Atlantic Trust Disclosure

Transcription

1

2 Atlantic Trust Disclosure Atlantic Trust Private Wealth Management includes Atlantic Trust Company, a division of Invesco National Trust Company (a limited-purpose national trust company), and Stein Roe Investment Counsel, Inc. (a registered investment adviser), both of which are wholly-owned subsidiaries of Atlantic Trust Group, Inc. This document is intended for educational purposes only and the material presented should not be construed as an offer or recommendation to buy or sell any security. Concepts expressed are current as of the date of this newsletter only and may change without notice. Such concepts are the opinions of our investment professionals, many of whom are Chartered Financial Analysts (CFA ). The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. There is no guarantee that these views will come to pass. Past performance does not guarantee future comparable results. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Atlantic Trust does not provide legal advice, and the information contained herein should only be used in consultation with your legal, accounting and tax advisers. To the extent that information contained herein is derived from third-party sources, although we believe the sources to be reliable, we cannot guarantee their accuracy. Investment Products Offered are Not FDIC-Insured, May Lose Value and are Not Bank Guaranteed. Invest For the Future 2

3 John S. Markwalter, Jr., Chairman and Chief Executive Officer Atlantic Trust Jack Markwalter is chairman and chief executive officer of Atlantic Trust as well as chairman and chief executive officer of Invesco National Trust Company. He is a senior managing director of Invesco and serves as a member of Invesco s Executive Management Committee. He joined Atlantic Trust in 2002 as head of business development and has more than 26 years of experience in the private client and investment industry. From 2008 to 2010, Markwalter also served as head of Invesco s U.S. Institutional Sales, Client Service and Consultant Relations. Prior to joining Atlantic Trust, Markwalter served as managing director and national director of the client strategy group for Morgan Stanley Private Wealth Management. He earned a Bachelor of Science with highest honors from the Georgia Institute of Technology and a Master of Business Administration from the Harvard Graduate School of Business Administration. Markwalter serves in various leadership roles for many community organizations. Among other positions, he is a member of the board of trustees for the Georgia Tech Foundation, the board of directors for Jacob s Ladder, the board of directors for St. Joseph s Hospital Mercy Foundation and the Atlanta Chamber of Commerce. He serves as chairman for his Harvard Business School Reunion Fund Campaign and is a member of the Big Brothers Big Sisters Capital Campaign Committee. Invest For the Future 3

4 John Hillen, PhD President and Chief Executive Officer Sotera Defense Solutions, Inc. John Hillen is the president and chief executive officer of Sotera Defense Solutions, Inc., formerly Global Defense Technology & Systems, Inc. (NASDAQ: GTEC). Sotera provides mission-critical counterterrorism, cyber intelligence, cyber warfare and modernization systems to national security agencies and programs of the U.S. government. Hillen took the company public in 2009, and both the company and he have won numerous industry awards since that time. Prior to his current job at Sotera, Hillen was president of what is now CGI Federal Inc., a subsidiary of CGI Inc. (NYSE: GIB). He previously led the defense and intelligence business at American Management Systems, Inc. (NASDAQ: AMSY). In 2000, Hillen was vice president, and later chief operating officer, of Island ECN Inc., a capital-markets firm in New York. From 2005 to 2007, Hillen served as the assistant secretary of state for political-military affairs in the Bush administration. In that capacity, he was the senior State department official responsible for coordinating America s diplomatic strategy with its military operations. During his time in the U.S. Army, Hillen was a reconnaissance and special operations officer in Asia, Europe and the Middle East. He has been decorated for his actions in combat and is a life member of the Veterans of Foreign Wars, the Council on Foreign Relations and a number of other professional organizations. He currently serves on the Chief of Naval Operations Executive Panel, the federal advisory committee supporting the head of the U.S. Navy. John Hillen was awarded the Henry Crown Fellowship for community spirited leadership by the Aspen Institute. A long-time member of the Young Presidents Organization (YPO), and he was the subject of a recent cover story in Smart CEO magazine, entitled Renaissance Man. Hillen graduated from Duke University, holds a Master s Degree from King s College London, a doctorate from Oxford and received his MBA from the Johnson School of Management at Cornell. Invest For the Future 4

5 Invest For the Future 5

6 Invest For the Future 6

7 Invest For the Future 7

8 Invest For the Future 8

9 Invest For the Future 9

10 Invest For the Future 10

11 Invest For the Future 11

12 Invest For the Future 12

13 Invest For the Future 13

14 Invest For the Future 14

15 Invest For the Future 15

16 Invest For the Future 16

17 Invest For the Future 17

18 Invest For the Future 18