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Houston
H. Scott Caven, Jr.
Daryl M. Allen
Krista R. Elizondo
F. Allen Lyons
Shannon F. Stites
Langston W. Turner
As of 06/09, 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.. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S. |
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Scott Caven is a managing and regional director based in the Houston office. Scott’s primary responsibilities include overseeing the firm’s client service and new business efforts for the Texas region. With 40 years of experience in the financial services industry, Scott has held a number of positions with Goldman, Sachs & Co. in the Dallas and Houston areas, including vice president and regional manager for Houston, South Texas, and Mexico. Scott served as chairman and as a member of the Board of Regents of The University of Texas System and also Chairman of the Board of directors of the University of Texas Investment Management Co. (UTIMCO), a $24 billion dollar university system endowment fund. Scott earned a Bachelor of Business Administration from the University of Texas at Austin and a Bachelor of Laws from the University of Texas School of Law.
Daryl Allen is a wealth advisor in the Houston office with 16 years of industry experience. In this role he works with clients on fiduciary, estate, gift and income tax matters, coordinating such analysis with the investment management process to develop an income, gift and estate tax efficient plan for the growth and transition of client’s multi-generational wealth. Before joining Atlantic Trust in 2004, Daryl practiced as an attorney, specializing in the areas of probate, guardianship, estate and trust planning and administration and income tax planning. He assisted clients with matters related to moderate and sophisticated estate, gift and generation-skipping transfer tax planning techniques and asset transition income tax planning. Prior to his law practice, he served as a senior accountant with KPMG Peat Marwick. He is a member of the Houston Estate and Financial Forum, Houston Wealth Advisory Forum, American Association of Attorney – Certified Public Accountants, Houston Society of Financial Service Professionals, State Bar of Texas, American Institute of Certified Public Accountants and Texas Society of Certified Public Accountants. He formerly served on the Board of Directors for the San Antonio Young Lawyers Association, the Corpus Christi Young Lawyers Association and the Corpus Christi Bar Association. Daryl received his Bachelor of Arts from Southwestern University and a Juris Doctorate cum laude from the University of Houston Law Center. He is also a certified public accountant. 
Krista Elizondo is an associate relationship manager in the Houston office. In this role, Krista works closely with both senior management and relationship managers across the firm, with a focus on client service. Prior to joining Atlantic Trust, Krista spent five years with Goldman, Sachs & Co., where she served in several different roles. Most recently, she served as associate regional compliance manager for the southeastern United States, where she was responsible for compliance, legal, and regulatory matters.
Allen is an analyst and wealth strategies associate in the Houston office with three years of industry experience. Prior to joining Atlantic Trust in 2008, he worked as a tax and audit associate at Stevens, Henry & Mathews, LLP. Before beginning his MBA, Allen worked as an auditing intern for Grant Thornton. Allen earned a Bachelor of Science in accounting from Louisiana State University and a Master of Business Administration from the University of St. Thomas. Further more he is a member of the Ranching and Wildlife Committee at the Houston Livestock Show and Rodeo; life-member at the Houston Livestock Show and Rodeo; life-member of the Houston Golf Association; member of Young Friends of CanCare; and a member of Young Texans against Cancer.
Shannon is a senior client service manager in the Houston office, where she works closely with the Houston team with daily account administration and various task for the Houston office. She brings 9 years experience to our firm. Prior to joining Atlantic Trust in 2004, Shannon worked as a client service associate and branch office administrator at UBS Financial Services.
Langston Turner is a relationship manager with 14 years of industry experience who works in the Houston office of Atlantic Trust. Before joining the firm in 2003, he served as an associate with Goldman Sachs & Co. in their Private Wealth Management division. He also previously served as an equity research analyst covering the exploration and production industry for Dain Rauscher for two years. In addition, he was an associate with the private equity firm of R. Chaney & Co, Inc., where he participated in the successful closing of two energy-focused investment funds totaling over $300 million. Langston received a Bachelor of Arts from Vanderbilt University and a Master of Business Administration in finance from the McCombs School of Business at the University of Texas, Austin, where he graduated both a Dean and a Sord Scholar. Additionally, he is a board member of the investment advisory committee of Texas Tech University, which is an advisory committee to the board of regents that oversees the management of the long-term investment fund of Texas Tech University.