Denver
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1700 Lincoln Street, Suite 2550
Denver, CO 80203 720.221.5000 866.672.7449 |
Denver Professionals (Alphabetized List):
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OFFICE HEAD WEALTH MANAGEMENT TEAM |
INVESTMENT TEAM |
OFFICE HEAD
Richard A. Havey, CFA
Managing Director
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Dick Havey is a senior relationship manager, investment professional and head of Atlantic Trust's Denver office, with more than 30 years of experience in equity analysis, as well as money market, fixed income and balanced portfolio management. Prior to joining Atlantic Trust in 1999, Dick served as a senior portfolio manager with Norwest Investment Management & Trust for nearly 15 years. He began his career with Marine Bank, serving as a portfolio manager and equity analyst. Dick earned a Bachelor of Science in finance from the University of Illinois at Champaign and holds the Chartered Financial Analyst designation. He is a past president and director of the CFA Society of Colorado and a member of the CFA Institute.
WEALTH MANAGEMENT TEAM
Cary R. Chapman, CFA
Managing Director
Cary Chapman is a senior client relationship manager, investment professional and managing director for Atlantic Trust's Denver office, with more than 21 years of industry experience. He also serves on the Multi-Manager Investment Committee. Cary joined Atlantic Trust in 2005 from Rocky Mountain Wealth Advisors, LLC, which he established as a new registered investment advisory firm servicing foundations, endowments and high net worth individuals and families. Prior to this position, he directed the due diligence and manager selection process for Curian Capital, LLC, a Colorado-based registered investment advisor. Cary currently serves on the board of Jewish Family Service of Denver and is a past board president of Allied Housing, a 400-unit Denver housing community for the aging. Cary earned his Bachelor of Science from Arizona State University and his Master of Business Administration from the University of Michigan. He is a member of the Denver Society of Security Analysts and holds the Chartered Financial Analyst designation.
Wanda G. Colburn
Managing Director
Wanda Colburn is a senior business development officer and managing director, leading the business development, marketing and public relations initiatives for Atlantic Trust's Denver office. Wanda has more than 28 years of experience in meeting the investment management, trust and estate needs of high net worth families. Before joining Atlantic Trust in 2001, she was with Mellon Private Asset Management, where she was responsible for new client development in their Denver office. Prior to Mellon, Wanda spent 12 years with Norwest Investment Management and Trust, developing private client business in the Colorado region. Wanda serves as a board member of Colorado Uplift. Wanda earned a Bachelor of Science from Georgia Southern University, graduating cum laude with university honors, and is an alumnus of the Graduate Institute of Marketing at Louisiana State University. She is currently a member of the Rocky Mountain Estate Planning Council and served as past president of the Denver Estate Planning Council and the American Lung Association of Colorado.
H. Arthur Graper, CFP®
Managing Director
Art Graper is a senior relationship manager with more than 16 years of experience working with high net worth individuals. He specializes in advising clients in the development, execution and monitoring of comprehensive wealth management strategies. Prior to joining Atlantic Trust in 2005, Art was a principal with Harris myCFO, Inc., where he provided coordinated services in investment advisory, tax planning, estate planning, philanthropic counseling, expense management, reporting and risk management. He earned a Bachelor of Science from Colorado State University, graduating cum laude with university honors, and earned a Masters in Taxation from the University of Denver. Art is a Certified Public Accountant and holds the CERTIFIED FINANCIAL PLANNER™ designation. He is actively involved with the Susan G. Komen Breast Cancer Foundation, where he has served as an executive officer of the Denver Affiliate for more than seven years. Art is also a member of the National Finance Committee and a member of the Rocky Mountain Estate Planning Council.
J. Kent Nossaman, Jr.
Managing Director
Kent Nossaman is a senior client relationship manager with more than 23 years of professional experience providing sophisticated income, gift and estate tax consulting, as well as financial planning services, to business owners, corporate executives, professional athletes and families. He advises clients in the development, implementation and monitoring of customized wealth management solutions. Prior to joining Atlantic Trust in 2005, Kent was a managing director of Harris myCFO. He earned a Bachelor of Arts in economics and business from the University of California at Los Angeles. Kent is also actively involved in the community as a member of the Denver Estate Planning Council and the American Society of Certified Public Accountants. Previously, Kent was a board member of the Ronald McDonald House of Denver.
Donald C. Ogle, CFA
Managing Director
Don Ogle is a senior relationship manager with more than 27 years of capital markets experience, including equity fund management. Don joined Atlantic Trust in 2004 from Mellon Private Wealth Management, where he served as director of portfolio management in the Denver office. Previously, he directed state investment activities for Wells Fargo in Colorado and Banc One Investment Advisors in Colorado and Kentucky. Don earned a Bachelor of Arts in economics from the University of Illinois at Champaign and a Master of Science in taxation from Colorado State University. He holds the Chartered Financial Analyst designation.
Lisa M. Douglas, CFP®, CTFA
Vice President
Lisa Douglas is a client service manager in the Denver office, with more than 20 years of industry experience. Prior to joining Atlantic Trust in 2005, she was a relationship manager for Wells Fargo Private Client Services and also worked as a trust administrator. Lisa earned a Bachelor of Science in health sciences from California State University, graduating with honors. She holds the CERTIFIED FINANCIAL PLANNER™ designation and has earned the Certified Trust & Financial Advisor certification. Lisa's community involvement includes being the past president and secretary of the Southern California Trust Officers Association and the secretary of Stop the Abuse Against Families Foundation. Lisa is currently an active board member of the Kempe Foundation Alliance in Denver, an organization supporting the prevention and treatment of child abuse and neglect, and a member of the Rocky Mountain Estate Planning Council.
Lauren A. (Palladino) Snee
Associate Vice President
Lauren Snee is a senior client service associate in Atlantic Trust’s Denver office, with more than 7 years of industry experience. In this role, Lauren works closely with investment professionals and supports relationship managers, preparing meeting materials and providing comprehensive oversight and analysis on client accounts. Lauren joined Atlantic Trust in 2006 after working as a client associate at Laird Norton Tyee, where she was responsible for account and trust administration. Lauren earned a Bachelor of Arts in pre-law magna cum laude from Northwest University in Kirkland, Washington. Lauren is also a member of the Kempe Foundation.
Kimberly A. Keaton
Senior Associate
Kim Keaton is a senior client service associate in Atlantic Trust’s Denver office, with more than 6 years of industry experience. In this role, Kim works closely with relationship managers to provide comprehensive client service and detailed investment analysis for high net worth client portfolios. Prior to joining the firm in 2010, she worked as an executive benefits account manager with Lockton Companies and was a sales assistant with Strategic Financial Partners. Kim earned a Bachelor of Arts from the University of Central Oklahoma.
Amanda "Mandy" L. Vigil
Senior Associate
Mandy Vigil is a senior client service associate in Atlantic Trust’s Denver office, with more than four years of industry experience. In this position, she works closely with relationship managers to provide comprehensive client service and ongoing account administration for high net worth individuals and families. Prior to transitioning into this role, Mandy served as the executive assistant to Donald Ogle, managing director, and Cary Chapman, managing director, providing assistance with travel, expenses and scheduling. She is currently completing a Bachelor of Arts with a concentration in finance from Regis University-Denver.
Miriam Pittsley
Associate
Miriam Pittsley is a client service associate in Atlantic Trust's Denver office, with more than eight years of industry experience. In this role, Miriam works closely with relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. Prior to joining the firm in 2011, Miriam held a similar role at Federal Street Advisors in Boston. Miriam earned a Bachelor of Science with a concentration in business administration from Bryant University and a Master of Science in finance from Suffolk University.
Jennifer L. Platte
Associate
Jennifer Platte is a client service analyst in Atlantic Trust’s Denver office, with more than 17 years of industry experience. In this role, Jennifer works closely with senior relationship managers to provide comprehensive client service, including preparing client meeting materials and ongoing account administration. Prior to joining the firm in 2010, Jennifer was a treasury analyst for RE/MAX International. She is currently completing a Bachelor of Arts with a concentration in finance from Regis University-Denver.
Sophia A. Sandlin
Associate
Sophia Sandlin is a business development coordinator in Atlantic Trust’s Denver office. In this role, she works closely with business development officers and senior relationship managers to provide daily administrative support and coordinate firm marketing activities and public relations initiatives for the office. Prior to joining Atlantic Trust in 2011, Sophia worked in corporate event planning, where she was responsible for creative marketing, sales, budgeting and proposal development. She also coordinated logistics for special events, team building initiatives and tours. Sophia earned her Bachelor of Science in business management from Arizona State University.
INVESTMENT TEAM
Paul M. McPheeters, CFA
Managing Director
Paul McPheeters is the manager of the Energy Master Limited Partnership (MLP) Strategy and co-manager for Atlantic Trust’s Disciplined Equity Strategy. Paul played a key role in developing the investment strategy for both offerings. He has more than 15 years of industry experience and spent almost three years as the co-manager of the Atlantic Trust Large-Cap Growth Portfolio before the inception of the MLP and Disciplined Equity strategies in 2003. Paul’s other investment experience at Atlantic Trust includes providing research and analysis on the energy, telecommunications and media sectors. Additionally, prior to joining Atlantic Trust in 1997, he was a senior analyst in the valuation services group’s energy practice at Price Waterhouse, LLP, performing business valuations for mergers and acquisitions, tax strategies, privatizations and various legal purposes. Paul earned his Bachelor of Science in chemical engineering from the Colorado School of Mines and holds the Chartered Financial Analyst designation.
W. Brant Houston, CFA
Vice President
Brant Houston is an investment analyst on Atlantic Trust’s Disciplined Equity Team, serving as a generalist with specific expertise in the financial sector, with more than 13 years of industry experience. Prior to joining Atlantic Trust in 2007, Brant worked in various investment and analytical roles at Geronimo Financial, Nicholas Applegate Capital Management and Wilshire Associates. He earned a Bachelor of Science in finance from California Polytechnic State University and a Master of Business Administration from University of Texas. Brant also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Colorado.
Chris Linder
Vice President
Chris Linder serves as a senior investment analyst on Atlantic Trust’s Mater Limited Partnership (MLP) Strategy. In addition, Chris provides research and analysis on the broader energy sector including. Prior to joining Atlantic Trust in 2004, he was a financial analyst with Lockheed Martin. Chris earned a Juris Doctorate from the University of Denver and a Bachelor of Science in finance from Colorado State University. He is also a CFA Level III candidate.
Lance Marr, CFA
Vice President
Lance Marr is an investment analyst in Atlantic Trust’s Denver office, with more than 10 years of industry experience. In this role, he provides research and analytical support for the Atlantic Trust Master Limited Partnership (MLP) Strategy and serves as a member of the Proprietary Investment Committee. Prior to joining Atlantic Trust in 2007, he served as a finance manager at Western Union and as a consultant at Reuters. His background includes stints as a financial researcher at Standard & Poor's and as a financial analyst at Union Pacific. He earned a Bachelor of Arts in business administration from Black Hills State University and holds the Chartered Financial Analyst designation. Lance is active in the community as a youth sports coach.
Sean D. Usechek
Associate Vice President
Sean Usechek is an investment analyst in Atlantic Trust’s Denver office, with more than five years of industry experience. In this role, he provides research and analytical support for the Atlantic Trust Disciplined Equity Strategy. Prior to joining the firm in 2007, Sean was a financial analyst with Lockheed Martin. He earned a Bachelor of Science in business administration with an emphasis in finance and statistics from the University of Denver.
The Chartered Financial Analysts® (CFA®) designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
