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Atlantic Trust Pell Rudman Appoints Jack Markwalter Executive Vice President; Experienced Wealth Manager Latest To Join Growing Team.


Business Editors

NEW YORK--(BUSINESS WIRE)--February 11, 2002

Atlantic Trust Pell Rudman, the North American North American

named after North America.


North American blastomycosis
see North American blastomycosis.

North American cattle tick
see boophilusannulatus.
 unit of AMVESCAP's (NYSE NYSE

See: New York Stock Exchange
: AVZ) Private Wealth Management Division, today announced the appointment of John "Jack" Markwalter as Executive Vice President of Client Services and Business Development, marking the latest wealth manager to join the firm as it continues to build a world-class team of experienced professionals.

Based in Atlanta, with oversight of the firm's seven regional offices, Mr. Markwalter joins several new senior level professionals at the firm to build upon Atlantic Trust Pell Rudman's tradition of superior client service, investment results, and the global breadth of AMVESCAP.

"We are pleased to have a professional with Jack's experience and proven leadership join our growing business as we continue to introduce new investment solutions and add seasoned professionals to provide our clients with top quality, personal services personal services n. in contract law, the talents of a person which are unusual, special or unique and cannot be performed exactly the same by another. These can include the talents of an artist, an actor, a writer, or professional services. ," said Donald J. Herrema, chief executive officer of Atlantic Trust Private Wealth Management. "Jack's extensive experience serving high net worth individuals, and his individualized in·di·vid·u·al·ize  
tr.v. in·di·vid·u·al·ized, in·di·vid·u·al·iz·ing, in·di·vid·u·al·iz·es
1. To give individuality to.

2. To consider or treat individually; particularize.

3.
 approach to wealth management, fit perfectly with our commitment of meeting the growing needs of our clients."

With over 15 years in the private client and wealth management industry, Markwalter most recently served as National Director of the client strategy group for Morgan Stanley To comply with Wikipedia's , the introduction of this article needs a complete rewrite.  Private Wealth Management, where he was responsible for growing the firm's high net worth business. Markwalter will report to Herrema, and work closely with Ed Rudman, co-founder and Chairman of Atlantic Trust Pell Rudman, and the management team to extend the firm's growing wealth management capabilities and offerings.

Markwalter will join Courtlandt Ault, Executive Vice President and National Business Development Director in the firm's Atlanta office. Prior to Atlantic Trust Pell Rudman, Ault served as Managing Director at Bessemer Trust in its Atlanta office and lead the firm's southeast regional business development initiative. Anne Surrett, formerly of OFFITBANK Wachovia, also joins the firm as Executive Vice President and Regional Head of the Mid-Atlantic offices and will remain in Winston-Salem where she was based as part of OFFITBANK Wachovia's team for 17 years. Other recent additions include Anthony Perkins who joins from State Street Global Advisors, as Chief Technology Officer and, Marsha Askins, formerly of Wachovia Private Financial Advisors, serving as Marketing and Communications Director.

Atlantic Trust Pell Rudman also announced the promotions to Executive Vice President of several long-term professionals and members of its management team including Steve Kenney, the firm's Northeastern Regional Head, Jeff Thomas, Chief Investment Officer, and James Spencer, Chief Equity Officer. All three professionals are based in Boston and have been with the firm on average, for close to ten years.

About Atlantic Trust Pell Rudman

Atlantic Trust Pell Rudman, the North American platform for Atlantic Trust Private Wealth Management, a division of AMVESCAP PLC, is a leading investment services firm that provides comprehensive asset management and financial advisory services advisory services

advisory services provided to the public, in their capacity as owners and managers of animals, are an important part of veterinary science. They may be provided by government bureaux, by commercial companies who deal in pharmaceuticals or animals or animal
 to private clients around the world. With approximately $10 billion in assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. , Atlantic Trust Private Wealth Management manages wealth for individuals and families, and provides asset management services to foundations and endowments. In 2001, Boston-based wealth management firm Pell Rudman was acquired to serve as the foundation of the North American operations North American operation Surgical oncology Radical surgery of a 'frozen pelvis', consisting of radical en bloc resection of the uterus and urinary bladder. See 'Frozen pelvis.'. Cf 'All-American' and 'South American' operations. , Atlantic Trust Pell Rudman. Atlantic Trust Private Wealth Management services include investment management, asset allocation Asset Allocation

The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio.
, trust services, custody and family office solutions. Atlantic Trust Private Wealth Management has offices in Boston, New York Boston is a town in Erie County, New York, United States. The population was 7,897 at the 2000 census. The town is named after Boston, Massachusetts.

The Town of Boston is an interior town of the county and one of the county's "Southtowns.
, Washington, D.C., Winston-Salem, Baltimore, Wilmington, Denver, Atlanta, London, and Jersey. For more information, please visit www.atlantictrustco.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 products for individual and institutional clients in more than 100 countries. The company is listed on the London, New York New York, state, United States
New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of
, Paris, and Toronto Stock Exchanges Toronto Stock Exchange (TSE)

Canada's largest stock exchange, trading approximately 1,200 company stocks and 33 options.
 with the symbol "AVZ." For more information, please visit www.amvescap.com
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Copyright 2002, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

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Publication:Business Wire
Geographic Code:4EUUK
Date:Feb 11, 2002
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