A Wealth of Experience
Knowledge, integrity, and stability are the defining characteristics of Atlantic Trust professionals. Our client teams bring together industry veterans with extensive experience across a variety of wealth management disciplines.

We invite you to learn more about our Managing Directors. You may also browse the entire Atlantic Trust Team by office location.

 

The Executive Team

John S. Markwalter, Jr. (Jack)
President and Chief Executive Officer
Atlantic Trust Private Wealth Management
Head of U.S. Sales, Marketing and Client Service,
Invesco Worldwide Institutional
Jack Markwalter is president and chief executive officer of Atlantic Trust, the wealth management division of Atlanta-based Invesco, as well as chairman and chief executive officer of Invesco National Trust Company. Read More >>

Jeffrey S. Thomas, CFA
Chief Investment Officer
As chief investment officer, Jeff Thomas oversees investment strategy and asset allocation for all client portfolios. Read More >>

Kenneth J. Kozanda
Chief Administrative Officer
Ken Kozanda serves as chief administrative officer and is a member of Atlantic Trust’s Executive Management Committee. Read More >>

Edward I. Rudman
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. Read More >>

Alfred F. Kugel, CFA, CIC
Senior Vice President
Al Kugel is a Senior Vice President of Atlantic Trust, formerly Stein Roe Investment Counsel (SRIC), and serves as its Chief Investment Strategist. Read More >>

Michael S. Battey
Managing Director
Michael Battey is a senior relationship manager and head of the Atlantic Trust San Francisco office. Read More >>

Linda S. Beerman
Managing Director
Linda Beerman is the director of fiduciary services and wealth strategies. In addition to client estate planning and review of fiduciary accounts, Linda has oversight responsibility for policy and procedures of the trust management committee. Read More >>

Barry N. Berlin, CFA
Managing Director
Barry Berlin is a senior relationship and portfolio manager with more than 25 years of experience assisting high-net-worth families and their related interests. Read More >>

H. Scott Caven, Jr.
Managing Director
Scott Caven is a managing and regional director based in the Houston office. Additionally, he is an Invesco senior director and a member of the Invesco Leadership Group. Read More >>

Wayne K. DeWitt, Jr.
Managing Director
Wayne is general counsel for Atlantic Trust Company, N.A. and Atlantic Trust Group, Inc., handling legal and regulatory matters for the firm. Read More >>

Alan S. 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. Read More >>

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. Read More >>

Richard A. Havey, CFA®
Managing Director
Dick Havey is a senior investment professional and relationship manager with strong experience in equity analysis, as well as money market, fixed-income, and balanced portfolio management. Read More >>

Jon E. Henderson, CFA, CIC
Managing Director
Jon Henderson is a team executive with Atlantic Trust and serves as an Invesco senior director and a member of the Invesco Leadership Group. Read More >>

Marc Keller
Managing Director
Marc Keller is a senior relationship manager with over 27 years of investment experience. Read More >>

Andrew J. Lang, CFA®
Managing Director
Andrew Lang is the managing director of Atlantic Trust’s Newport Beach office, with over 22 years of investment experience. Read More >>

Andrew G. Nichols
Managing Director
Andrew Nichols is a senior client relationship manager with more than 25 years of experience in helping high-net-worth families with their wealth management objectives. Read More >>

Kenneth G. Pollard, CFA®, CIC
Managing Director
Ken Pollard is a team executive and co-manager of the Chicago office for Atlantic Trust. Read More >>

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. Read More >>

Eric B. Propper, CFA®
Managing Director
Eric Propper is the team executive of the Atlantic Trust office in New York.
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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.
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Dee Ann Smith Schedler
Managing Director
Dee Ann Schedler is a senior relationship manager and serves as director of the Atlantic Trust Washington, D.C. office. Read More >>

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.
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Alison E. Dohrman (Ali)
Senior Vice President
Alison “Ali” Dohrman is director of human resources for Atlantic Trust and is responsible for the oversight of human resources, payroll, and office administration duties for the firm. Read More >>

W. Scott Thompson, III
Senior Vice President
Scott Thompson is an investment professional and client relationship manager.
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Carolyn Collins
Senior Vice President
Carolyn is the director of marketing and is an Invesco director. In this role, she leads a team of professionals to provide marketing and communications solutions for the firm. Read More >>