34901 Woodward Avenue
Birmingham, MI 48009
PHONE NUMBER: 248-566-4700
John Keegan, Managing Director
Wealth Management Team:
Bruce Beaumont, CFA, Managing Director
Kathleen M. Kalugar, Associate Managing Director
Amy Robson, Trust Administration Officer
Sharon Dischinger, Trust Assistant
Managing Director and
Regional Head, CIBC Bank USA
Fixed Income Portfolio Manager
Associate Managing Director
Trust Administration 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.
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For further assistance, please contact your Atlantic Trust client service team.