777 South Flagler Drive, Suite 800W West Palm Beach, FL 33401
PHONE NUMBER: 561.515.6043
FAX NUMBER: 844.238.1950
Office Heads:
Brent Fykes, CFA, CFP®, Managing Director
Wealth Management Team:
Bruce D. Katz, CFP®, Director of Strategic Alliances
Robert P. McNeill, CIC, Executive Vice President
Bradley Fincher, Senior Vice President
Karolina Bednarska, Vice President
Kathleen A Birmingham, Vice President
Nicole Stelzer, Vice President
Danielle D. Wallace, Senior Associate
Brent
Fykes, CFA, CFP®
Managing Director and
Office Head
Bruce D.
Katz, CFP®
Managing Director
Director of Strategic Alliances
Robert P.
McNeill, CIC
Executive Vice President
Business Development Officer
Bradley
Fincher
Senior Vice President
Karolina
Bednarska
Vice President
Kathleen A.
Birmingham
Relationship Manager
Nicole
Stelzer
Associate Relationship Manager
Danielle D.
Wallace
Senior Associate
Senior Client Service Manager
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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.
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For further assistance, please contact your Atlantic Trust client service team.
