Dec. 17, 2012
/PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), announced today it is opening a new office in
at 1201 North Orange Street, Suite 705, marking the firm's 12
office in the U.S.
Dee Ann Schedler
will serve as head of the new
office, with Managing Director
Jeffrey C. Dillman
, CFA, serving as senior relationship manager. Both professionals will continue to maintain their current client relationships within the Mid-Atlantic region, as well.
"I'm very pleased to announce the opening of our new office in
, chairman and CEO for Atlantic Trust. "This strategic move is part of what has been a successful, ongoing effort to expand our business into important wealth markets throughout the nation."
Schedler has more than 25 years of industry experience, joining Atlantic Trust in 2004 from SunTrust Bank, where she had served as regional managing director of the personal asset management division. Previously, she was a managing director and senior portfolio manager with Riggs & Co. private client division and a portfolio manager at ASB Capital Management. Schedler graduated from the
University of Texas at Austin
and is a member of the CFA Institute.
Dillman has more than 31 years of industry experience, joining Atlantic Trust in 2008 from Bessemer Trust Company of
, where he was a principal and senior client account manager. Previously, he was responsible for managing a team of investment and fiduciary officers for BNY Mellon Wealth Management and served as a senior investment officer at U.S. Trust Company. Dillman earned a Bachelor of Arts from
and holds the Chartered Financial Analyst designation.
About Atlantic Trust
Atlantic Trust is one of the nation's leading private wealth management firms, offering integrated wealth management for high net worth individuals, families, foundations and endowments. The firm considers clients' financial, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management solutions. Experienced professionals deliver a broad range of offerings, including proprietary investment strategies and a robust open architecture platform of traditional and alternative managers. Atlantic Trust operates in 12 full-service locations throughout the U.S. With
in AUM (as of
November 30, 2012
), Atlantic Trust is the private wealth management division of Invesco Ltd. (NYSE: IVZ). For more information, visit
About Invesco Ltd.
Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the firm is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at
SOURCE Atlantic Trust