The Globe and Mail

Go to the Globe and Mail homepage

Jump to main navigationJump to main content

Press release from PR Newswire

Atlantic Trust Further Expands Houston Team

Thursday, May 09, 2013

Atlantic Trust Further Expands Houston Team

09:45 EDT Thursday, May 09, 2013

Jennifer Kane joins Atlantic Trust, bringing additional investment expertise to clients in Texas and the Southwest region

ATLANTA, May 9, 2013 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), today announced that Jennifer M. Kane has joined the firm's Houston office as a senior vice president and relationship manager. The Houston office opened in 2003 and is home to ten relationship and portfolio management, client service, wealth strategies and business development professionals.


"Working alongside our Houston team, Jennifer will develop new client relationships and provide asset allocation and investment advice for our clients," said Jack Markwalter, chairman and CEO for Atlantic Trust. "Texas is an important market where we have a substantial client base and are continuing to grow, so we're very pleased to attract such a talented professional to our team."

Jennifer brings more than 12 years of industry experience, joining us from Front Barnett Associates, where she served as a lead portfolio manager and member of the firm's investment committee. In that role, she evaluated client investment objectives, conveyed investment strategies and maintained client relationships. Previously, Jennifer was a junior portfolio manager and portfolio analyst with Atlantic Trust's Chicago office and a portfolio analyst with Fayez Sarofim & Company in Houston. She began her career with Fortis Investments and A.G. Edwards in Austin, Texas. Jennifer earned a Bachelor of Arts with concentrations in economics and finance from The University of Texas at Austin and a Master of Business Administration with a concentration in analytical finance from Northwestern University's Kellogg School of Management.

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

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

For further information: Bill Hensel, Invesco Director of Media Relations, 404.479.2886,; Carolyn Donnelly, Atlantic Trust Director of Marketing, 404.881.3417,

  • Globe Unlimited

    Digital all access pass across devices. subscribe

  • The Globe and Mail Newspaper

    Newspaper delivered to your doorstep. subscribe

  • Globe2Go

    The digital replica of our newspaper. subscribe

  • Globe eBooks

    A collection of articles by the Globe. subscribe

See all Globe Products

Advertise with us

Your number one partner for reaching Canada's Influential Achievers. learn more

The Globe at your Workplace
Our Company
Secure Service
Customer Service
Advertising Privacy
Globe Recognition
Mobile Apps
Other Sections