executive Advisory Group in Charlotte, North Carolina, providing customized wealth management services for executives and business owners with a focus on fiduciary issues related to executive compensation. Bret Farris joins the Chicago office with more than 16 years of industry experience. Prior to joining Atlantic Trust, he was a senior client advisor at BMO Private Bank, where he served as a business development and lead relationship manager focused on client retention and new client acquisition, and led a team of subject matter experts to coordinate and execute personalized solutions for clients and prospects. Bradley Fincher represents Atlantic Trust in the firm's West Palm Beach office and has more than 16 years of industry experience. Prior to joining Atlantic Trust, Fincher was a vice president at Bernstein Private Wealth Management, where he provided clients guidance on various investment, wealth transfer, tax planning, and philanthropic strategies.
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