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New York
50 Rockefeller PlazaMarc Keller
Jeffrey N. Coe
Sandra F. Davies
J. Haywood Davis
Laura A. Gallagher
Anna E. Giannopapas
Adam R. Karpf, CFA
Meredith B. de Rham
Gabrielle D. Bailey
1330 Avenue of AmericasFrancis S. (Skip) Branin, Jr.
Kyle D. Edmonds
Alexandra L. Fuhrmann, CFA
Jonathan K. Kadish, CFP®, ChFC
Bruce D. Katz, CFP®
Craig H. Lambdin, CFA
Christopher Lombardo, CFA
Margaret V. Rigal
Maria C. Rispoli
Gordon A.M. Ross
Jay Vawter, CFA, CIC
Edward W. Zimmerman, CIC
Eric B. Propper, CFA
As of 09/10, 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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Marc Keller is a senior relationship manager with over 30 years of investment experience. Most recently, Marc served as the president and chief investment officer of Whitehall Asset Management, where he was responsible for all of the investment activities and operations of the firm. Prior to joining Whitehall, he was founder of Delphi Asset Management, which was acquired by IBJ Whitehall Bank and Trust in 1998. Marc has also held positions as an investment advisor and vice president of Mitchell Hutchins and as a vice president at Kuhn Loeb. Marc earned a Bachelor of Mechanical Engineering from Rensselaer Polytechnic Institute and a Master of Business Administration in finance from Stanford University. Additionally, Marc is the Finance Committee chairman for the NYRA Backstretch Pension Fund, a Board member for the After School All – Stars, a Board member of Anna House and on the Board of Partial Comfort Theatre.
Jeff Coe is a senior relationship manager and managing director with over 25 years of investment experience. In this role, he works closely with families and individuals to serve their fiduciary needs and help them reach their wealth management goals. Prior to joining Atlantic Trust in 1984, Jeff was a managing director with Whitehall Asset Management, where he was responsible for managing portfolios for individual and institutional clients and was a member of the firm's investment policy committee. He has also held positions as a managing director at Delphi Asset Management and a senior vice president and portfolio manager at Campbell Advisors, Inc. Jeff earned a Bachelor of Arts in economics from Middlebury College and a Master of Business Administration from Columbia University. He chairs the investment committee and is a member of the board of directors of the Burke Rehabilitation Hospital in White Plains, New York.
Sandy Davies is a senior client service manager with 32 years of industry experience. In this role, she works closely with high net worth individuals and families providing comprehensive investment and wealth management service. Prior to joining the firm, Sandy was an operations manager for Whitehall Asset Management, a division of the Industrial Bank of Japan, and an operations manager for Delphi Asset Management since its inception in January 1980. Since 1980, Sandy has been the lead on the merger of Campbell Advisors into Delphi Asset Management, the merger of Delphi into Whitehall Asset Management, and the on-site coordinator/leader for the merger process of Whitehall into Atlantic Trust PWM. She also managed HR for the teams she helped hire and train. Sandy earned a Bachelor of Arts in English literature from Antioch College.
Haywood Davis is a managing director serving as a business development professional and a senior relationship manager for Atlantic Trust's New York Rockefeller Plaza office. In addition to overseeing his own clients, Haywood is responsible for working closely with investment management professionals and other relationship managers to ensure that new clients' investment management and planning needs are met. He has 36 years of industry experience as well as extensive tenure working with multinational corporate clients with expertise in Latin America. Prior to joining Atlantic Trust in 2003, Haywood spent 30 years with JP Morgan, where for the latter 16 years he was in the firm's Private Bank, most recently as head of southeast private banking business. Haywood is very active in a number of private family foundations and other eleemosynary organizations. He has served as a trustee of the William R. Kenan Charitable Trusts and currently serves as a director of various Kenan Family Funds. In addition, other not-for-profits that Haywood currently serves through their Boards and respective Finance Committees are Brookgreen Gardens, MDC Inc., University of North Carolina Press and Old Salem Museum & Gardens. Haywood earned a Bachelor of Arts from the University of North Carolina, where he was a Morehead Scholar, and a Master of Business Administration from Columbia University.
Laura Gallagher is a client service manager in Atlantic Trust's New York office with 22 years of industry experience. In this role, Laura interacts with clients to assist them in coordinating cash and security movements, while also responding to administrative inquiries and requests. Prior to joining Atlantic Trust in 1989, she worked as a director of client service with Atalanta Sosnoff Management Corp and with Mitchell Hutchins as a portfolio assistant. Laura earned a Bachelor of Arts in English from the University of Utah and also holds the FINRA Series 7 and Series 63 licenses. Laura volunteers with both the Community House and The Women’s Club of Forest Hills, New York.
As a client service manager with nine years of industry experience, Anna Giannopapas works closely with investment and relationship managers in Atlantic Trust’s New York Rockefeller Plaza office. In this role, she oversees day-to-day administration of client accounts to support the office's effort to help clients achieve their financial goals. Prior to joining Atlantic Trust in 2000, she earned a Bachelor of Arts in criminal justice from St. Johns University in New York.
Adam Karpf is a portfolio manager for Atlantic Trust's Master Limited Partnership Strategy, including the Fund and MLP separate accounts. He has 11 years of experience in the financial services industry and began his career as an analyst for Standard and Poor's. Adam has been analyzing the MLP sector since 2001, when he became a senior analyst in the equity research team at Lehman Brothers. In 2006 he was ranked number one in the Oil Equipment, Services and Distribution industry in the Wall Street Journal "Best on the Street" Survey. In 2005 and 2006, he was a ranked analyst in the Institutional Investor Research All-American Poll. Most recently, Adam was the head of MLP research and a portfolio manager at Magnetar Capital. He earned a Bachelor of Science in finance from Lehigh University and also holds the Chartered Financial Analyst designation.
As a senior client service manager with eight years of industry experience, Meredith de Rham works to ensure that client needs are met through tailored investment strategies. He also acts as a technical resource for senior executives and participates in performance analysis, special reporting and marketing for the New York Rockefeller Plaza office. Before joining Atlantic Trust in 2004, he was a portfolio assistant and operations specialist at Brown Brothers Harriman & Co. As a graduate of the University of North Carolina at Chapel Hill, he earned a Bachelor of Arts in economics.
Gabrielle Bailey serves as counsel for Atlantic Trust and has 10 years of industry experience. In this role, she provides securities-related and general legal advice to the various business teams at Atlantic Trust. Gaby joined Atlantic Trust in 2003 from Alston & Bird LLP, where she was an associate in the financial services group. While at Alston & Bird, Gaby focused her practice on the regulation of investment advisors, broker-dealers, private funds and registered investment companies. Prior to working at Alston & Bird, she was an associate with King & Spalding. Gaby earned a Bachelor of Arts in history from the University of Richmond and a Juris doctorate from the University of Pennsylvania Law School. She is admitted to the District of Columbia Bar and the State Bar of Massachusetts.
Skip Branin is a senior portfolio manager in Atlantic Trust's New York 1330 office. Skip joined Atlantic Trust in 2002 and has 40 years of experience in the financial services industry. Most recently, Skip served as managing director and chief executive officer of Brundage, Story & Rose, LLC, which was subsequently acquired by Bessemer Trust in 2000. He also served as an investment manager and investment research officer with J&W Seligman & Co. Skip began his career in investment management as a research analyst with Harris Upham & Co. Among other positions, he currently serves as chairman of the board of trustees of St. George's School in Newport, Rhode Island, vice chair of the board of Monmouth Medical Center Foundation, a member of the board of directors of Glen Raven Inc. and governor of Sea Bright Beach Club. Skip earned a Bachelor of Arts from the University of Pennsylvania and a Masters of Business Administration in finance from New York University’s Graduate School of Management.
Kyle Edmonds is a vice president with 11 years experience in the investment management industry. He is the point-of-contact for the Business Development Team in the New York 1330 office and interfaces with the local financial intermediaries such as Charles Schwab & Co and Fidelity Investments. Kyle is responsible for developing new business opportunities and solidifying client relationships. Prior to joining Atlantic Trust in 2003, he worked for Deutsche Bank Alex. Brown Inc as a registered sales associate. There he worked closely with high net-worth clients in all aspects of the investment process. His responsibilities included daily communication of investment thesis and price targets, generating profit/loss statements, trouble-shooting and problem solving for two top-producing investment representatives. Kyle attended New York University's Leonard N. Stern School of Business, earning a Master of Business Administration with concentrations in finance and international business. He also attended Pennsylvania State University earning a Bachelor of Science in economics.
Alexandra Fuhrmann is a senior portfolio manager in the New York 1330 office. She joined Atlantic Trust in 2002 and is a managing director responsible for managing the portfolios of high-net-worth individuals and their families. Prior to joining the firm, Alexandra served as a vice president and portfolio manager with Bessemer Trust, where she co-managed over 300 client portfolios with an aggregate value of approximately $500 million. Alexandra joined Bessemer through its acquisition of Brundage, Story and Rose, where she was responsible for managing equity and balanced portfolios for high-net-worth individuals and their families. Previously, Alexandra was employed at the World Economic Forum in Geneva, Switzerland. She began her career analyzing local market trends for Salus Management, a firm brokering joint ventures in Ukraine. Alexandra earned an AB cum laude with a concentration in applied mathematics/statistics from Harvard University. She holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute.
Jonathan Kadish is a senior relationship manager and portfolio manager based in New York, and is also the chief trust officer for the New York office. Jonathan provides a broad range of sophisticated wealth management services to high-net-worth clients throughout the country and internationally. Jonathan joined Atlantic Trust in 2003 and has 25 years of experience in the financial services industry. Prior to joining the firm, Jonathan served as a senior vice president and client account manager at Bessemer Trust Company, where he was responsible for advising clients on wealth, financial, tax, estate planning, investment and asset allocation strategies. Jonathan earned a Bachelor of Arts in economics from Rutgers University with concentrations in finance and accounting. He is a graduate of the American Bankers Association Employee Benefits Trust and Graduate Trust School, as well as Cannon Personal Trust and Personal Graduate Trust School. He also completed the College for Financial Planning certification professional education program, and the American College course program for Chartered Financial Consultants. He has earned designations as a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant, a Certified Trust and Financial advisor, a Certified Retirement Services professional and a Certified IRA Services professional. Jonathan serves on Atlantic Trust's trust committee, discretionary distribution and loan committee and is a member of the Wealth Strategies Group, where he advises clients and internal professionals on matters regarding trusts, financial and retirement planning issues. Jonathan also is a member of the American Bankers Association and the Financial Planning Association of NY/NJ.
Bruce Katz is a managing director with Atlantic Trust who has over 20 years of industry experience and is responsible for numerous client relationships throughout the firm. He works with individuals, endowments, institutions and intermediaries. Prior to joining Atlantic Trust in 2001, Bruce served as a first vice president for Avatar Associates and director of the Capital Management Group, a division dedicated to high-net-worth individuals, institutions and their financial professionals. He was also a member of Avatar's investment committee. Previously, Bruce served as a vice president with Mitchell Hutchins Asset Management, Inc., a subsidiary of Paine Webber, Inc. He earned a Bachelor of Science in accounting and finance from the State University of New York at Binghamton. Bruce also holds the CERTIFIED FINANCIAL PLANNER™ designation.
Craig Lambdin is a senior portfolio manager with 29 years of industry experience. He joined Atlantic Trust in 1995 from the Bank of New York, where he served as a vice president and senior portfolio manager responsible for managing portfolios for individual and institutional clients. Previously, Craig served as an investment associate with Brundage, Story and Rose Investment Counsel, where his responsibilities included portfolio management and research analysis. Craig began his career in 1980 as an investment officer with First Fidelity Bancorporation. He earned a Bachelor of Arts in economics and government from Dartmouth College and a Master of Business Administration in finance from New York University. Craig also holds the Chartered Financial Analyst and Chartered Investment Counselor designations. He is a member of the New York Society of Security Analysts and the CFA Institute.
Christopher Lombardo is a vice president and portfolio manager with 12 years experience in the investment management industry. As a portfolio manager, Christopher manages the portfolios of trusts, retirement plans and high-net-worth individuals and their families. Prior to joining Atlantic Trust in 1999, he worked for Pershing in their separately managed accounts program. Christopher earned a Bachelor of Science in business management, with a concentration in finance, from Binghamton University. He was awarded the Chartered Financial Analyst designation in 2007 and is a member of the New York Society of Security Analysts and the CFA Institute.
Margaret Rigal is a relationship manager with 18 years of industry experience in the financial industry. Based in New York, she is responsible for the day-to-day management and comprehensive oversight of client accounts. Margaret joined Atlantic Trust in 1992 from Whitehall Asset Management, where she served as assistant vice president. After attending Georgia State University, Margaret studied at the Sorbonne and received a diploma from the University of Paris. She is a member of the Greenwich, Connecticut Historical Society and the Bruce Museum of Science and Arts.
Maria Rispoli is a senior client service manager with 28 years of industry experience who supports the chief trust officer of the New York office. In this role, she provides comprehensive client service and fiduciary oversight of personal accounts and trusts while also being responsible for the daily account administration of these family relationships. Maria joined Atlantic Trust in 2004 and initially worked as the executive assistant to the president of Atlantic Trust. Prior to joining the firm, Maria served as an executive assistant within the client services group at Bessemer Trust. The majority of her experience stems from providing client service with Brundage, Story and Rose, an investment counseling firm which was acquired by Bessemer Trust in 2000, where she supported a managing director on investment management accounts, pension trusts, profit sharing plans and foundations. Maria earned an associate's degree from the Berkeley School in NY.
Gordon Ross is a relationship manager and vice president in Atlantic Trust's New York office. He has more than seven years of industry experience working directly with investors and their families to formulate and manage customized investment strategies and wealth management solutions. Prior to moving to the U.S., Gordon actively managed client portfolios on a daily basis as an investment manager for Bestinvest Brokers in London, one of the United Kingdom's largest independent wealth management firms. Born and raised in Scotland, Gordon earned a Bachelor of Arts in economics from the University of Durham in England and a Masters in Business Administration from the Harvard Business School.
Jay Vawter joined Atlantic Trust in 1977 and has 52 years of industry experience with 45 years of experience as a senior portfolio manager carrying out the financial needs of individuals, trusts, retirement plans and endowments. Prior to his tenure with Atlantic Trust, he worked for Loomis Sayles and Co. of Washington D.C. in investment counseling as well as in the investment department of Protective Life Insurance, Co. in Birmingham, Alabama. He earned a Bachelor of Business Administration and Master of Business Administration from the University of Michigan and holds both the Chartered Financial Analyst and the Chartered Investment Counselor designations. Jay is currently involved as a trustee of the Princeton Theological Seminary, the Center of Theological Inquiry and Warren Wilson College. He is also involved with the Stony Brook Millstone Watersheds Association, the Nassau Presbyterian Church and SAVE (an animal rescue charity). He is the former chairman of the Institute of Chartered Financial Analysts, where he was honored with the C. Sheppard Award. Previous board memberships include the Financial Analysts Federation, the Washington Society of Investment Analysts (president), the Historical Society of Princeton, New Jersey, the Opera Festival of New Jersey and the American Boychoir School. Additionally, he co-authored Managing Investment Portfolios: A Dynamic Process, a book used in the CFA program for over 20 years. Jay is also the author of numerous articles on investments in multiple publications.
Ned Zimmerman is a portfolio manager who has spent the last 50 of his 51 years of industry experience with Atlantic Trust. In this role, he serves the financial needs and objectives of high-net-worth clients by implementing individually tailored portfolios. Ned began his career as an equity analyst with Value Line Investment Survey. His past community involvement includes acting as trustee to Smith College and Atlantic Health Systems; furthermore, he served as president and chairman of the Investment Advisor Association. He earned a Bachelor of Arts from Yale University and a Master of Business Administration in finance from the Wharton School at the University of Pennsylvania. Additionally, Ned holds the Chartered Investment Counselor designation.
Eric Propper is the president and chief operating officer (COO) of Atlantic Trust and serves on the firm's Operating Committee. He has 28 years of industry experience and is also the team executive of the Atlantic Trust office in New York. In this role, he is responsible for managing a team of eight investment professionals and their support staff. Eric also serves as a relationship manager overseeing a broad range of client portfolios, including pension and profit sharing plans, endowment funds, charitable and religious organizations, individuals, trusts and other taxable investment portfolios. He also serves as a member of Atlantic Trust's Asset Allocation Committee and Multi-Manager Investment Committee. Eric joined Atlantic Trust in 1998 from J. Bush & Co. Previously, he spent ten years with Shearson Lehman Brothers and a predecessor E.F. Hutton. Eric earned a Bachelor of Arts from Hobart College and a Master of Business Administration from Columbia University. He holds the Chartered Financial Analyst designation and is a member of the Stamford Society of Security Analysts. Eric has served as a trustee for the Long Wharf Theatre in New Haven, CT, and he currently is a director of NeuroGenomex, Inc. in Madison, WI.