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401 Congress Avenue, Suite 2450 Austin, TX 78701
PHONE NUMBER: 512 651-7800
TOLL FREE: 866 514-3187
FAX NUMBER: 512 651-7810
Office Head:
Mark E. Frazier, CFA, Managing Director
Wealth Management Team:
Suzy V. Conley, Managing Director
John W. Winslow, CFA, Managing Director
Amie Hershberger, Vice President
LaVern Z. Peña, Vice President
Luke A. Peña, Senior Associate
These professionals also serve clients from this location:
Jennifer Normile, CFP®, Managing Director
David J. Moody, Senior Vice President
Mark E.
Frazier, CFA
Managing Director and
Office Head
Suzy V.
Conley
Managing Director
Senior Relationship Manager
John W.
Winslow
Amie
Hershberger
Vice President
Senior Client Service Manager
LaVern Z.
Peña
Client Service Manager
Luke A.
Senior Associate
Senior Client Analyst
Jennifer
Normile, CFP®
David J.
Moody
Senior Vice President
Business Development Officer
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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.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.
