Press release from PR Newswire
Atlantic Trust Further Expands Houston Team
Thursday, May 09, 2013
Atlantic Trust Further Expands Houston Team09:45 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 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
For further information: Bill Hensel, Invesco Director of Media Relations, 404.479.2886, email@example.com; Carolyn Donnelly, Atlantic Trust Director of Marketing, 404.881.3417, firstname.lastname@example.org