March 19, 2013
/PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), today announced that
Denise C. Whennen
, CFP®, has joined the firm's
office as a senior vice president and business development officer.
"Adding Denise to our
team is part of our ongoing, firm-wide initiative to invest in key growth regions," said
, chairman and CEO for Atlantic Trust. "
is an important market, considering our firm has an 80-year history in the Midwest through Stein Roe Investment Counsel, and we continue to see great opportunities to build our presence in the region."
is the firm's third-largest office, home to a total of 21 relationship and portfolio management, client service and business development professionals. The
office had more than
in assets under management (AUM) as of
December 31, 2012
, increasing AUM by 8.9% year-over-year.
"Denise joins our already successful business development efforts, led by
, CFA, CIC, managing director and co-head of Atlantic Trust's
office. "She will work alongside Jeff and our tenured client service teams to foster new client relationships and strengthen associations with key intermediary referral sources."
Whennen brings more than 28 years of industry experience to Atlantic Trust. Prior to joining the firm, she was a vice president and business development officer with RMB Capital Management. Previously, Whennen was a vice president and financial advisor with Bernstein Wealth Management, and she began her career with Procter & Gamble. Whennen is heavily involved in her community, where she is currently the chair of the Mid-American Club Membership Committee, leads the silent and live auction committees for the annual gala to support A Silver Lining Foundation, and is a group leader with the KTLR Group. Whennen earned a Bachelor of Science from
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.