firmmanagement
Continuity & Quality Service
The success of our relationship with you is determined ultimately by the people involved. Our collaborative team approach by tenured, credentialed professionals with expertise in all areas of wealth management is key to our high client satisfaction and retention.
We find that our clients want to keep it simple. So we provide you with one primary point of contact—a trusted advisor, known as a "senior relationship manager"—who is supported by a local team, as well as the dedicated and expansive resources of our entire firm.
Visit Meet Our Team to view biographies of professionals across our firm. Learn about our team approach by clicking on the arrow or the circles in the graphic below.
Firm Management—Includes the Executive Team, which sets the vision, direction and priorities of the firm and manages the business, as well as key functions that support business strategies, such as human resources, marketing, finance, accounting and audit
Legal, Compliance & Risk Management—Oversees the firm's fiduciary activities to ensure that actions are in accordance with policy and applicable regulatory requirements and that risks are appropriately mitigated
Operations & Technology—Develops and maintains technology to support client service teams and clients across the wealth management spectrum
Communicating with Atlantic Trust
You'll experience expertise, continuity and quality.
