Homer S. Bhullar
Senior Associate
Homer Bhullar is a financial analyst in the Austin office
with a broad range of responsibilities, including the daily
monitoring of client portfolios and the quarterly preparation
of customized, consolidated client performance reports.
Most recently, Homer worked in the proprietary trading group
of Madison Trading in New York, where he implemented trading
strategies while also researching global macroeconomic trends
affecting the value of U.S. investment assets. Homer earned
a Bachelor of Arts in economics with honors from the University
of Texas at Austin. He is currently a Level III candidate
to receive his CFA® designation.
Suzy V. Conley
Senior Vice President
Suzy Conley is a relationship manager in the Austin office,
where she works directly with client families and their
related interests to achieve their wealth management objectives.
Her responsibilities include helping clients integrate their
asset allocation and investment strategies with their tax,
estate, and charitable giving strategies. Suzy has particular
expertise in risk management and in advising entrepreneurs
on their concentrated equity holdings. Prior to joining
Atlantic Trust, Suzy served as assistant director of principal
gifts for Stanford University’s Office of Development.
From 1998 to 2003, she was an investment advisor with Morgan
Stanley Private Wealth Management in San Francisco. Suzy
began her career at Goldman Sachs & Co., where she worked
as a financial analyst in the Investment Banking Division
in New York and Los Angeles. Suzy earned a Master of Business
Administration from Stanford University Graduate School
of Business, and a Bachelor of Arts in political science
and economics cum laude from Colgate University.
LaVern Z. Pena
Senior Associate
LaVern Pena is a client service manager responsible for
the opening and ongoing daily account administration for
the Austin office. LaVern joined Atlantic Trust in 2004,
bringing many years of experience administering personal
trusts and investment management accounts. Prior to joining
Atlantic Trust, she was an assistant vice president at Wells
Fargo Private Client Services and held positions as a trust
officer and new accounts trust team manager. She began her
career in financial management in 1996, when she joined
the team at Frost Financial Management. LaVern earned a
Bachelor of Arts in business administration and management
cum laude from St. Edward’s University in Austin, Texas.
S. Mark Powell
Managing Director
Mark Powell heads our Austin office and has been instrumental
in establishing our presence in Texas since he joined the
firm in 2002. In addition to his regional development responsibilities,
Mark works to deliver to clients the pooled expertise of
our dedicated interdisciplinary team of advisors. He has
more than 20 years of experience in economic analysis and
the securities markets, with specific expertise in fixed
income portfolio management. Mark is an Invesco senior director
and a member of the Invesco Leadership Group. Before joining
Atlantic Trust, Mark was most recently a managing director
with Morgan Keegan & Company. In this role, he led Morgan’s
asset management efforts in Texas, including the acquisition
of Hester Capital Management in 1997. Earlier in his career,
Mark developed investment policy and strategy for clients
of Capitol Securities, a regional institutional fixed income
brokerage firm headquartered in Austin. As a partner at
Capitol, he was instrumental in leading the firm’s
expansion into new products, services, and markets, which
ultimately led to its acquisition by Morgan Keegan in 1993.
Mark is actively involved with numerous charitable organizations
including Children’s Medical Center (Leadership Committee);
YMCA of Austin (past treasurer); the Medical Institute (Development
Council); MM Foundation (trustee); and Young Life (chairman,
Greater Austin Development Board). He earned a Bachelor
of Arts in economics from Baylor University in 1981.
