Patricia A. Bannan, CFA
Managing Director
Patricia Bannan is a senior portfolio manager and an Invesco
director responsible for co-managing the Large Core Growth
portfolio. Prior to joining Atlantic Trust in 2007, Patricia
was with Evergreen Investments, where she managed large
core portfolios for the mutual fund and wealth channels
and was head of the large cap core growth team. She began
her career in 1982 at Phoenix Investment Counsel, where
she served in analytical, portfolio management, and leadership
roles. Her experience has been centered on the analysis
and portfolio management of large cap quality companies
serving the mutual fund, institutional, and wealth management
arenas. She has also held senior portfolio management positions
at Prudential Investments and CGU Investments. Patricia
graduated from the Whittemore School of Business and Economics
at the University of New Hampshire with a Bachelor of Science
in business administration with an economics concentration.
In addition, she holds the CFA® designation.
Kimberly A. Benjaminsen
Senior Vice President
Kimberly is a relationship manager and an Invesco director
with over 16 years of experience in the trust and investment
management industry. In this role, her primary focus is
on providing comprehensive client service and fiduciary
oversight of personal accounts, foundations, and trusts.
In addition, Kimberly supports several senior relationship
managers on some of our more complex family relationships.
Kimberly began her career at State Street Bank & Trust
Company, where she was a trust officer and portfolio manager.
In this role, she was responsible for the investment management
and trust administration for investment management accounts,
trusts and IRA accounts. Most recently, Kimberly was an
associate vice president at Eastern Bank & Trust Company.
She earned a Bachelor of Science from Brigham Young University
and is a graduate of the New England School of Banking at
Williams College. She is currently enrolled in the College
for Financial Planning and is pursuing the Certified Financial
Planner designation. Kimberly is a member of the Boston
Estate Planning Council, where she serves on the membership
committee.
Edward C. Bunn (Ted)
Managing Director
Ted Bunn is a relationship manager and an Invesco director
in the Boston office. In this role, his primary focus is
comprehensive client service and fiduciary oversight of
individual trusts, foundations, and endowments. Prior to
joining Atlantic Trust, Ted served as head of the personal
trust administration group at Scudder Trust Company. He
began his career as a trust officer and associate trust
counsel at State Street Bank and Trust Company. He graduated
with honors from Connecticut State University and earned
a Juris Doctorate from Suffolk University Law School.
Sharon E. Cohen, CFP®
Managing Director
Sharon Cohen joined the firm in 1993 and is a senior client
relationship manager and an Invesco director. In this capacity,
Sharon advises clients on topics ranging from portfolio
asset allocation to the coordination of sophisticated estate
and charitable planning strategies with investment objectives.
She works closely with each client’s outside advisors
and oversees the allocation to, and review of, third-party
managers as well. Sharon is a CFP™ professional and
is a member of the Financial Planning Association. She also
serves on the advisory board to the Commonwealth Institute.
A graduate of the University of Delaware with a master’s
degree in taxation from Villanova University Law School,
Sharon began her career as a financial analyst with Wilmington
Trust Company in Wilmington, Delaware.
James A. Cosentino, CFA
Senior Vice President
Jamie Cosentino is an investment analyst focusing on the
financial services industry. He also is an Invesco director.
Prior to joining the investment team in 1999, Jamie was
a member of Atlantic Trust’s Client Strategies Group,
where he served as a strategic analyst focusing on various
wealth management issues, including asset allocation, portfolio
modeling, and estate planning. Jamie’s experience in
the field of financial planning complements his ability
to perform in-depth analytical investment research. Jamie
graduated magna cum laude from Boston College with a Bachelor
of Science in finance and also holds the CFA® designation.
Alan Fields
Managing Director
Alan Fields is a senior portfolio and client relationship
manager responsible for helping individuals, families, foundations,
and endowments define their financial and investment goals
and implement strategies to reach them. He is an Invesco
senior director and a member of the Invesco Leadership Group.
Most recently, Alan served as chairman of the private client
group at Harbor Capital Management, a company he founded
in 1979. Previously, he served as an officer and portfolio
manager with Phoenix Investment Counsel of Boston. Prior
to joining Phoenix, Alan was a portfolio manager with Hornblower
Asset Management. He began his career as a research analyst
with Manufacturers Hanover Trust Company. Alan is an active
member of the Boston Community, where he is director of
the Josiah W. Hayden Recreational Centre, trustee of the
Town of Lexington Retirement Fund, and chairman of the trustees
of Public Trusts in Lexington. Additionally, Alan is a member
of the Boston Committee on Foreign Relations and serves
on the investment committees of Wellesley College, the Combined
Jewish Philanthropies and the Town of Lexington Pension
Fund. Alan also is a member of Atlantic Trust’s Asset
Allocation Committee, as well as the firm’s Multi-Manager
Investment Team. He received a Bachelor of Arts and a Master
of Business Administration from the University of North
Carolina, Chapel Hill, where he currently serves as a director
of the UNC-Chapel Hill Center for Jewish Studies and member
of the Board of Visitors.
Lizabeth P.
Fisher
Senior Vice President
Lizabeth P. Fisher is a client relationship manager in Atlantic
Trust Boston office with 14 years of experience in the financial
services industry. She is responsible for every aspect of
the clients wealth management experience from business development,
trust administration, and portfolio management to estate
and financial planning. Lizabeth has also served as a member
of Atlantic Trust’s Multi-Manager Investment Team,
and is a Invesco director. She earned a Bachelor of Science
from Babson College in Wellesley, a Master of Arts and a
Master of Business Administration from Boston University.
Martina A. R. Frangis
Senior Vice President
Martina Frangis is a relationship manager and Invesco director
with nine years of trust administration and fiduciary experience.
She is responsible for oversight and fiduciary administration
of a book of client accounts. In addition, she supports
several managing directors on some of our most complex family
relationships. She also sits on the firm’s Trust Committee,
a group charged with reviewing the actions of the local
trust committees regarding asset reviews in discretionary
accounts and the actions of the Trust Discretionary Committee.
Prior to joining Atlantic Trust, Martina served as an assistant
vice president at Citizens Bank, where she managed investment
accounts and trusts and chaired the banks tri-state discretionary
distribution committee. Martina began her career at Fleet
Bank, where she specialized in the termination of irrevocable
trusts and related probate matters. Martina earned a Bachelor
of Arts cum laude at Salve Regina University and a Juris
Doctorate at Roger Williams University School of Law.
Lisa M. Garcia
Managing Director
Lisa is the chief risk officer and director of administration
for Atlantic Trust, as well as an Invesco senior director
and a member of the Invesco Leadership Group. With more
than 20 years of industry experience, Lisa is responsible
for the organization’s risk management function and
centralized oversight of client service activities. Previously,
she was ATC’s director of tax and a member of the fiduciary
services team. Prior to joining ATC, Lisa served as manager
of client services at Loring, Wolcott, & Coolidge, where
she was charged with enhancing the firm’s infrastructure
and was responsible for the daily management of the trust
administration and gift teams. Previously, Lisa was a principal
in the charitable gifts office of State Street Global Advisors
and served in various capacities at Mellon Private Wealth
Management, including as a vice president and manager of
the fiduciary tax department and team leader for the planned
giving and wholesale trust departments. Lisa is also a certified
public accountant and a member of the American Institute
of Certified Public Accountants. She earned a Bachelor of
Science in business administration from Manhattan College
and both a Master of Science in taxation and Master of Business
Administration in business ethics with distinction from
Bentley College.
Kimberly D. Gluck, CFA
Senior Vice President
Kim Gluck serves as a senior relationship manager and an
Invesco director, bringing over 20 years of portfolio management
and client relationship management experience to our firm.
Prior to joining Atlantic Trust in 2005, Kim held various
positions during her ten years at State Street Global Advisors,
including senior portfolio manager and product engineer.
Kim was instrumental in the development of the large cap
socially responsible equity strategy and also helped to
launch State Street Global Advisors’ first environmentally
aware equity strategy. Kim earned her Bachelor of Arts in
economics with honors from Middlebury College and spent
her junior year abroad studying at the London School of
Economics. She holds the CFA® designation and is a member
of the Boston Security Analysts Society and the CFA®
Institute. Kim is actively involved in the community, serving
as a trustee and assistant treasurer of Mount Auburn Cemetery,
a member of the investment committee of the United Methodist
Foundation of New England, and a member of the investment
and pastoral relations committees for the Second Church
of Newton.
Mark R Gudaitis, CFA®
Senior Vice President
Mark is a senior relationship manager who works closely
with other members of our client service team, building
client relationships as a trusted advisor. Prior to joining
Atlantic Trust in 2008, Mark was most recently with Gannett
Welsh & Kotler, LLC, where he was responsible for building
and managing the firm’s private client business along
with three other professionals, including the CEO. In addition,
Mark held key positions as co-manager of the GW&K
Dividend Plus Strategy and as a member of GW&K's investment
committee and executive committee. Prior to joining GW&K
in 2000, Mark held analytical positions with Scudder Kemper
Investments, worked actively within the private client and
institutional business as an investment consultant,
and started his career with Boston Financial & Equity
Corporation as a credit analyst. Mark earned a Bachelor
of Science in finance from Boston College and has earned
the CFA® designation.
Stephen Harris
Associate Vice President
Stephen Harris is an associate vice president and trust
compliance officer, assisting in the implementation of our
compliance monitoring program, specifically identifying
and evaluating compliance risks through the execution of
testing and monitoring procedures. Steve joined Atlantic
Trust from RSM McGladrey, Inc., where he was a senior associate,
specializing in risk management and internal audit, leading
reviews of trust administration, trust operations, and investment
management. Prior to this, Steve was a senior staff auditor
in personal financial services for Northern Trust Company
in Chicago. Steve earned his Bachelor of Science in finance
from Indiana University, Kelley School of Business. He is
also a Certified Fiduciary and Investment Risk Specialist
(CFIRS), having completed a three-year course and examination
program through Cannon Financial Institute.
Barry L. Hilliard, CFA
Vice President
Barry Hilliard is an equity analyst responsible for providing
in-depth research and analysis on the energy sector. Additionally,
Barry is the co-manager of the Energy Master Limited Partnership
(MLP) portfolio. Prior to joining Atlantic Trust, he held
equity analyst positions at Middleton & Company and
Rockland Trust Investment Management, where he focused on
the energy, consumer, and industrial sectors. Previously,
Barry was a project engineer with the flow control division
of Dresser (Halliburton), where he led teams designing control
valves and accessories for petroleum and chemical applications.
Barry earned his Bachelor of Science in mechanical/aerospace
engineering with distinction from Worcester Polytechnic
Institute and his Master of Business Administration from
Babson College. He also holds the CFA® designation and
is a member of the Boston Security Analysts Society.
Evan Jaysane-Darr
Vice President
Evan Jaysane-Darr is a vice president in the Multi-Manager
Investment Program. His responsibilities include, but are
not limited to, private equity and real estate manager due
diligence and evaluation, in addition to monitoring approved
manager performance and analysis of those illiquid markets.
Evan joined Atlantic Trust in the client strategies group,
where he was responsible for client reporting and analysis.
He earned his Bachelor of Arts from Washington & Lee
University and is a Level II candidate in the CFA® program.
Christopher J. Lanouette, CFA
Senior Vice President
Chris is a fixed income portfolio manager and trader responsible
for the analysis, trading and management of Atlantic Trust
portfolios. Prior to joining Atlantic Trust, he was a portfolio
manager and fixed income trader at Congress Asset Management
in Boston, where he was responsible for the implementation
and execution of investment decisions for institutional
and high-net-worth portfolios. In addition, he was a member
of the firm’s investment policy committee, responsible
for the firm’s fixed income asset allocation, including
tactical and strategic investment decisions. Chris graduated
from Hartwick College with a Bachelor of Arts in management
and accounting. Additionally, Chris holds the CFA® designation.
Robert H. Leonard, Jr.
Senior Vice President
Robert Leonard is a relationship manager and an Invesco
director in the Boston office with more than 20 years of
trust, banking, and investment experience. He works with
many families, individuals, and institutions helping his
clients to meet their fiduciary and investment goals. Prior
to joining Atlantic Trust, Robert was a relationship manager
at State Street Bank and Eastern Bank & Trust. He is
active in several local community groups. Robert earned
a Bachelor of Science in business management from New Hampshire
College and is a graduate of the ABA National Trust School.
He is currently pursuing the CFP certification at Northeastern
University’s CFP program.
V. Paul Lisanke, CAIA
Vice President
Paul Lisanke is a Relationship Manager in Atlantic Trust’s
Boston office. As a Relationship Manager, Paul assists clients
in achieving their investment goals through the analysis,
design and implementation of customized portfolio strategies.
In addition, Paul also serves as the Multi-Manager Liaison
in for Atlantic Trust. In this position, Paul works directly
with Relationship Managers throughout the firm on portfolio
construction and investment manager selection. Paul began
his career at J.P. Morgan where he served as a Relationship
Officer in the Private Banking Department. In this role
he was responsible for the daily management of accounts
for high-net worth individuals and corporations. As an Associate
with Bear Stearns, he was responsible for risk management
of concentrated equity positions, and for presenting the
firm’s private equity deal flow and alternative investments
to individual and institutional investors. He earned a BA
in English and an MBA in Finance at Boston College. Additionally,
Paul also holds the Chartered Alternative Investment Analyst
designation, and is a founding member of the Boston Alternative
Investment Analysts Association.
Hillary R. McNeill
Managing Director
As head of Equity Trading, Hillary McNeill is responsible
for all trading for Atlantic Trust equities and convertible
bond portfolios. She is an Invesco senior director
and a member of the Invesco Leadership Group. Prior to joining
Atlantic Trust, she served as registered representative
for Donaldson, Lufkin & Jenrettes Corporate Services
Group. In this role, she was responsible for executing orders
for high-net-worth clients and money managers, preparing
legal opinions for legal counsel, and working directly with
clients on their requests and inquiries. Before joining
DLJ, Hillary served as a customer service coordinator at
Bidwell & Company, handling all new accounts and trading. She
earned her Bachelor of Science from Oregon State University.
Additionally, Hillary is a member of the Boston Securities
Traders Association, board member/treasurer of the MORE
Foundation, and a board member of the Friends of the Astoria
Column in Astoria, Oregon.
Joanne Papangelis, CFP®
Associate Vice President
Joanne is a senior client service manager responsible for
managing client portfolios and implementing strategies designed
to assist clients in reaching their financial goals. She
also serves as a technical resource for many of our senior
relationship managers. Prior to joining Atlantic Trust in
1999, she worked at Putnam Investments as a senior performance
analyst in the offshore/international performance and analytics
group and as a senior compliance analyst for the retail
and institutional funds. After graduating from Regis College
with a Bachelor of Arts in management and a minor in communications,
she started her career in the financial services field at
Mellon Bank in the institutional accounting division. Joanne
is a CFPTM professional and is a member of the Financial
Planning Association.
Jigar Patel, CFA
Associate Vice President
Jigar Patel is an analyst responsible for hedge fund and
private equity due diligence within the Multi-Manager Alternatives
Team. Prior to joining Atlantic Trust, Jigar worked as a
research analyst for Asset Alliance, a $3.2B hedge fund
of funds, analyzing hedge fund strategies. He also assisted
the head of research in portfolio construction and hedge
fund manager due diligence. Prior to Asset Alliance, Jigar
worked for Bank of America as an analyst in their interest
rate derivatives group. Jigar started his career as an institutional
program trader employing quantitative strategies at Bank
of New Yorks QETG trading desk. Jigar earned a Bachelor
of Arts in finance from Rutgers University, a Master of
Science in financial engineering with honors from Polytechnic
University, and holds the CFA® designation.
Jay Pearlstein, CFA
Managing Director
Jay Pearlstein is a senior portfolio and client relationship
manager responsible for providing in-depth analytical equity
research on a number of industries, including retail and
consumer products. Jay is also co-manager of the firm’s
Mid-Cap Growth Portfolio, and he serves as an Invesco senior
director and a member of the Invesco Leadership Group. Prior
to joining Atlantic Trust in 1996, Jay was vice president
of the equity research department and a member of the investment
policy committee at Loomis, Sayles & Co. Previously,
he was a senior auditor for Coopers & Lybrand. Jay’s
background gives him insight into the compilation of financial
data and aids him in his analysis of mid-size companies.
Jay currently serves on the executive board of Temple Israel
of Natick. He earned his Bachelor of Arts with high honors
in accounting from Michigan State University and received
the Board of Trustees’ Award for graduating first in
his class. He also earned an Master of Business Administration
with distinction from Harvard University Graduate School
of Business Administration. Jay earned the CFA® and
Certified Public Accountant designations.
Gary E. Pzegeo, CFA
Managing Director
Gary Pzegeo joined Atlantic Trust in 2007 as Head of the
Fixed Income Team, where he focuses on portfolio management,
trading, policy formulation, and client service. He also
serves as an Invesco director. Gary began his career at
Evergreen Investments in 1990, functioning as managing director
and head of the investment grade bond team performing portfolio
management, credit and securitized market analysis, and
taxable and municipal cash management. Subsequently, he
was with Gannett, Welsh & Kotler as a vice president,
portfolio manager and head of taxable bonds, where he created
and implemented a disciplined investment process, credit
and account analysis tools, and developed customized fixed
income products for the high-net-worth client base. Gary
joins Atlantic Trust from recurrent employment at Evergreen
Investments, where he functioned as senior portfolio specialist
and senior portfolio manager of high yield bonds, where
he was responsible for developing macro portfolio themes
and enhancing the risk management and security selection
process for high yield, and multi-sector fixed income disciplines
while providing sales and client service support. Gary earned
his Bachelor of Business Administration and Finance from
the University of Massachusetts. In addition, he holds the
CFA® designation and is a member of the CFA® Institute.
Sidney Queler
Managing Director
Sid Queler is a senior client development professional and
an Invesco director, leading the business development, marketing,
and public relations initiatives for Atlantic Trust’s
Boston office. Sid has more than 18 years of experience
in meeting the investment management, trust, and estate
needs of high-net-worth families. Before joining Atlantic
Trust in 2004, Sid served as a regional business consultant
for Curian Capital, director of business development for
the Capital Management Group at Avatar Associates, a division
dedicated to high-net-worth individuals, institutions and
their financial professionals, and national sales and marketing
manager at BTS Asset Management. Sid serves on the board
of overseers for the Beth Israel Deaconess Medical Center
and is a member of the Boston Symphony Orchestra Partners
Committee. Sid is also a member of the Boston Estate Planning
Council. He earned a Bachelor of Science in business administration
from Elmira College.
Bryan G. Reilly
Senior Vice President
Bryan is an equity analyst focusing on mid-cap equities.
Prior to joining equity research, Bryan was a member of
the Multi-Manager Program at Atlantic Trust. There he was
responsible for evaluating and selecting non-proprietary,
long-only, domestic and international equity managers across
market capitalization and style categories. He joined the
firm in 2003. Prior to joining, Bryan was a principal and
research analyst at State Street Global Advisors in the
Advisor Strategies Group. In that role, Bryan provided investment
support for the firm’s ETF, mutual fund, and separate
account strategies in addition to conducting investment
& capital markets research. Prior to this, Bryan worked
in that firm’s Global Asset Allocation group which
managed approximately $18 billion for institutional pension,
foundation, and endowment clients. Bryan received a Bachelor
of Arts in Business Administration with a concentration
in Finance from Bryant College and a dual Master in Business
Administration and Master of Science in Finance degree from
Northeastern University.
Eric S. Riak, CFP®
Managing Director
Eric Riak is a client relationship manager and an Invesco
director, focusing on clients that require complex tax and
investment strategies. He works closely with clients’
outside advisors and oversees the overall asset allocation
and customized reporting of portfolios. Eric is also a member
of the firm’s Multi-Manager Investment Team, which
reviews and approves long-only and alternative asset class
managers used in client portfolios. Prior to joining Atlantic
Trust in 1998, Eric was a senior accountant in Executive
Monetary Management’s tax consulting group. He started
his career in Arthur Andersen’s personal financial
planning group. Eric earned his Bachelor of Science
in business administration from Washington University. He
holds the Certified Public Accountant designation and CFP™
certification. Eric is a member of the American Institute
of CPAs, the Massachusetts Society of CPAs, and the Financial
Planning Association.
Thomas N. Riley, CFA
Managing Director
Tom Riley is a senior portfolio and client relationship
manager providing comprehensive investment and wealth planning
expertise for families and individuals. As director
of client services, Tom is responsible for the leadership
and coordination of the client service teams within Atlantic
Trust Boston office. He also is an Invesco senior director
and a member of the Invesco Leadership Group. Prior to joining
Atlantic Trust in 1993, Tom was a global equity analyst
for Scudder, Stevens & Clark, providing in-depth fundamental
equity research across a broad range of industries and supporting
multiple investment disciplines. Tom is a member of the
board of trustees of Babson College as well as a member
of the board of trustees for the Cambridge School of
Weston, where he serves as treasurer. Tom also serves
as a director of the Chaffin Fund, an educational foundation
that provides need-based scholarships for college tuition
assistance. Tom's professional memberships include the Boston
Security Analysts Society and the CFA Institute. He is involved
with numerous community organizations. Tom earned his Bachelor
of Science degree and Master of Business Administration
with honors from Babson College and holds the CFA® designation.
Douglas L. Rogers, CFA
Managing Director
Doug Rogers is co-manager of the firms equity income portfolio,
which he has managed since inception, and also serves as
an Invesco director. In addition, Doug’s research coverage
includes real estate investment trusts (REITs), quantitative
research and performance analysis. He has been a member
of the firm’s Asset Allocation Committee since its
inception in 1999 and develops asset allocation strategies
and analysis for the firm. Doug’s prior portfolio management
experience comes from co-managing the firm’s Convertible
Securities Portfolio from 2001 to 2003. Before joining Atlantic
Trust in 1998, Doug was a performance analyst at the Private
Bank of Boston, where he was responsible for performance
measurement of institutional accounts, creating a screening
process for outside managers and running case-by-case asset
allocation optimization. Today, Doug uses these skills to
analyze and monitor the portfolios risk/return relationship,
perform quantitative market studies, and run performance
attribution. He holds the CFA® designation and is a
member of the Boston Security Analysts Society. Doug graduated
from Lehigh University with a Bachelor of Science in finance.
Edward I. Rudman
Retired Senior Partner
Ed Rudman was co-founder and chairman of Pell Rudman prior
to its acquisition by Invesco in 2001, when he was named
senior partner and the firm was renamed Atlantic Trust.
Ed retired October 31, 2006, and still remains a close friend
and advisor to the firm. Ed began his career practicing
law in New York City, where he specialized in tax and employee
benefit planning. After serving in a variety of Senior positions
at Laird Capital Management and Estabrook Capital Management,
Ed was named president and chief executive officer of the
Boston Company Financial Strategies, Inc., a subsidiary
of the Boston Company that catered to the needs of wealthy
entrepreneurs. He founded Pell Rudman with Tony Pell in
1980, serving wealthy families as an overseer of clients’
investments, an advisor on the sale of family businesses
and other illiquid assets, and an advisor on tax strategies
and philanthropic activities. Ed is a Director of several
corporations and a member of the Babson College Corp. He
served as chairman of the board of trustees of Beth Israel
Hospital, is now a member of the board of directors of CareGroup,
Inc. and Give Kids the World Foundation. He is a trustee
emeritus of Beth Israel Deaconess Medical Center and a trustee
of the Boston Symphony Orchestra. Ed received a Bachelor
of Arts from Boston University, a Juris Doctorate from Boston
College Law School, and a Master of Laws in Taxation from
New York University School of Law.
Judith Saxe
Managing Director
Judith Saxe is a managing director and a wealth strategist
for the northeast region, responsible for working with relationship
managers and their teams to develop integrated wealth management
plans for clients. She also serves as an Invesco director.
She joined Atlantic Trust’s Boston office from Ernst
& Young LLP, where she was the New England area director
of estate and business succession planning. Prior to this
time, Judith was an estate planning attorney with the New
York law firm Kronish, Lieb, Weiner & Hellman. Judith
is a frequent lecturer on estate planning topics and has
served as chair of numerous MCLE seminars, including Estate
Planning Opportunities in a Volatile Market, Understanding
Trusts, Foreign Trusts and International Estate Planning,
and Estate Planning for Entrepreneurs of Emerging Businesses.
Judith is a contributor to MCLE’s Practical Guide to
Estate Planning in Massachusetts and Drafting Irrevocable
Trusts. She is a member of the committee of professional
advisors for the Boston Foundation, the executive committee
of the Boston Estate Planning Council, and other professional
and community organizations. Judith earned an Artium Baccalaureatus
from Harvard University and a Juris Doctorate from New York
University School of Law.
Michele M.
Serrao, CFA
Managing Director
Michele Serrao is director of the firm’s Multi-Manager
Investment Program and serves as an Invesco senior director
and a member of the Invesco Leadership Group. The MMIP is
an open architecture investment solution offering non-proprietary
investment management from traditional equity classes and
alternative investments. Michele chairs the Multi-Manager
Investment Committee and is a member of the firm’s
Asset Allocation Committee. She leads the firm’s Alternative
Investment Group, which sources, evaluates, and monitors
private equity investments, hedge fund strategies, and private
real estate investments. Prior to joining Atlantic Trust
in 1999, Michele was an investment associate for Cobey,
Jacobson & Gordon. Previously, Michele was project manager
for telecommunications networking at Cayman Systems. Michele
is a member of the Boston Security Analysts Society. She
earned a Bachelor of Arts, from Potsdam College with dual
majors and honors in mathematics and computer science, and
a Master of Business Administration in finance with high
honors from Boston University. Michele also holds the CFA®
designation.
Bas Solleveld
Senior Associate
Bas Solleveld is a junior analyst for the Multi Manager
Investment Program and works with both the alternative investments
and traditional equities groups. In this role, he is responsible
for monthly performance reporting on approved managers and
also assists in the due diligence process on alternatives
and traditional long-only managers. He joined Atlantic Trust
in 2004 in the client strategies group, where he was responsible
for client reporting and portfolio optimization. He earned
his Bachelor of Arts from Franklin & Marshall College.
Jeffrey S. Thomas, CFA
Chief Investment Officer
As chief investment officer, Jeff Thomas oversees investment
strategy and asset allocation for all client portfolios.
He is an Invesco managing director and a member of the Invesco
Leadership Group. Prior to joining the firm in 1986, Jeff
held senior positions at Scudder, Stevens & Clark, and
New England Merchants Bank. He began his career as an Investment
Officer at The Northern Trust Company. Jeff is a member
of the Boston Security Analysts Society, a past member of
the Bank Analysts Association of Boston, and former president
of the Boston Media Analysts Group. He has served as trustee
and chairman of the Finance Committee of Newton-Wellesley
Hospital, and is currently a director of the Newton-Wellesley
Hospital Charitable Foundation. He was also a board member
for The Winsor School and is a member of the board of the
Handel and Haydn Society. Jeff graduated from Miami University,
earned a Master of Business Administration in finance from
the University of Chicago, and holds the CFA® designation.
Catherine A. Toner, CFP®
Vice President
As a relationship manager, Catherine Toner is responsible
for the analysis, trading, and implementation of all aspects
of portfolio management and investment policy. Before joining
Atlantic Trust in 1998, Catherine worked for Mellon Private
Asset Management, where she provided a broad range of wealth
management services to high-net-worth individuals and families.
Additionally, she is a member of the Financial Planning
Association, the Boston Estate Planning Council, and the
Boston Security Analyst Society. Catherine earned a Bachelor
of Arts from Wheaton College and holds the CFP™ certification.
Lynn D. Trimby, CFA
Managing Director
Lynn Trimby is senior relationship manager and an Invesco
director with nearly 30 years of experience assisting high-net-worth
families and non-profit organizations to achieve their financial
and wealth management objectives. Prior to joining Atlantic
Trust in 1998, she provided investment services and financial
solutions to families and non-profit organizations at BankBoston’s
Private Bank, at Bank of New England, and at Wellington
Management Company. Lynn holds the CFA® designation
and is a member of the Boston Security Analysts Society,
the CFA® Institute, and the Boston Estate Planning Council.
She is active in the community, serving as the chair of
the investment committee of the Massachusetts Council of
Churches, a member of the board of directors of Helping
Hands: Monkey Helpers for the Disabled, and treasurer and
trustee of the East Sudbury Ministerial Fund at First Parish
in Wayland. Lynn earned her undergraduate degree from Cornell
University and her graduate degree in finance with honors
from Boston University.
Faith Y. Tsao, CFA
Managing Director
Faith Tsao is the director of traditional external investments
with the firm’s Multi-Manager Investment Program and
is an Invesco director. She is responsible for evaluating
and selecting non-proprietary, long-only, domestic and international
equity managers across market capitalization and style categories.
Prior to joining Atlantic Trust, Faith served as a senior
analyst with Strategic Advisers Inc. of Fidelity Investments,
where she was responsible for providing comprehensive ongoing
research and investment recommendations for both proprietary
and non-proprietary mutual funds. Previously, Faith served
as a fund analyst with Fidelity Management and Research
Company where she provided senior management as well as
institutional and retail clients with detailed analytics
and reporting on financial markets, portfolio performance,
and investment strategies of proprietary funds. She began
her career in the financial services industry as an associate
with PanAgora Asset Management. Faith is currently a member
of the CFA® Institute and the Boston Security Analysts
Society (BSAS). She earned a Bachelor of Arts in economics
from Wellesley College and an Master of Business Administration
from Boston University Graduate School of Management, both
with honors. Additionally, she holds the CFA® designation.
Frederick L. Weiss, CFA
Managing Director
Fred Weiss is a senior investment professional and leads
the research efforts of the firm’s investment team.
Fred is also co-manager of the firm’s Large-Cap Growth,
Mid-Cap Growth, and Atlantic Whitehall Growth portfolios.
He is responsible for researching the technology and health
care sectors of the market. Additionally, Fred is an Invesco
senior director and a member of the Invesco Leadership Group.
He came to Atlantic Trust in 1989 from Adams, Harkness &
Hill, where he was a vice president and senior analyst covering
the technology and health care sectors. Fred has been recognized
for his work by Institutional Investor Magazine in their
rating of national buy-side research professionals. He is
a member of the Boston Security Analysts Society and of
the Healthcare, Technology, and Chemicals Analysts Societies.
Fred is also a member of the DeCordova Museum’s Business
Council and serves on the board of trustees at the Cambridge
School of Weston. Fred’s involvement in the investment
community complements his extensive experience in securities
analysis and research. He earned an Artium Baccalaureatus
magna cum laude from Harvard College and a Master of Business
Administration with honors from Harvard University Graduate
School of Business Administration. Fred holds the CFA®
designation.
