Forbes

"Investors Cheer Trump's Inauguration As America's 45th President"

“The markets will be watching how aggressive President Trump will be in pushing new policies," said David Donabedian, chief investment officer of Atlantic Trust Private Wealth Management.

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Real Assets Advisor

"Historic Day, Fateful Decision"

Atlantic Trust Chairman and CEO Jack Markwalter was featured on the cover of Real Assets Adviser. The story is based on a personal, in-depth interview in which he discusses his upbringing in the industry and his future plans for Atlantic Trust.

Listen to the interview

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Private Wealth

"A Perfect Union"

Atlantic Trust was featured on the cover of Private Wealth magazine. The story is based on in-depth interviews with Atlantic Trust's CEO Jack Markwalter, CIO David L. Donabedian, CFA, and Head of Wealth Strategies Paulina Mejia. The article also cites Steve Geist, CIBC Senior Executive Vice President and Group Head, Wealth Management.

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The Wall Street Journal

"Be Careful When Passing Down a Roth IRA"

Atlantic Trust Managing Director and Senior Wealth Strategist Catherine Schnaubelt was quoted in The Wall Street Journal: "Within the trust you have to have specific named beneficiaries [for the Roth], and it generally has to be what's called a conduit trust," she said. "That trust, then, has to make out the required minimum distributions every year." Read more


CNBC

"Why Naming Rights for Wealthy Donors Can Be More Than Just Bragging Rights"

Head of Atlantic Trust's Wealth Strategies Group Paulina Mejia was quoted in CNBC discussing wealthy families and legacy: "Wealthy families want to 'envision and put into place what their legacy is and what they want to do, and how to pass it to the next generation, and how that generation feels about that responsibility," she said. Read more


Forbes

"Top Wealth Manager Focus on Family Values"

Atlantic Trust Managing Directors Bruce D. Katz, CFP®, and Sidney F. Queler appeared on the RIA Channel for Forbes Advisor Network after Atlantic Trust ranked 7th on the 2015 Forbes Top 100 Wealth Managers list. Watch now