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"The addition of Liza to our Wealth Strategies Group is an important step in our ongoing commitment to hire experienced, dedicated professionals to provide integrated tax, trust, estate and philanthropic planning," said
Jack Markwalter, chairman and CEO for Atlantic Trust. "As Atlantic Trust continues to grow, we remain laser-focused on creating the best possible client experience. Our people are the key to this effort."
Boston office is home to 20 relationship managers and has more than
$5.7 billion in assets under management (as of
September 30, 2013). The addition of Connelly allows Atlantic Trust to better serve its existing client base and broaden relationships with many of the premier law firms in the Northeast that use and will consider Atlantic Trust as a trustee and wealth manager for their clients.
"When clients or prospective clients can sit down with someone who understands their challenges and goals, the result is a better plan for integrating the various aspects of their financial lives," said
Linda Beerman, chief fiduciary officer and head of Atlantic Trust's Wealth Strategies Group. "We believe access to tenured wealth planning professionals is critical for our clients."
Connelly joins Atlantic Trust from the Trusts & Estates Department of Rackemann, Sawyer & Brewster, P.C., where she focused on estate planning, estate administration, trust administration and tax work for her clients. Liza previously served as an associate in Personal Client Service at Deutsch Williams Brooks DeRensis &
Holland, P.C., in
Boston and worked in offshore relationship management and marketing at Brown Brothers Harriman & Co. She has a niche area of pet trust planning and worked extensively on the
Massachusetts pet trust statute. Liza is an active member and has served on various committees for the Boston Estate Planning Council and is a member of the board of overseers at the Massachusetts Society for the Prevention of Cruelty to Animals. She is also on the executive committee of the Trusts & Estates Consortium in
Boston and on the alumni council for Dedham Country Day School. Liza received her Juris Doctorate from
Suffolk University, her LL.M. in taxation from
Boston University and a Bachelor of Arts from Miami University. She is a member of the State Bar of Massachusetts. Liza enjoys travelling to
Africa with her husband, running and tennis.
About Atlantic TrustAtlantic 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
$22.8 billion in assets under management (as of
September 30, 2013), 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