401 Congress Avenue, Suite 2450
Austin, TX 78701
PHONE NUMBER: 512 651-7800
TOLL FREE: 866 514-3187
FAX NUMBER: 512 651-7810
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
Managing Director and
Senior Relationship Manager
Client Service Manager
Senior 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.