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John S. "Jack" Markwalter Jr. | Chief Executive Officer
Gabrielle D. Bailey | Chief Fiduciary Officer
Linda S. Beerman | Head of Wealth Strategies
Julia M. Beisel | Executive Director of Business Transformation
Robert C. Bridges | Managing Director and Portfolio Manager, Equities
Gregory B. Campbell | Chief Compliance Officer
Wayne K. DeWitt, Jr. | General Counsel
David L. Donabedian, CFA | Chief Investment Officer
Carolyn C. Donnelly | Director of Marketing and Strategic Priorities
Lisa M. Garcia | Chief Risk Officer
John P. Huber | Managing Director and Portfolio Manager, Equities
Bruce D. Katz, CFP® | Director of Strategic Alliances
Kenneth J. Kozanda | Managing Director of Middle Market M&A
Timothy J. Majer | Director of Business Management
Paul M. McPheeters, CFA | Lead Manager, Master Limited Partnerships
William Norris | Chief Investment Officer, CIBC Bank USA
Eric B. Propper, CFA | President
Sidney F. Queler | Chief Growth Officer
Daniel E. Sullivan, Jr. | Head of Private Banking, CIBC Bank USA
Diana K. Vasquez | Chief Process and Controls Officer
Scott Wilson | Chief Operating Officer
National & Office Leadership
Rob Coulton | National Director of Practice Management
Amit Dhawan, CFA | Head of Digital Client Interface
Christopher Quinn | Co-Executive Director of CIBC Family Office
Kishore Setty, CFA | Mid-Atlantic Regional Team Executive
W. Scott Thompson III, CTFA | Southeast Regional Team Executive & Co-Executive Director of CIBC Family Office
John W. Winslow | Director of Insurance Platform Alliances
Kimberly Dwan Bernatz, CFP®, AEP ® | Newport Beach
H. Scott Caven, Jr. | Houston
Erin S. Dickes | Dallas
Mark E. Frazier, CFA | Austin
Brent Fykes, CFA, CFP® | Florida
Dick A. Havey, CFA | Denver
Jon E. Henderson, CFA, CIC | Chicago
Jonathan K. Kadish, CFP®, ChFC® | West Palm Beach
John Keegan, CFP® | Central U.S
Marc Keller | New York
Kenneth G. Pollard, CFA | Chicago
Thomas N. Riley, CFA | Boston
Dee Ann Schedler | Washington, D.C. and Wilmington
Steven W. Smith | Washington, D.C.
Bas Solleveld | Houston
Jeffrey S. Thomas | Boston
Richard O. Vandenberg, Jr. | San Francisco
Chris Williams | St. Louis
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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.