Michael S. Battey
Managing Director
Michael Battey is a Senior Relationship Manager and
Head of the Atlantic Trust San Francisco office. In this
role, he is responsible for managing a team of eight investment
and marketing professionals and their support staff. During
his 25 years of investment management experience, Michael
has overseen a broad range of client portfolios including
pension and profit sharing plans, endowment funds, charitable
and religious organizations, individual, trust, and other
taxable investment portfolios. Previously, Michael
opened and was Head of the San Francisco office for DLJ
Asset Management Group and spent nearly ten years in various
senior leadership positions at Bessemer Trust, culminating
in opening and running Bessemer’s San Francisco office
and overseeing its Los Angeles office. Prior to that,
Michael was an executive recruiter with Russell Reynolds
Associates focusing on asset management and private equity
searches and a credit analyst and lending officer at Bankers
Trust Company and the Chemical Bank focusing on the energy,
financial institution and utility sectors. He holds
a BA from Williams College and is a graduate of the National
Trust School at Northwestern University. Additionally,
he is a member of the Executive Committee and Investment
Committee Chairman at the St. Francis Foundation in San
Francisco, a member of the Ross School District Financial
Advisory Committee and an active alumni fundraiser for Deerfield
Academy.
Jack Caldwell, CFP®
Senior Vice President
Jack Caldwell joined Atlantic Trust in 2004 as a director
of business development and is an Invesco director. Jack
has 15 years of experience working in wealth management.
Prior to joining the firm, Jack was at Mellon Private Wealth
Management, where he was responsible for client relationship
management and new business development, focusing on affluent
individuals, families, and foundations. Prior to Mellon,
Jack spent over nine years with Scudder Investments. At
Scudder, Jack was responsible for new business of defined
contribution plans to mid-size companies on the West Coast.
Previously, he was a client relationship manager in Scudder’s
Boston office for mid-size clients, where he was responsible
for investment reviews, client satisfaction, and planning.
Prior to joining Scudder, Jack was a financial planner with
American Express Financial Advisors. He earned a Bachelor
of Science in management from University of Southern New
Hampshire (formally New Hampshire College) and a Master
of Business Administration in finance from Golden Gate University.
He is a CFP™ professional and a member of the FPA (Financial
Planning Association) and the San Francisco Estate Planning
Council.
Robert T. Devlin
Senior Vice President
Prior to joining Atlantic Trust, Bob spent 20 with
Van Strum & Towne Investment Counsel as portfolio manager,
director of research, and, during his last three years with
the firm, president. A ten-year association with Dean Witter
& Co. as portfolio manager, research analyst (J.Barth),
manager of the portfolio department and as manager of research
and portfolio services in the marketing department, provided
Bob with a broad training and discipline in the field of
investments. For his initial exposure to the world of finance,
Bob completed the Special A Training program at Wells Fargo
Bank, preparing him for branch management and commercial
loan administration, where he was employed for three years.
His education spanned a number of years, interrupted by
his service in the U.S. Air Force. He attended Sacramento
City College, followed by a double major in history and
architecture at the University of Arizona. While attending
the University of California Berkeley Extension, he completed
his studies for the Certificate in Real Estate. Bob brings
forward 40 years of experience in portfolio management skills
through the many environments that have occurred in the
marketplace.
Stephen R. Dohrmann
Senior Vice President
Stephen Dohrmann is a senior vice president and portfolio
manager with Atlantic Trust. He is a member of the Asset
Allocation Committee for the firm and is an Invesco director.
Prior to joining Atlantic Trust, Stephen served as research
director and portfolio manager with KJMM Investment Management,
a firm he helped found in 1977. Previously, he served as
a technology analyst with Hambrecht & Quist. Stephen
currently serves on the board of trustees of the Palo Alto
Medical Foundation. He earned a Bachelor of Arts from Yale
University and a Master of Business Administration from
Stanford University.
Vicken G. Ekmekjian, CFA
Senior Vice President
Vicken Ekmekjian joined Atlantic Trust in 2005 as a
Portfolio Manager. He is responsible for providing wealth
counseling services to a broad base of high net worth private
clients, foundations and endowments through the implementation
of tailored wealth management and investment solutions.
Vicken started his career at JP Morgan Private Bank as an
Investment Officer responsible for managing portfolios for
high net worth clients, including asset allocation and diversification
through disciplined tax-sensitive strategies. He earned
a BS in Business Administration with honors from the University
of San Francisco and a Masters of Business Administration
from Thunderbird, the American Graduate School of International
Management. Vicken also served as a graduate school intern
at Morgan Stanley where he was responsible for a wide range
of wealth management assignments. Vicken is currently a
director of the KZV Armenian School Endowment Fund and also
a member of its Finance Committee. Additionally, Vicken
is a member of the CFA Institute (formerly AIMR), a member
of the San Francisco Security Analyst Society, and holds
the Chartered Financial Analyst Designation.
Charles N. Jones, Jr.
Senior Vice President
Chuck Jones serves as a senior vice president/technology
analyst responsible for analyzing hardware, software, and
Internet technology companies. He also serves as an Invesco
director. Prior to joining Atlantic Trust, Chuck served
as an analyst at Salomon Smith Barney, where he was responsible
for researching the Internet Security and Server & Enterprise
hardware segments. Additionally, he authored several leading
industry reports on internet security. Previously, Chuck
spent 16 years at IBM in various capacities. He earned a
Bachelor of Science in industrial engineering from Stanford
University and a Diploma in economics from the University
of Sussex, England.
Jennifer Man, CFA
Senior Vice President
Jennifer Man is a portfolio manager with Atlantic Trust,
where she is responsible for providing investment counseling
services to a broad base of high-net-worth private clients
through the implementation of tailored investment solutions.
She also serves as an Invesco director. Prior to joining
Atlantic Trust, Jennifer spent several years in the investment
management arena with leading Canadian Investment firms,
Manulife Financial, and Talvest Fund Management, a subsidiary
of TAL Global Asset Management. She earned her Bachelor
of Commerce degree from the University of Alberta, Canada.
Additionally, Jennifer is a member of the CFA® Institute,
a member of the San Francisco Security Analyst Society,
and holds the CFA® designation.
James R. Morse, CFA
Senior Vice President
James Morse is a senior vice president and portfolio
manager with Atlantic Trust. His career in the investment
business began in 1953 as a research analyst for the Wells
Fargo Bank Trust Department. In 1956, he joined White, Weld
& Co. in San Francisco as office manager and investment
broker. In 1965, he moved to the headquarters in New York
and managed the firm’s investment research department
of 22 analysts before becoming responsible for the supervision
of six international investment offices for four years and
finally managing the investment division. In 1973, he joined
American Express Asset Management Co. as president, and
in 1975, became president of the Bank of America Investment
Management Company. In 1977, he helped start Kingsley, Jennison,
McNulty, & Morse, which eventually merged with Stein
Roe & Farnham, one of Atlantic Trust’s legacy firms.
Chris D. Roman, CIC
Senior Vice President
Chris Roman is a senior vice president and portfolio
manager with extensive investment management experience
in equities and fixed income securities. Chris joined Atlantic
Trust from Eaton Vance Management, where he served as a
vice president and senior portfolio manager. In this role,
he was responsible for managing portfolios for individuals
and institutions. He was also actively involved in the firms
investment policy and asset allocation process. Previously,
Chris served as a fund manager with Wells Fargo Bank, where
he managed the bank’s commingled equity investment
funds and key corporate pension accounts. Chris is currently
a member of the CFA® Institute and the Investment Adviser
Association. He holds the Chartered Investment Counselor
designation. Additionally, he serves as chairman of the
finance committee of St. Agnes Parish in San Francisco.
Chris earned his Bachelor of Arts from the University of
California (Berkeley) and his Master of Business Administration
from the University of Santa Clara.
