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Atlantic Trust expands Newport Beach office and wealth strategies team

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Private wealth management firm Atlantic Trust has appointed Aaron N. Newland to its Newport Beach office as a vice president and business development professional.

Additionally, Christine L. Lucero has joined the Boston office as an associate vice president and wealth strategist.

The addition of Newland is part of the firm’s initiative to invest in key regions for growth, as announced earlier this year with new hires in Austin and Washington DC.

“The Pacific Southwest is a region where Atlantic Trust has a great opportunity for building our business,” says Jack Markwalter (pictured), chairman and chief executive. “Andrew Lang has done a remarkable job there with a small, yet strong team, and we believe Aaron will help us further penetrate this growing market.”

Newland brings over 17 years of experience in the investment management and estate planning fields. His background includes working as a vice president for First American Trust, FSB, and the inception and management of an independent registered investment advisory business located in Long Beach, California.

Previous to this, he served as a vice president with Fidelity Investments Personal Trust Services, where he worked with high net worth families to design and implement investment and estate planning strategies to meet their needs.

Lucero is responsible for the development of integrated wealth management solutions and provides estate and financial planning services to clients. Prior to joining Atlantic Trust, she was an estate planning specialist with Fidelity Personal Investments.

Atlantic Trust is the private wealth management division of investment management company Invesco.

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