11 Greenway Plaza, Suite 2625
Houston, TX 77046
PHONE NUMBER: 832 941-5760
TOLL FREE: 866 216-7016
FAX NUMBER: 832 308-3128
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H. Scott Caven, Jr., Managing Director & Senior Relationship Manager
Bas Solleveld, Managing Director & Senior Relationship Manager
Wealth Management Team:
W. Brent Currier, Managing Director & Head of Growth Strategies, Texas
Krista R. Elizondo, Managing Director & Senior Relationship Manager
Michelle M. Hermann, Managing Director & Senior Relationship Manager
Elizabeth Nichols, Managing Director & Senior Wealth Strategist
Catherine L. Schnaubelt, Managing Director & Senior Wealth Strategist
J. Scot Tyson, Managing Director & Senior Relationship Manager
Daniel C. Carter, Senior Vice President & Senior Relationship Manager
Shannon F. Stites, Vice President & Senior Client Service Manager
Shannon Bass, Associate & Investment Analyst
Vashni T. Carter, Client Services Associate
Barnaby J.L. Leach, Associate & Client Analyst
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Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
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For further assistance, please contact your Atlantic Trust client service team.