Atlantic Trust Private Wealth Management
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Washington, DC

Kathleen A. Kirley
Vice President
Kathy Kirley is a senior client Service manager in the Washington, D.C. office. In this role, her primary focus is meeting the daily needs of Atlantic Trust clients. Before joining the firm, Kathy was a portfolio assistant at William Blair & Company, where she worked in the investment management department assisting a team of portfolio managers on individual and institutional accounts. Kathy earned a Bachelor of Science from Northern Illinois University.

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. As the investment specialist on these relationships, Dee Ann works closely with clients to formulate objectives, determine an appropriate asset allocation, and implement the investment plan. She also serves as an Invesco director. Dee Ann joined Atlantic Trust from SunTrust Bank, where she served as regional managing director of the personal asset management division. In this role, she was responsible for the management of the division as well as new business development for the Greater Washington, D.C. and Baltimore regions. Prior to joining SunTrust, Dee Ann was a managing director and senior portfolio manager with Riggs & Co. private client division, where she managed over $270 million for high-net-worth individuals. Previously, she served as a portfolio manager at ASB Capital Management, managing over $400 million in institutional funds. Dee Ann is a graduate of the University of Texas at Austin, and a member of the CFA® Institute of Washington, DC.



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