Bringing you live news and features since 2006 

Atlantic Trust hires in Houston, New York and Austin

RELATED TOPICS​

Atlantic Trust, the private wealth management division of Invesco, has hired Ryan McCleary as a senior vice president and senior relationship manager in Houston, Gordon A.M. Ross as a vice president and relationship manager in New York, and Mark E. Frazier as an associate vice president and associate relationship manager in Austin.

McCleary brings 13 years of experience in the financial services industry. He most recently served as vice president and co-portfolio manager with Fruth Investment Management, a Houston-based registered investment adviser, where he also co-managed client service for high-net-worth individuals and families.

Previously, he served eight years as a vice president and portfolio manager at King Investment Advisors, where he was as a member of the firm’s investment advisory group and chiefly responsible for the firm’s overall positioning and market strategy.

McCleary began his career in the investment business at Beutel Goodman Capital Management, where he worked as an analyst on a USD2bn mid-to-large cap domestic equities portfolio.

Ross brings more than seven years of industry experience. He has specialised in working directly with investors and their families to formulate and manage customized investment strategies and wealth management solutions. Most recently, Ross managed client portfolios as an investment manager for Bestinvest Brokers in London, one of the UK’s largest independent wealth management firms.

Frazier brings more than ten years of investment industry experience. He will work closely with senior relationship managers to provide customised wealth management solutions to their clients. Most recently, Frazier was an equity research associate with Brandes Investment Partners, an independent investment management firm. Previously, he served in institutional portfolio management and private client services at Brandes.

"The addition of these experienced professionals to Atlantic Trust’s growing national footprint underscores our ongoing commitment to hiring the best talent across the firm as we continue to provide our clients with superior service and tailored investment solutions," says Jack Markwalter (pictured), Atlantic Trust chairman and chief executive.

Latest News

As the ETF industry reaches a milestone of USD12.71 trillion in global assets, Brown Brothers Harriman writes that its 2024..
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin closed last week at approximately USD66,300, marking a 7.8 per..
HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
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