ATLANTA, 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 Chicago office as a senior vice president and business development officer.
"Adding Denise to our Chicago team is part of our ongoing, firm-wide initiative to invest in key growth regions," said Jack Markwalter, chairman and CEO for Atlantic Trust. " Chicago 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."
Chicago is the firm's third-largest office, home to a total of 21 relationship and portfolio management, client service and business development professionals. The Chicago office had more than $2.2 billion 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 Jeffrey Jacobs," said Jon Henderson, CFA, CIC, managing director and co-head of Atlantic Trust's Chicago 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 Virginia Tech. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV