100 North Tampa Street, Suite 1645
Tampa, FL 33602
PHONE NUMBER: 813-499-0205
Jonathan K. Kadish, CFP®, ChFC®, Managing Director
Wealth Management Team:
Primary local contact:
Bradley Fincher, Managing Director
These professionals also serve clients from this location:
Brent Fykes, CFA, CFP®, Head of Growth Strategy
Michael E. Mortell, CFP®, Managing Director
Randy M. Joseph, Senior Vice President
Keith R. Malooley, CFP®, CFA, Senior Vice President
Kathleen A. Birmingham, Vice President
Halsey O. Schreier, Senior Vice President
Danielle D. Wallace, Senior Associate
Kadish, CFP®, ChFC®
Fykes, CFA, CFP®
Head of Growth Strategy
Senior Relationship Manager
Senior Vice President
Malooley, CFP®, CFA
Senior Wealth Strategist
Senior Client Service Manager
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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.