2121 N. Pearl St., Suite 1230
Dallas, TX 75201
PHONE NUMBER: 214.743.8440
TOLL-FREE: 866 517-3400
Erin S. Dickes, Team Executive
Wealth Management Team:
Suzy V. Conley, Managing Director
Bruce L. Klein, CFA, Managing Director
Elizabeth Nichols, 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
Director of Insurance Platform Alliances
Senior Relationship Manager
Senior Wealth Strategist
Senior Vice President
Business Development Officer
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.
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For further assistance, please contact your Atlantic Trust client service team.