Business & Finance
Business and Finance
Business and Finance
Tue, August 3, 2010 Atlantic Trust Announces Senior Appointments in Houston, New York, and Austin Offices
ATLANTA--([ BUSINESS WIRE ])--Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), today announced the addition of Ryan McCleary, CFA, as a senior vice president and senior relationship manager in Houston, Gordon A.M. Ross as a vice president and relationship manager in New York, and Mark E. Frazier, CFA, as an associate vice president and associate relationship manager in Austin.
"The addition of these experienced professionals to Atlantic Trusta™s growing national footprint underscores our ongoing commitment to hiring the best talent across the firm as we continue to provide our clients with superior service and tailored investment solutions"
Mr. McCleary brings 13 years of experience in the financial services industry to his senior role in our firma™s Houston office. He most recently served as vice president and co-portfolio manager with Fruth Investment Management, a Houston-based registered investment advisor, where he also co-managed client service for high-net-worth individuals and families. Previously, he served eight years as a vice president and portfolio manager at King Investment Advisors, where he was as a member of the firma™s Investment Advisory Group and chiefly responsible for the firma™s overall positioning and market strategy. Mr. McCleary began his career in the investment business at Beutel Goodman Capital Management, where he worked as an analyst on a $2 billion mid-to-large cap domestic equities portfolio. He earned a Bachelor of Arts from Vanderbilt University and was graduated summa cum laude. He also holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Mr. Ross brings more than seven years of industry experience to his senior role in our firma™s New York office. Specifically, he has specialized in working directly with investors and their families to formulate and manage customized investment strategies and wealth management solutions. Most recently, Mr. Ross managed client portfolios on a daily basis as an investment manager for Bestinvest Brokers in London, one of the United Kingdoma™s largest independent wealth management firms. Born and raised in Scotland, Mr. Ross earned a Bachelor of Arts in Economics from the University of Durham in England and a Masters in Business Administration from the Harvard Business School.
Mr. Frazier brings more than 10 years of investment industry experience to his senior role in our firma™s Austin office, where he will work closely with senior relationship managers to provide customized wealth management solutions to their clients. Most recently, Mr. Frazier was an equity research associate with Brandes Investment Partners, an independent investment management firm. Previously, he served in institutional portfolio management and private client services at Brandes. He earned a Bachelor of Arts in Business Administration with a concentration in finance from Washington State University and holds the Chartered Financial Analyst designation.
aThe addition of these experienced professionals to Atlantic Trusta™s growing national footprint underscores our ongoing commitment to hiring the best talent across the firm as we continue to provide our clients with superior service and tailored investment solutions,a said Jack Markwalter, Atlantic Trust chairman and CEO.
aThe Houston, New York and Austin markets are critical to our success. We have strong, experienced leadership in each location a" Scott Caven, managing director in Houston; Eric Propper, president and COO in New York; and Mark Powell, managing director in Austin a" and are committed to growing our presence for the benefit of our clients.a
About Atlantic Trust
Atlantic Trust is one of the nationa™s leading private wealth management firms, offering integrated wealth management and investment counseling services for high net worth individuals, families, foundations and endowments. The firm considers clientsa™ financial, trust, estate planning and philanthropic needs in developing customized asset allocation and investment management solutions. Experienced professionals deliver a broad range of offerings, including proprietary investment solutions and a robust open architecture platform of traditional and alternative managers. Atlantic Trust operates in 11 full-service locations throughout the United States. With more than $15.4 billion in assets under management (as of June 30, 2010), Atlantic Trust is the private wealth management division of Invesco Ltd. (NYSE: IVZ). For more information, visit [ www.atlantictrust.com ].
About Invesco
Invesco is a leading independent global investment manager, 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 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at [ www.invesco.com ].
The Chartered Financial Analysts® (CFA®) designation is globally recognized and attests to a charterholdera™s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
