Information contained on this page is provided by companies via press release distributed through PR Newswire, an independent third-party content provider. PR Newswire, WorldNow and this Station make no warranties or representations in connection therewith.
SOURCE Atlantic Trust
Denise C. Whennen, CFP®, joins Atlantic Trust to further fuel the firm's growth momentum in the Midwest
ATLANTA, March 19, 2013 /PRNewswire/ -- Atlantic Trust, the private wealth management division of Invesco Ltd. (NYSE: IVZ), today announced that Denise C. Whennen, CFP®, has joined the firm's Chicago office as a senior vice president and business development officer.
"Adding Denise to our Chicago team is part of our ongoing, firm-wide initiative to invest in key growth regions," said Jack Markwalter, chairman and CEO for Atlantic Trust. "Chicago is an important market, considering our firm has an 80-year history in the Midwest through Stein Roe Investment Counsel, and we continue to see great opportunities to build our presence in the region."
Chicago is the firm's third-largest office, home to a total of 21 relationship and portfolio management, client service and business development professionals. The Chicago office had more than $2.2 billion in assets under management (AUM) as of December 31, 2012, increasing AUM by 8.9% year-over-year.
"Denise joins our already successful business development efforts, led by Jeffrey Jacobs," said Jon Henderson, CFA, CIC, managing director and co-head of Atlantic Trust's Chicago office. "She will work alongside Jeff and our tenured client service teams to foster new client relationships and strengthen associations with key intermediary referral sources."
Whennen brings more than 28 years of industry experience to Atlantic Trust. Prior to joining the firm, she was a vice president and business development officer with RMB Capital Management. Previously, Whennen was a vice president and financial advisor with Bernstein Wealth Management, and she began her career with Procter & Gamble. Whennen is heavily involved in her community, where she is currently the chair of the Mid-American Club Membership Committee, leads the silent and live auction committees for the annual gala to support A Silver Lining Foundation, and is a group leader with the KTLR Group. Whennen earned a Bachelor of Science from Virginia Tech.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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 $20.3 billion in assets under management (as of Dec. 31, 2012), 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.
©2012 PR Newswire. All Rights Reserved.