11 Greenway Plaza, Suite 2625
Houston, TX 77046
PHONE NUMBER: 832 941-5760
TOLL FREE: 866 216-7016
FAX NUMBER: 832 308-3128
H. Scott Caven, Jr., Managing Director
Bas Solleveld, Managing Director
Wealth Management Team:
W. Brent Currier, Managing Director
Michelle M. Hermann, Managing Director
Catherine L. Schnaubelt, Managing Director
J. Scot Tyson, Managing Director
Daniel C. Carter, Senior Vice President
Krista R. Elizondo, Senior Vice President
Shannon F. Stites, Vice President
Shannon Bass, Associate
Vashni T. Carter, Associate
Barnaby J.L. Leach, Associate
Managing Director and
Head of Growth Strategies in Texas
Senior Relationship Manager
Senior Wealth Strategist
Senior Vice President
Senior Client Service Manager
Client Service Associate
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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.