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Newport Beach
Andrew J. Lang, CFA
Wendy C. Chen Wendy Chen is an associate relationship manager in Atlantic Trust’s Newport Beach office with nine years of industry experience. She is responsible for implementing and monitoring investment strategies, co-managing client portfolios and overseeing the daily administration of client accounts. Prior to joining Atlantic Trust in 2004, she was with Smith Barney's San Francisco office and worked as a sales and marketing associate. Wendy has a bachelor of arts in legal studies from the University of California at Berkeley and is currently working towards earning the Certified Financial Planner designation. She is an active member of the German Shepherd Rescue of Orange County.
Joseph C. J. Dempsey, CFA
Aaron M. Newland, CFP®
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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Andrew Lang is the managing director of Atlantic Trust’s Newport Beach office. Andrew has over 25 years of investment experience and serves as a relationship and portfolio manager overseeing a broad range of client portfolios, and also serves as a member of Atlantic Trust's Asset Allocation and Multi-Manager Investment Committees. Andrew joined Atlantic Trust in 1996 from Alpha Advisors, Inc. where he was responsible for managing taxable and tax-exempt portfolios. He began his career with The Chicago Corporation where he participated in the management of balanced assets for high-net-worth individuals, foundations, endowments and retirement plans. Andrew earned a bachelor of science in finance from the University of Illinois and a master of management in finance and economics from the J.L. Kellogg Graduate School at Northwestern University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Los Angeles CFA Society.
Joseph Dempsey is a managing director and portfolio manager in Atlantic Trust’s Newport Beach office. Joe spent the first eight years of his career at Atalanta Sosnoff Capital Corp. as an equity analyst. In this role, he was primarily responsible for fundamental analysis involving on-site company visits, quantitative analysis, and determination of the suitability of investment recommendations for the firm’s clients. Subsequently, Joe brought his family and investment career to San Francisco in 1995 and spent four years at McCullough, Andrews & Cappiello. He worked directly with Frank Cappiello, a regular panelist on Wall Street Week with Louis Rukeyser, managing assets for pension funds and individual clients. Joe joined Atlantic Trust in 1999 and manages individualized portfolios for private clients with a focus toward competitive returns with managed risk. Joe received the Chartered Financial Analyst designation in 1994 and previously earned a bachelor of science in business administration and is a member of the New York Society of Security Analysts, the Security Analyst Society of San Francisco and the CFA Institute.
Aaron Newland is a business development professional, bringing over 17 years of experience in the investment management and estate planning fields to the Newport Beach office. His background includes working as a vice president for First American Trust, FSB, and the inception and management of an independent registered investment advisory business located in Long Beach, California. In these roles he worked with individuals and owners of closely-held business entities in the areas of retirement, business succession and wealth management. Previous to this, he served as a vice president with Fidelity Investments Personal Trust Services, where he worked with high net worth families to design and implement investment and estate planning strategies to meet their needs. Aaron received a Bachelor of Science in finance from Bentley College in Waltham, Massachusetts. He also holds the Series 8, 7, 63 and 65 licenses and is a CERTIFIED FINANCIAL PLANNER™. In addition, Aaron is active with the Long Beach Memorial Medical Foundation and is a member of the South Bay and Long Beach Estate Planning Councils.