Hills Invest Further Expands Palm Beach Team
Katlyn White joins Hills Invest, bringing additional investment expertise to clients in Mexico and the Northwest region.
Palm Beach, FL, September 21, 2016 --(PR.com)-- Hills Invest, www.hillsinvest.com, the Latin America Financial Division of Atlantic TC Bank (Atlantic Trust Company NA), today announced that Katlyn White has joined the firm’s Palm Beach office as a senior vice president and relationship manager.
The Palm Beach office opened in 2015 and is home to ten relationship and portfolio management, client service, wealth strategies and business development professionals.
“Working alongside our Palm Beach team, Katlyn will develop new client relationships and provide asset allocation and investment advice for our clients,” said Mr. Brandell, CEO for Hills Invest.
“Mexico is our more important market where we have a substantial client base and are continuing to grow, so we’re very pleased to attract such a talented professional to our team.”
Katlyn brings more than 11 years of industry experience, joining us from Barnett Associates, where she served as a lead portfolio manager and member of the firm’s investment committee.
In that role, she evaluated client investment objectives, conveyed investment strategies and maintained client relationships. Previously, Katlyn was a junior portfolio manager and portfolio analyst with Atlantic TC Bank’s Chicago office and a portfolio analyst with Sarofim in Houston.
She began her career with Fortis Investments and A.G. Edwards in Austin, Texas.
Katlyn earned a Bachelor of Arts with concentrations in economics and finance from The University of Texas at Austin and a Master of Business Administration with a concentration in analytical finance from Northwestern University’s Kellogg School of Management.
The Palm Beach office opened in 2015 and is home to ten relationship and portfolio management, client service, wealth strategies and business development professionals.
“Working alongside our Palm Beach team, Katlyn will develop new client relationships and provide asset allocation and investment advice for our clients,” said Mr. Brandell, CEO for Hills Invest.
“Mexico is our more important market where we have a substantial client base and are continuing to grow, so we’re very pleased to attract such a talented professional to our team.”
Katlyn brings more than 11 years of industry experience, joining us from Barnett Associates, where she served as a lead portfolio manager and member of the firm’s investment committee.
In that role, she evaluated client investment objectives, conveyed investment strategies and maintained client relationships. Previously, Katlyn was a junior portfolio manager and portfolio analyst with Atlantic TC Bank’s Chicago office and a portfolio analyst with Sarofim in Houston.
She began her career with Fortis Investments and A.G. Edwards in Austin, Texas.
Katlyn earned a Bachelor of Arts with concentrations in economics and finance from The University of Texas at Austin and a Master of Business Administration with a concentration in analytical finance from Northwestern University’s Kellogg School of Management.
Contact
Hills Invest
Daniella de Chavez
305.515.6978
www.hillsinvest.com
Director of Marketing
Contact
Daniella de Chavez
305.515.6978
www.hillsinvest.com
Director of Marketing
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