520 Newport Center Drive
Newport Beach, CA 92660
PHONE NUMBER: 949-660-0080
TOLL FREE: 888-773-8099
FAX NUMBER: 949-720-0042
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Kimberly Dwan Bernatz, CFP®, AEP®, Managing Director & Office Head
Wealth Management Team:
Ryan Christine Coulson, Managing Director & Senior Wealth Strategist
Michael Cklamovski, Managing Director & Market Manager
Joseph C.J. Dempsey, CFA, Managing Director & Senior Relationship Manager
Andrew J. Lang, CFA, Managing Director & Senior Relationship Manager
Aaron M. Newland, CFP®, Managing Director
Wendy C. Chen, Senior Vice President & Relationship Manager
Patrick R. O'Day, CFA, CAIA, Senior Vice President & Senior Relationship Manager
Adam E. Jeharajah, CFA, Vice President & Associate Relationship Manager
Courtney M. Columbro, Senior Associate & Senior Client Service Associate
Martin I. Ortiz, Senior Associate & Senior Client Service Manager
Tommy A. Vu, CFA, Senior Associate & Senior Client Anaylst
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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.
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For further assistance, please contact your Atlantic Trust client service team.