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2121 N. Pearl St., Suite 1230
Dallas, TX 75201
PHONE NUMBER: 214.743.8440 TOLL-FREE: 866 517-3400
Office Head:
Erin S. Dickes, Team Executive
Wealth Management Team:
Suzy V. Conley, Managing Director
Bruce L. Klein, CFA, Managing Director
Jennifer Normile, CFP®, Managing Director
John W. Winslow, CFA, Director of Insurance Platform Alliances
David J. Moody, Senior Vice President
Claire K. Hurley, Senior Associate
Erin S.
Dickes
Team Executive
Dallas
John W.
Winslow, CFA
Director of Insurance Platform Alliances
Suzy V.
Conley
Managing Director
Senior Relationship Manager
Bruce L.
Klein, CFA
Jennifer
Normile, CFP®
David J.
Moody
Senior Vice President
Business Development Officer
Claire K.
Hurley
Senior Associate
Client Service Manager
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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.
