Senior Equity Trader Rebecca Babin appeared on Bloomberg TV's Surveillance Simulcast to discuss energy equities, as well as the oil and gas business (appearance at 39:30).
View on Bloomberg
We would especially like to thank our clients for the confidence they have placed in our firm, and thank our experienced team for their dedication in making our clients’ ambitions a reality.
Chief Investment Officer Dave Donabedian, CFA, appeared on the Bloomberg Businessweek podcast (appearance at 31:00).
Wealth Planning Blog
Halsey Schreier is a managing director and senior wealth strategist. He shares guidance on retirement and estate and financial planning services in his proactive planning blog series on Forbes. Read more
"Five Ways To Build Flexibility Into Your Gift Planning"
Senior Wealth Strategist Theresa Marx shares gift planning considerations you may wish to consider to take advantage of high transfer tax exemptions. Read more
Wharton Business Radio
"Jack Markwalter on Mastering Innovation"
Chief Executive Officer of CIBC Private Wealth, U.S., Jack Markwalter appeared on Mastering Innovation, powered by Wharton Business Radio. Listen (27:39)
"Women And Wealth: Being Proactive During Times of Uncertainty And Volatility"
Senior Wealth Strategist Beth Mayfield shares how financial uncertainty and volatility caused by the COVID-19 pandemic highlight why women need to be prepared and proactive when it comes to their finances. Read more
* Required fields
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.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.