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November 26, 2015 2:53 AM ET

Capital Markets

Company Overview of Atlantic Trust Advisors, Inc.

Company Overview

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

42nd Floor

New York, NY 10036

United States

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
Chief Financial Officer
Compensation as of Fiscal Year 2015.

Atlantic Trust Advisors, Inc. Key Developments

Atlantic Trust Expands into Florida; Appoints Brent Fykes as Head of the New Florida Office

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.

Atlantic Trust Announces Executive Appointments

Atlantic Trust announced that Josh Miller and Mark Kane have joined the firm's Boston office as managing director and senior vice president and business development officer, respectively. Miller and Kane joined on December 15. Josh and Mark bring a total of 15 years of valuable experience to the already strong core team of private wealth specialists in Boston. Miller brings more than 11 years of industry experience, which includes counseling high-net-worth individuals, corporate executives, closely held business owners and multinationals on sophisticated estate plan designs and strategies. He works directly with clients and their advisors to develop and implement charitable, estate and wealth transfer and management planning as part of Atlantic Trust's integrated wealth management process. In his role, Kane will work to foster new relationships with high-net-worth clients and to strengthen associations with key intermediaries in the northeast region. Previously, Mark was a Vice President at Bernstein Global Wealth Management where he provided asset allocation and wealth planning advice to high net worth individuals and families along with their trusts, estates, foundations, and endowments.

Atlantic Trust Announces Executive Changes

Atlantic Trust, the private wealth management division of CIBC in the US, has appointed three new relationship managers in New York, Houston and Atlanta offices. As part of the move, Kishore Setty has been appointed as senior vice president and relationship manager for New York office. The company has also appointed Daniel Carter as a senior vice president and senior relationship manager for Houston office. In their new role, Setty and Carter will be responsible for providing comprehensive portfolio and wealth management solutions for high-net-worth individuals, families, foundations and endowments. Furthermore, Giovanni Boccia has been appointed as vice president and associate relationship manager for Atlanta office. Boccia will be responsible for assisting the senior team with the development and execution of portfolio management, asset allocation, financial planning, and estate planning strategies.

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