View all offices »
View our local team »
1 South Wacker Drive, Suite 3500
Chicago, IL 60606
Joseph Waldvogel, CFP®, CAIA®
Joseph Waldvogel is a relationship manager with 8 years of industry experience. Joseph is responsible for providing comprehensive wealth management solutions to high net worth clients, including the implementation and execution of portfolio management, asset allocation, financial planning, and estate planning strategies.
Prior to joining the firm in 2011, Joseph worked in a research and development capacity for an international food manufacturer.
Joseph earned a Bachelor of Science from the University of Illinois at Chicago. He earned a Master of Business Administration with concentrations in finance and financial analysis and graduated with distinction from DePaul University's KellstadtGraduate School of Business. Joseph currently holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Alternative Investment Analyst certifications.
* Required fields
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.