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Washington, DC
Jeffrey C. Dillman, CFA
Damara R. Jones
Bruce D. Katz, CFP
Dee Ann Schedler
Steven W. Smith
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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Jeff Dillman is a senior relationship manager with 30 years of experience managing portfolios for high net worth individuals and families. Previously, Jeff served as a principal and senior client account manager for Bessemer Trust Company of Delaware, which he joined in 2008 from BNY Mellon Wealth Management. In that role, he was responsible for managing the region's largest team of investment and fiduciary officers, as well as several significant client relationships. Prior to those roles, Jeff was a senior investment officer at U.S. Trust Company. He serves as treasurer of the Delaware Children's Museum and as a member of the finance committee for the Rodney Street Tennis and Tutoring Association. Jeff earned a Bachelor of Arts from Duke University and is a Chartered Financial Analyst.
Damara Jones is a client administrator in the Washington D.C. office of Atlantic Trust. In this role, Damara is responsible for managing several duties related to client accounts such as account administration, reporting and analysis. In addition to these tasks, she helps the Washington D.C. office plan and achieve their marketing objectives by directing and leveraging resources from within the firm. Prior to joining Atlantic Trust in 2007, Damara worked as a marketing services coordinator at WilmerHale law firm and earned a bachelor of science in communications from Morgan State University. She also volunteers as a business manager for a community singing group called Voices of Praise in the Washington D.C. area.
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 his bachelor of science in accounting and finance from the State University of New York at Binghamton. Bruce also holds the Certified Financial Planner designation.
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.
Steven Smith is a senior business development officer and relationship manager with over 20 years of experience in assisting high net worth individuals and families. Prior to joining Atlantic Trust in 2009, Steven worked for the Citi Private Bank, which he joined in 2007 from U.S. Trust Company. In this role, he was responsible for business development and relationship management across the country. Steven sits on the boards of The Sitar Arts Center, The Campagna Center, The National Aquarium of Washington, D.C./Baltimore and Millsaps College in Jackson, Mississippi. Previously, he served on the Board of The Cathedral Choral Society and The Kennedy Center Circles Board. In addition, he is a member of The Economic Club of Washington. Steven earned a Bachelor of Arts in English and Master of Business Administration from Millsaps College.