Bringing you live news and features since 2006 

Atlantic Trust expands Newport Beach office and wealth strategies team


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.

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by