July 27, 2017 1:20 PM 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

Phone:

212.259.3800

Fax:

212-259-3888

Key Executives for Atlantic Trust Advisors, Inc.

Chairman, and Chief Executive Officer
President and Chief Operating Officer
Managing Director and Director of Marketing and Strategic Priorities
Managing Director and Head of Delaware Office
Chief Financial Officer
Compensation as of Fiscal Year 2017.

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

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

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.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
July 7, 2017
Geneva Advisors, LLC
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
The Advertising Council, Inc. United States
Bertelsmann AG Europe
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Atlantic Trust Advisors, Inc., please visit --. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.