Alan Fields and Jeff Anthony Join Atlantic Trust
August 23 2004 - 2:08PM
PR Newswire (US)
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/
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