Wealth Strategies Group
Our team of wealth specialists includes nonpracticing lawyers, accountants and financial planners, giving us the expertise to help with all aspects of wealth management, from ensuring current liquidity needs to managing risk and shaping an individual's legacy. To learn more, please see Wealth Strategies.
Linda S. Beerman, Head of Wealth Strategies
Ryan Christine Coulson, Managing Director
Joshua S. Miller, CFP®, Managing Director
Rebecca W. Milliman, Managing Director
Judith A. Saxe, AEP®, Director of Research and Education
Catherine L. Schnaubelt, Managing Director
Theresa M.H. Marx, Senior Vice President
Halsey O. Schreier, Senior Vice President
Michelle M. Lum, Senior Associate
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
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.
For further assistance, please contact your Atlantic Trust client service team.