100 International Drive, 23rd Floor
Baltimore, MD 21202
1201 F Street NW, Suite 900
Washington, D.C. 20004
PHONE NUMBER: 202.783.4144
TOLL FREE: 866.644.4144
FAX NUMBER: 202.737.5487
Dee Ann Schedler, Managing Director
Steven W. Smith, Managing Director
Wealth Management Team:
Kevin M. Fearnow, CFP®, Managing Director
Bruce D. Katz, CFP®, Director of Strategic Alliances
Kyle W. Marotta, CFP®, Senior Vice President
Indranie Singh, CTFA, Senior Vice President
Jason L. Stoneman, CFA, Senior Vice President
Donna M. Cole, Vice President
Shady Jadali, Vice President
Damara R. Jones, Vice President
Soheila M. Tari, Vice President
Gemma F. Woods, Senior Associate
David L. Donabedian, CFA, Chief Investment Officer
Managing Director and
Business Development Officer
Director of Strategic Alliances
Senior Vice President
Senior Relationship Manager
Senior Client Service Manager
Associate Relationship Manager
Chief Investment Officer
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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.