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100 Saint Paul Street, Suite 700 Denver, CO 80206
PHONE NUMBER: 720 221-5000
TOLL FREE: 866 672-7449
FAX NUMBER: 303 296-0111
Office Head:
Richard A. Havey, CFA, Managing Director
Wealth Management Team:
Cary R. Chapman, CFA, Managing Director
Wanda G. Colburn, Managing Director
H. Arthur Graper, CFP®, Managing Director
J Kent Nossaman, Jr., Managing Director
Trevor J. Hancock, CFA, Senior Vice President
Lauren L. Culver, CFA, Vice President
Colleen K. Harvey, CFA, Vice President
Lauren A. Snee, Vice President
Amy DeMoranville, Associate Vice President
Kimberly A. Keaton, Associate Vice President
Kelly Ann Acres, Senior Associate
R. Justin Burns, Senior Associate
Rachel L. Merkel, Senior Associate
Tina M. Pluim, Senior Associate
Heaven L. Tapia, Senior Associate
Megan N. Balistrieri, Associate
Investment Team:
W. Brant Houston, CFA, Managing Director
Paul M. McPheeters, CFA, Managing Director
Lester P. Duke, CFA, Senior Vice President
Chris Linder, Senior Vice President
Lance Marr, CFA, Senior Vice President
Jerimiah Booream, CFA, Vice President
Miriam C. Rubinstein, Vice President
Sean D. Usechek, Vice President
Private Banking Team:
Vanessa Ringdahl, Managing Director, CIBC Bank USA
Richard A.
Havey, CFA
Managing Director and
Office Head
Cary R.
Chapman, CFA
Managing Director
Senior Relationship Manager
Wanda G.
Colburn
Senior Business Development Officer
H. Arthur
Graper, CFP®
J Kent
Nossaman, Jr.
Trevor J.
Hancock, CFA
Senior Vice President
Relationship Manager
Lauren L.
Culver, CFA
Vice President
Senior Client Service Manager
Colleen K.
Harvey, CFA
Lauren A.
Snee
Investment Controls Consultant
Amy
DeMoranville
Associate Vice President
Kimberly A.
Keaton
Client Service Manager
Kelly Ann
Acres
Senior Associate
Senior Client Service Associate
R. Justin
Burns
Rachel L.
Merkel
Tina M.
Pluim
Business Development Coordinator
Heaven L.
Tapia
Megan N.
Balistrieri
Associate
Business Administration Coordinator
W. Brant
Houston, CFA
Co-Manager, Disciplined Equity and Income Opportunities Strategies
Paul M.
McPheeters, CFA
Manager, Master Limited Partnerships
Lester P.
Duke, CFA
Senior Investment Analyst
Chris
Linder
Lance
Marr, CFA
Jerimiah
Booream, CFA
Investment Analyst
Miriam C.
Rubinstein
Investment Associate
Sean D.
Usechek
Vanessa
Ringdahl
Senior Private Banker, CIBC Bank USA
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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.
