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
Office Heads:
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
Devin N. Dockery, Senior Associate
Gemma F. Woods, Senior Associate
Investment Team:
David L. Donabedian, CFA, Chief Investment Officer
Dee Ann
Schedler
Managing Director and
Office Co-Head
Steven W.
Smith
Kevin M.
Fearnow, CFP®
Managing Director
Business Development Officer
Bruce D.
Katz, CFP®
Director of Strategic Alliances
Kyle W.
Marotta, CFP®
Senior Vice President
Senior Relationship Manager
Indranie
Singh, CTFA
Senior Client Service Manager
Jason L.
Stoneman, CFA
Relationship Manager
Donna M.
Cole
Vice President
Shady
Jadali
Associate Relationship Manager
Damara R.
Jones
Soheila M.
Tari
Devin N.
Dockery
Senior Associate
Senior Client Analyst
Gemma F.
Woods
David L.
Donabedian, CFA
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.
