Recruitment Drive Continues At Atlantic Trust

Tom Burroughes

2 February 2010

Atlantic Trust, which as reported by this publication has recently made a number of hires, has appointed Christine Lucero to its Boston office as an associate vice president and wealth strategist.

Prior to joining Atlantic Trust, Ms Lucero was an estate-planning specialist with Fidelity Personal Investments.

Boston is the firm’s largest office, founded in 1985 and now home to 38 client service professionals managing $4.2 billion in assets for 347 client relationships.

Last month Atlantic Trust made four key hires, the most recent being that of Aaron Newland, a senior executive with investment management and estate planning experience, to the firm’s Newport Beach, California office.

Earlier in the month Atlantic Trust’s Washington, DC office was bolstered with the addition of Jeff Dillman and Steven Smith as senior relationship managers, while attorney Craig Falls joined as a relationship manager in Austin, Texas.