520 Newport Center Drive
Newport Beach, CA 92660
PHONE NUMBER: 949 660-0080
TOLL FREE: 888 773-8099
FAX NUMBER: 949 720-0042
Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director
Wealth Management Team:
Ryan Christine Coulson, Managing Director
Joseph C.J. Dempsey, CFA, Managing Director
Andrew J. Lang, CFA, Managing Director
Aaron M. Newland, CFP®, Managing Director
Wendy C. Chen, Senior Vice President
Patrick R. O'Day, CFA, CAIA, Senior Vice President
Adam E. Jeharajah, CFA, Associate Vice President
Martin I. Ortiz, Senior Associate
Courtney M. Columbro, Associate
Tommy A. Vu, Associate
Bernatz, CFP®, AEP®
Managing Director and
Senior Wealth Strategist
Senior Relationship Manager
Business Development Officer
Senior Vice President
O'Day, CFA, CAIA
Associate Relationship Manager
Senior Client Service Manager
Client Service Associate
Senior Client Analyst
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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.