3 Embarcadero Center, Suite 1600
San Francisco, CA 94111
PHONE NUMBER: 415.433.5844
TOLL FREE: 800.880.9037
FAX NUMBER: 415.397.6639
Richard O. Vandenberg, Jr., Managing Director
Wealth Management Team:
Jack B. Caldwell, CFP®, Managing Director
Ryan Christine Coulson, Managing Director
Vicken Ekmekjian, CFA, Managing Director
Jennifer Man, CFA, Managing Director
Gail Baty, Senior Vice President
J. Bradford Craig, Senior Vice President
Chris D. Roman, CIC, Senior Vice President
Stacey L. Velez, CFP®, Senior Vice President
Tracie Nguyen, Vice President
Dewey Tieu, CFA, Vice President
Albert J. Huh, Associate Vice President
Miki Lemieux, Senior Associate
Daniel Skolochenko, Senior Vice President
Managing Director and
Business Development Officer
Senior Wealth Strategist
Senior Relationship Manager
Senior Vice President
Senior Client Service Manager
Business Development Coordinator
Associate Relationship Manager
Associate Vice President
Senior 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.
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For further assistance, please contact your Atlantic Trust client service team.