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Team Atlanta Office Info

3290 Northside Parkway NW, 7th Floor
Atlanta, GA 30327


PHONE NUMBER: 404 881-3400

TOLL FREE: 866 517-3400

FAX NUMBER: 404 816-7143

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Team Atlanta Employees List


W. Scott Thompson III, CTFA, Managing Director & Southeast Regional Team Executive


Barry N. Berlin, CFA, Managing Director & Senior Relationship Manager

Charles R. Hoke, CFA, Managing Director & Senior Relationship Manager

Beth McRae Mayfield, Managing Director & Senior Wealth Strategist

Halsey O. Schreier, Managing Director & Senior Wealth Strategist

Elizabeth Zielinski, Managing Director & Market Manager

Leah M. Caracheo, CTFA, Senior Vice President & Family Office Executive

Victoria "Tori" G. Hood, CTFA, Senior Vice President & Senior Client Service Manager

Christopher E. Procise, Senior Vice President & Family Office Privately Held Investments Manager

Joe Wright, Vice President 

Sam A. Adams, Vice President & Relationship Manager

Giovanni Boccia, CFP®, Vice President & Relationship Manager

Duncan M. Edwards, CFP®, Vice President & Relationship Manager

Robert P. Gaudette, CTFAVice President & Client Service Manager

Whitacre Mansfield, Vice President & Senior Client Service Manager

Brent L. Taylor, CFP®, Vice President & Director, Foundations & Endowments

Katherine A. Simmons, CTFA, Associate Vice President & Client Service Manager

Daniel Blaustein, CFP®, Associate Vice President & Client Analyst

Kelly D. Daniels, Associate Vice President & Senior Client Service Associate

Catherine M. Armstrong, Associate & Client Analyst

Mary-Mac Hailey, Associate & Client Analyst

FIRM LEADERS & Team Members:

John S. Markwalter Jr., Chief Executive Officer

Linda S. Beerman, Head of Wealth Strategies

Jennifer L. Platte, Vice President

Julia M. Beisel, Executive Director, Business Transformation

Wayne K. DeWitt Jr., Managing Director & General Counsel

Carolyn C. Donnelly, Executive Director, Client Initiatives & Marketing

Lenore W. Cusick, Director, Strategic Priorities

Patce D. Crowley, Associate Vice President & Executive Assistant to Jack Markwalter

Abigail R. Smith, Corporate Paralegal

Emily M. Douglas, Senior Compliance Officer

Roza Rivanshokooh, Senior Compliance Specialist

Emily G. Wakefield, Senior Associate, Account Administration


Thomas A. Mantone, Head Equity Trader

Frances Boatwright, Managing Director, Wealth Trading