This Day On The Street
Continue to site right-arrow
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
TheStreet Open House

Atlantic Trust Hires Charles F. Fowler To Join Newport Beach Team

Stocks in this article: CM

Firm is focused on continuing strong growth in Pacific Southwest

ATLANTA, March 6, 2014 /PRNewswire/ - Atlantic Trust, the U.S. private wealth management division of CIBC (CM: NYSE) (CM: TSX), today announced that Charles F. Fowler has joined the firm's Newport Beach office as a vice president.

(Photo: http://photos.prnewswire.com/prnh/20140306/MM78067)

"Adding Charlie to our Newport Beach team is part of our ongoing, firm-wide initiative to invest in key regions of concentrated wealth that present a growth opportunity for our business," said Jack Markwalter, chairman and CEO for Atlantic Trust. "The office opened in 2001 and Andrew Lang has done an outstanding job managing and expanding our client relationships in the Pacific Southwest region."

Newport Beach is the firm's fastest-growing office, now home to a total of six relationship and portfolio management, client service and business development professionals. The office had more than $1.6 billion in assets under management (AUM) as of December 31, 2013, increasing AUM by 166% over five years. Since December 31, 2008, the Newport Beach office has gained approximately $1 billion in AUM.

"We are delighted to welcome Charlie to Atlantic Trust; his leadership and experience better position us to continue to expand our presence across the Pacific Southwest," said Andrew Lang, CFA, managing director and head of the Atlantic Trust Newport Beach office.

In his new role, Fowler works to foster new relationships with high-net-worth clients and also to strengthen associations with key intermediaries in the Southern California region. Previously, Fowler was a vice president in the Private Client Group of Altegris Investments Inc., where he developed new business, advised high net worth individuals and families on alternative investment strategies, and developed and presented investment proposals to help meet the diverse financial objectives of clients. Prior to joining Altegris, he worked as a financial consultant at Charles Schwab & Co. and began his investment career as a consultant with A.G. Edwards & Sons. He earned a Bachelor of Arts in political science from Rutgers University and a Masters of Business Administration in finance and tax planning from San Diego State University. Fowler is a Certified Financial Planner (CFP®) and holds the Chartered Alternative Investment Analyst designation. He is also a Level III CFA Candidate and a member of the CFA Society of San Diego.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERâ„¢ in the U.S.

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

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
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

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

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, 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
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

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

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,805.41 +127.51 0.76%
S&P 500 1,964.58 +13.76 0.71%
NASDAQ 4,483.7150 +30.9230 0.69%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs