Company Overview of Atlantic Trust Advisors, Inc.
Atlantic Trust Advisors, Inc. provides financial counseling, insurance counseling, tax planning, corporate trustee services, fiduciary services and trust administration, custody services, charitable giving, philanthropic advisory, and trust and estate planning services to its clients. The firm provides its services to individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. It manages separate client-focused portfolios. The firm invests in the public equity, fixed income, and alternative across the globe. It makes its equity investments in growth and value stocks of small-cap, ...
1177 Avenue of the Americas
New York, NY 10036
Founded in 1923
Key Executives for Atlantic Trust Advisors, Inc.
Chairman and Chief Executive Officer
President, Chief Operating Officer, Member of the Operating Committee, Member of the Asset Allocation Committee, and Member of Multi-Manager Investment Committee
Managing Director, Member of the Operating Committee, and Director of Marketing and Strategic Priorities
Managing Director and Head of Delaware Office
Compensation as of Fiscal Year 2016.
Atlantic Trust Advisors, Inc. Key Developments
Atlantic Trust Announces the Opening of New Office in Dallas, Texas, Atlantic Trust Grows to 14 Offices Nationally; Appoints John W. Winslow as Head of the Dallas Office
Jun 27 16
Atlantic Trust announced it 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. This vibrant wealth management market has been ranked number five in the top 10 North American billionaire cities, according to the 2014 Wealth-X and UBS Billionaire Census.
The company announced that 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 Relocates its Headquarters Office from Midtown Atlanta to the Buckhead
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.
Atlantic Trust Expands into Florida; Appoints Brent Fykes as Head of the New Florida Office
Apr 9 15
CIBC US private wealth management division, Atlantic Trust announced that it has opened an office in West Palm Beach as it expands into Florida.
The company announced that Managing director Brent Fykes serves as head of the new Florida office.
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