12.05.2016: Atlantic Trust expands San Francisco team, providing additional wealth counseling services to affluent clients (PDF)
Dewey Tieu has joined the firm’s San Francisco office as vice president and associate relationship manager.
09.30.2016: Atlantic Trust expands team in West Palm Beach (PDF)
Karolina K. Bednarska and Nicole M. Stelzer have joined the firm’s West Palm Beach office as vice presidents. Bednarska will support the firm’s business development activities and Stelzer will serve as an associate relationship manager.
07.06.2016: Atlantic Trust’s Gabrielle Bailey named one of the 50 most influential women in private wealth management (PDF)
Atlantic Trust Chief Fiduciary Officer Gabrielle D. “Gaby” Bailey has been named one of the “50 Most Influential Women in Private Wealth” in the United States by Private Asset Management (PAM) magazine.
06.27.2016: With the opening of a new office in Dallas, Texas, Atlantic Trust grows to 14 offices nationally (PDF)
Atlantic Trust has increased the firm’s national reach with the opening of its Dallas office, the firm’s 14th location.
06.13.2016: Atlantic Trust relocates growing Newport Beach office (PDF)
Atlantic Trust has moved its Newport Beach office from MacArthur Court to the city’s Fashion Island shopping area.
03.23.2016: Atlantic Trust Receives National Recognition at 2016 Family Wealth Report Awards (PDF)
Atlantic Trust received two awards at the 2016 Family Wealth Report awards ceremony held on March 10 in New York. The firm was also highly commended in a third category.
03.21.2016: Atlantic Trust Announces New Chief Fiduciary Officer and Wealth Strategies Group Leadership (PDF)
Atlantic Trust has announced that Paulina Mejia, Gabrielle D. Bailey and Judith A. Saxe have assumed expanded leadership roles within the firm's Wealth Strategies Group as Linda S. Beerman transitions toward retirement.
03.08.2016: Atlantic Trust Relocates Atlanta Headquarters; Announces Hires in Atlanta, Chicago and West Palm Beach (PDF)
Atlantic Trust has relocated its headquarters office from Midtown Atlanta to the city’s Buckhead neighborhood. The firm also announced the addition of three senior hires.
02.25.2016: Atlantic Trust Named Best Private Wealth Manager by Private Asset Management magazine. (PDF)
Atlantic Trust has been recognized by Private Asset Management (PAM), a leading financial services industry trade publication, as Best Private Wealth Manager—Overall. Eight firms were shortlisted for this award.
01.28.2016: Atlantic Trust’s Judith Saxe Joins National Association of Estate Planners and Councils’ Board of Directors. (PDF)
Saxe joins the NAEPC board following her 10-year tenure as a director of the Boston Estate Planning Council and most recently its president for the 2013-14 term.
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