ATLANTA, July 24, 2013 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), announced today that Jason L. Stoneman has joined the firm's Washington, D.C., office as senior vice president and senior relationship manager.
"Jason's investment expertise and his effectiveness in building strong relationships with sophisticated clients make him a great addition to our Atlantic Trust team," said Jack Markwalter, Atlantic Trust chairman and CEO. "As we continue to leverage the depth and breadth of our full range of solutions for private clients, Jason will provide further growth opportunities for our firm in the Mid-Atlantic region."
Stoneman will be responsible for working with clients and their advisors to develop and implement investment and estate plans, as well as supporting the business development and overall client service efforts for the Washington, D.C., office. With this new hire, Atlantic Trust continues to bring talented professionals into key U.S. markets. The Washington, D.C., office is well-positioned to grow, with a strong team of relationship managers, client service professionals and administrative personnel.Stoneman brings more than eight years of industry experience, joining Atlantic Trust from HighTower Advisors, where he was a director of investment strategies for a team overseeing $1.2 billion in institutional and private client assets. Previously, he was a financial analyst with Merrill Lynch Private Banking and Investment Group. In addition, Stoneman served as an infantry officer in the U.S. Army for six years prior to beginning his career in financial services. He is a graduate of the United States Military Academy and received a Master of Business Administration degree from Johns Hopkins University. He 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 solutions, including proprietary investment offerings and a robust open architecture platform of traditional and alternative managers. Atlantic Trust operates in 12 full-service locations throughout the U.S. With $21.7 billion in assets under management (as of March 31, 2013), Atlantic Trust is the private wealth management division of Invesco Ltd. (NYSE: IVZ). For more information, visit www.atlantictrust.com. 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 www.invesco.com. SOURCE Atlantic Trust
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