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Alan Fields and Jeff Anthony Join Atlantic Trust
BOSTON, Aug. 23 /PRNewswire-FirstCall/ -- Jack Markwalter, chief executive
officer of Atlantic Trust Private Wealth Management, a division of AMVESCAP
PLC, announced today that Alan S. Fields and Jeffrey E. Anthony have joined
Atlantic Trust Pell Rudman in Boston. Fields and Anthony, both managing
directors, will serve as senior relationship managers responsible for helping
individuals and their families, endowments, and foundations define financial
and investment goals and implement strategies to reach them.
"We are pleased to welcome Alan and Jeff to Atlantic Trust Pell Rudman," said
Ed Rudman, senior partner and co-founder of Pell Rudman. "They are highly
skilled and experienced wealth management professionals with a reputation for
client service that makes them a strong addition to our team."
Alan Fields has 40 years experience serving high net worth and eleemosynary
clients, most recently with Harbor Capital Management Company, a company he
founded in 1979, where he was chairman of their private client group.
Previously, he served as an officer and portfolio manager with Phoenix
Investment Counsel of Boston and as a portfolio manager with Hornblower Asset
Management. He began his career as a research analyst with Manufacturers
Hanover Trust Company. Alan is an active member of the Boston community where
he serves as director of the Josiah W. Hayden Recreational Centre, trustee of
the Town of Lexington Retirement Fund, chairman of the trustees of Public
Trusts in Lexington, and treasurer of the Cary Memorial Foundation.
Additionally, Alan serves as a member of the Boston Committee on Foreign
Relations and on the investment committees of both Wellesley College and
Combined Jewish Philanthropies. He received a B.A. and MBA from the University
of North Carolina, Chapel Hill, where he currently serves as a director of the
UNC-Chapel Hill Center for Jewish Studies.
Jeff Anthony also joins Atlantic Trust Pell Rudman with 35 years of experience,
most recently with Harbor Capital Management Company where he served as chief
executive officer of the private client group and was responsible for strategic
planning, sales and marketing, product development, portfolio management and
firm wide operations. He also served as chairman of the investment policy and
account review committees and as a member of the board of directors.
Previously, Jeff served as a general partner and managing director of Haldor
Investment Advisors and vice president and Boston regional manager with SNC
Investment Counseling, the high net worth investment management division of
Shawmut National Bank.
Jeff's prior experience includes 16 years in various roles with Old Stone Bank,
including his roles as senior vice president in the money market group and vice
president and trust officer in the trust department. Jeff is presently a
member of the Boston Economic Club, the Boston Society of Financial Analysts,
the Providence Society of Financial Analysts, and is a Fellow of the Financial
Analysts Federation. He received a B.A. from Wittenberg University and
attended the National Trust School at Northwestern University.
About Atlantic Trust Group
Atlantic Trust Group, Inc., a division of AMVESCAP, is a leading wealth
management firm that provides comprehensive asset management and financial
advisory services to private clients around the world. With $15 billion in
assets under management (as of June 30, 2004), Atlantic Trust Group manages
wealth for individuals and families, and provides asset management services to
foundations and endowments. Atlantic Trust provides investment management,
asset allocation, trust, custody, and family office services and has offices in
New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin,
Winston-Salem, Baltimore, Denver, Newport Beach, and Washington, D.C. For more
information, please visit http://www.atlantictrust.com/ .
About AMVESCAP
AMVESCAP is a leading independent global investment manager, dedicated to
helping people worldwide build their financial security. Operating under the
AIM, INVESCO, and Atlantic Trust brands, AMVESCAP strives to deliver
outstanding investment performance and service through a comprehensive array of
retail and institutional products for clients around the world. The Company is
listed on the London, New York, Paris, and Toronto stock exchanges with the
symbol "AVZ." Additional information is available at http://www.amvescap.com/
.
DATASOURCE: AMVESCAP
CONTACT: Marsha L. Askins, Director of Marketing & Communications of
Atlantic Trust Private Wealth Management, +1-212-259-3820, or
Web site: http://www.atlantictrust.com/
http://www.amvescap.com/