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525 Okeechobee Blvd. Suite 1630 West Palm Beach, FL 33401
PHONE NUMBER: 561.461.5150
FAX NUMBER: 844.238.1950
OFFICE HEAD:
Jonathan K. Kadish, CFP®, ChFC® Managing Director
WEALTH MANAGEMENT TEAM:
Local team:
Brent Fykes, CFA, CFP®, Head of Growth Strategy
Karolina Bednarska, Vice President
Danielle D. Wallace, Senior Associate
These professionals also serve clients from this location:
Bradley Fincher, Managing Director
Michael E. Mortell, CFP®, Managing Director
J. Scot Tyson, Managing Director
Bruce D. Katz, CFP®, Director of Strategic Alliances
Robert P. McNeill, CIC, Executive Vice President
Halsey O. Schreier, Senior Vice President
Kathleen A. Birmingham, Vice President
Jonathan K.
Kadish, CFP®, ChFC®
Managing Director and
Office Head
Brent
Fykes, CFA, CFP®
Managing Director
Head of Growth Strategy
Bruce D.
Katz, CFP®
Director of Strategic Alliances
Robert P.
McNeill, CIC
Executive Vice President
Business Development Officer
Bradley
Fincher
Michael E
Mortell, CFP®
Senior Relationship Manager
J. Scot
Tyson
Halsey O.
Schreier
Senior Vice President
Senior Wealth Strategist
Karolina
Bednarska
Vice President
Kathleen A.
Birmingham
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.
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.
