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3290 Northside Parkway NW, 7th Floor Atlanta, GA 30327
PHONE NUMBER: 404 881-3400
TOLL FREE: 866 517-3400
FAX NUMBER: 404 816-7143
OFFICE HEAD:
W. Scott Thompson III, CTFA, Managing Director
WEALTH MANAGEMENT TEAM:
Barry N. Berlin, CFA, Managing Director
Charles R. Hoke, CFA, Managing Director
Beth McRae Mayfield, Managing Director
Leah M. Caracheo, CTFA, Senior Vice President
Victoria "Tori" G. Hood, CTFA, Senior Vice President
Halsey O. Schreier, Senior Vice President
Sam A. Adams, Vice President
Giovanni Boccia, CFP® Vice President
Duncan M. Edwards, CFP® Vice President
Robert P. Gaudette, CTFA, Vice President
Whitacre Mansfield, Vice President
Brent L. Taylor, CFP®, Vice President
Katherine A. Simmons, CTFA, Associate Vice President
Daniel Blaustein CFP®, Senior Associate
Kelly D. Daniels, Senior Associate
Catherine M. Armstrong, Associate
PRIVATE BANKER:
Elizabeth Zielinski, Managing Director, CIBC Bank USA
FIRM LEADERS & Team Members:
John S. Markwalter Jr., CEO
Linda S. Beerman, Head of Wealth Strategies
Clint L. Ward, Chief Compliance Officer
Julia M. Beisel, Managing Director, Client Service Administration
Wayne K. DeWitt Jr., General Counsel
Carolyn C. Donnelly, Managing Director, Marketing & Strategic Priorities
Nooruddin Tharani, Senior Compliance Officer
Lenore W. Cusick, Director, Client & Employee Engagement
Snehal G. Vara, Director, Marketing & Communications
Matthew Mammola, Senior Specialist, Digital Marketing
Abigail R. Smith, Corporate Paralegal
Micaela L. Campbell, Specialist, Marketing & Communications
Kristy L. Daube, Specialist, Marketing & Communications
Emily M. Douglas, Senior Compliance Analyst
Page E. Hall, Specialist, Corporate Events
Jennifer L. Platte, Fiduciary Controls Consultant
Roza Rivanshokooh, Senior Compliance Specialist
Mary Sloane Stribling, Specialst, Corporate Events
Patce Dutcher, Senior Associate
Emily G. Wakefield, Associate, Account Administration
Aaronnia Willis, Associate, Account Administration
INVESTMENT TEAM:
Thomas A. Mantone, Head Equity Trader
Frances Boatwright, Senior Equity Trader
W. Scott
Thompson III
Managing Director and
Office Head
Barry N.
Berlin, CFA
Managing Director
Senior Relationship Manager
Charles R.
Hoke, CFA
Beth McRae
Mayfield
Senior Wealth Strategist
Leah M.
Caracheo, CTFA
Senior Vice President
Senior Client Service Manager
Victoria G.
Hood, CTFA
Halsey O.
Schreier
Sam A.
Adams
Vice President
Relationship Manager
Giovanni
Boccia, CFP®
Duncan M.
Edwards, CFP®
Robert P.
Gaudette, CTFA
Client Service Manager
Whitacre
Mansfield
Brent L.
Taylor, CFP®
Business Development Officer
Katherine A.
Simmons, CTFA
Associate Vice President
Daniel
Blaustein, CFP®
Senior Associate
Senior Client Analyst
Kelly D.
Daniels
Senior Client Service Associate
Catherine D.
Armstrong
Associate
Client Analyst
Elizabeth G.
Zielinski
Senior Private Banker, CIBC Bank USA
John S.
Markwalter, Jr.
Chief Executive Officer
CIBC Private Wealth Management
Linda S.
Beerman
Head of Wealth Strategies
Clint L.
Ward
Chief Compliance Officer
Julia M.
Beisel
Client Service Administration
Wayne K.
DeWitt
General Counsel
Carolyn C.
Donnelly
Marketing & Strategic Priorities
Nooruddin
Tharani
Director
Wealth Management AML Compliance
Lenore W.
Cusick
Director of Client and Employee Engagement
Snehal G.
Vara
Marketing & Communications
Matthew
Mammola
Senior Specialist
Digital Marketing
Abigail R.
Smith
Corporate Paralegal
Micaela L.
Campbell
Specialist
Kristy L.
Daube
Emily M.
Douglas
Senior Compliance Analyst
AML Compliance Officer
Page E.
Hall
Marketing Events Specialist
Jennifer L.
Platte
Fiduciary Controls Consultant
Roza
Rivanshokooh
Senior Compliance Specialist
Mary Sloane
Stribling
Corporate Events
Patce
Dutcher
Executive Assistant
Emily G.
Wakefield
Account Administration Associate
Aaronnia
Willis
Thomas A.
Mantone, Jr.
Head Equity Trader
Frances
Boatwright
Senior Equity Trader
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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.
