This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Atlantic Trust Adds Experienced Wealth Strategist To Boston Team

ATLANTA, Oct. 22, 2013 /PRNewswire/ -- Atlantic Trust today announced that Elizabeth M. "Liza" Connelly has joined the firm's Boston office as a vice president and wealth strategist.

(Logo: http://photos.prnewswire.com/prnh/20110131/MM39469LOGO-c)

"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."

Atlantic Trust's 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 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

Copyright 2011 PR Newswire. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG

Markets

DOW 18,126.12 -36.87 -0.20%
S&P 500 2,120.79 -2.69 -0.13%
NASDAQ 5,097.9760 -8.6170 -0.17%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs