Who We Are

Atlantic Trust is a specialty investment advisory firm dedicated to providing customized investment management services to individuals, families, related trusts and small institutions.  We also act as trustee of family trusts, estates, and retirement plans.

 

Our guidance is personal, tailored, and informed by decades of diverse financial and business expertise.

 

Located in Portland, Maine for the last four decades, we are successors to a family office tradition from Boston, which for several generations specialized in the management of family wealth and not-for-profit foundations.

 

If you could benefit from a more active, comprehensive, and experienced wealth management partner, we would be happy to meet with you.

 

 

 Board of Directors

Robert A. G. Monks

Director

Richard A. Bennett

Director

Jonathan L. Cottrell

Director, SPM

Stewart A. Gardner

Director, Principal

John P.M. Higgins

Chairman, CEO

  • <p>John P.M. Higgins</p>

    John P.M. Higgins

  • <p>John P.M. Higgins</p>

    John P.M. Higgins

    Chairman/President
     
    John P.M. Higgins has broad domestic and international experience as an asset manager of private and public securities, real estate, and oil and gas investments, as well as expertise advising not-for-profit and family organizations. John was formerly an officer of Citicorp (Santo Domingo), the Lambert Brussels Capital Corporation (New York), and the Banque de Gestion Privee (Paris). For three decades, John served as the president and chief investment officer of Ram Trust Services, a small boutique investment management firm in Portland, Maine which specialized in private investments, the management of generational wealth, and not-for-profit financial affairs. He is deeply involved in the field of corporate governance and formerly was the chairman of the board of GMI Ratings, an international organization focused on environmental, social, governance and accounting risk in publicly traded companies. John graduated from Harvard and currently sits on a number of non-profit and family boards.
    jhiggins@atlantictrustmaine.com
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  • <p>Stewart A. Gardner</p>

    Stewart A. Gardner

  • <p>Stewart A. Gardner</p>

    Stewart A. Gardner

    Director and Principal

     

    Stewart began investing during his college years when he was first exposed to the stock market through his family’s advisory, Gardner & Preston Moss of Boston, Massachusetts, which was later sold to a British institution.  Stewart has been a trustee of numerous family trusts since 1980. He has over thirty years’ experience investing in private real estate and hedge funds. He founded the Stoneharbor Investment Group in 1997 and operated it as an investment advisory for nineteen years focusing on its proprietary equity income strategy and private investments. Stewart holds an MBA in International Business and Finance from Columbia University’s School of Business.  He received his Bachelor’s degree from Harvard University with Honors in Government and is a graduate of Le Rosey School in Switzerland.

    sgardner@atlantictrustmaine.com
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  • <p>Robert A.G. Monks</p>

    Robert A.G. Monks

  • <p>Robert A.G. Monks</p>

    Robert A.G. Monks

    Director
     

    Robert A. G. Monks is currently the Founder and Chairman of ValueEdge Advisors.  He is a globally respected author, speaker and pioneering practitioner in corporate governance. Mr. Monks is a co-founder of GMI Ratings (formerly The Corporate Library). He is also the founder of Lens Governance Advisors, a law firm that advises on corporate governance in the settlement of shareholder litigation. Mr. Monks was the founder and president of Institutional Shareholder Services, Inc., now the leading corporate governance consulting firm, advising shareholders with assets in excess of $1 trillion on how to vote their proxies. He founded the investment fund known as LENS, which since 1992 has developed the “institutional activist” mode of investment. Mr. Monks served as the President of Henley Management College’s Center for Board Effectiveness from 2000 to October 2003. He is also the board chairman of Governance for Owners – G40 - for both the London and U.S. based share-ownership services venture which has initially focused on a European fund informed by the principles of value to be added by proper governance.

    He is a graduate of Harvard College, Cambridge University and Harvard Law School. 
    ragmonks@ragm.com
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  • <p>Richard A. Bennett</p>

    Richard A. Bennett

  • <p>Richard A. Bennett</p>

    Richard A. Bennett

    Director
     

    Richard A. Bennett is President and CEO of ValueEdge Advisors, a firm he founded in the summer of 2014 to help institutional investors engage with their portfolio companies.  From 2006 he was CEO and then Chairman of GMI Ratings and its predecessor, The Corporate Library, a globally recognized investment research firm specializing in corporate governance and ESG with offices in London, New York, San Diego and Portland, Maine.  In August 2014 GMI Ratings was sold to MSCI, where Mr. Bennett serves as a senior advisor. He worked as Director of Corporate Governance for LENS, an institutional activist fund, from 1997 to 2002.  He is an independent director of Biddeford Internet Corporation.  From 2009 to 2014, he has served on the Board of Governors of the International Corporate Governance Network.

    rick@valueedgeadvisors.com
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  • <p>Jonathan L. Cottrell</p>

    Jonathan L. Cottrell

  • <p>Jonathan L. Cottrell</p>

    Jonathan L. Cottrell

    Director - Senior Portfolio Manager
     

    Jonathan L. Cottrell has twenty-nine years of experience in the financial services industry.  He has previously served as President of Fidelity FOREX, Inc., a subsidiary of Fidelity Investments, Senior Vice President of the Bank of Boston, Senior Vice President of Acadia Trust, N.A., and President of Acadia Financial Advisors.  He has spent his career advising individuals, non-profits and corporations on “best in class” risk management, investment strategies, portfolio management and hedging practices.  Throughout his career, Mr. Cottrell has held numerous licenses, and has passed the Series 6, 7, 63 and 65 Security Industry exams. Mr. Cottrell has contributed to several Harvard University Case Studies and has been a guest lecturer at Brandeis University.  He holds a B.A. from Wittenberg University and an MBA from F.W. Olin Graduate School at Babson College.

    His civic involvement includes currently serving as a Director for the State of Maine Film Commission, a past Director with Maine Businesses for Social Responsibility, The Cape Elizabeth Educational Foundation and The Cape Elizabeth Little League.  Mr. Cottrell has also been an active volunteer with The American Cancer Society and The Maine Children’s Home for Little Wanderers.

     

    jcottrell@atlantictrustmaine.com
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 Our Team

David C. Altenburg

Dir. of Operations

Andrea Dunick

Client Support Admin

JoEllen Clark

Client Service Mgr.

Julie Webster

Operations Manager

Karen Mangino

Compliance Officer

Everett B. Coulter

Investment Research

Analyst

  • <p>David C. Altenburg</p>

    David C. Altenburg

  • <p>David C. Altenburg</p>

    David C. Altenburg

    Director of Operations

     

    David Altenburg has extensive experience in performance analysis and trading. Prior to joining Atlantic, he served as the primary trader for Stoneharbor Investment Group, LLC and Ram Trust Services. In his capacity as trader, he handled the vast majority of the firm’s order flow, both domestic and foreign. David also worked in public accounting for Cummings, Lamont, & McNamee, one of the largest Maine-based CPA firms. He holds a Master of Science Degree in Accounting and an MBA from the University of Southern Maine. He earned a Bachelor of Science degree from the University of Maine.

    daltenburg@atlantictrustmaine.com
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  • <p>Andrea Dunick</p>

    Andrea Dunick

  • <p>Andrea Dunick</p>

    Andrea Dunick

    Client Support Administrator

     

    Andrea Dunick brings more than 20 years of administrative, client support and marketing experience to Atlantic Trust.  She started her career in corporate public relations and went on to serve as an account manager for an advertising agency. Her operational and administrative background includes assisting the chairman of a global real estate investment firm, as well as supporting executives and clients in the banking industry.  Prior to joining Atlantic Trust, she supported clients of Stoneharbor Investment Group, LLC in Santa Fe, New Mexico. Andrea holds a Bachelor of Arts degree in communications from the University of Houston.

    adunick@atlantictrustmaine.com
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  • <p>Julie Webster</p>

    Julie Webster

  • <p>Julie Webster</p>

    Julie Webster

    Operations Manager

    Julie earned a Bachelor of Science in Business Administration from University of New England in Portland, Maine and has been working with trust and investment management clients over twenty years, most recently with Acadia Trust, N.A. in Portland. At Atlantic Trust, she is responsible for daily operations.  Julie enjoys  travel and volunteering with Girl Scouts of Maine.

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  • <p>JoEllen Clark</p>

    JoEllen Clark

  • <p>JoEllen Clark</p>

    JoEllen Clark

    Client Service Manager

     

    JoEllen earned a degree in Business Administration from the University of Maine and has been working with trust and investment management clients for over fifteen years, most recently with Acadia Trust, N.A. in Portland. At Atlantic Trust, she is responsible for daily operations. JoEllen enjoys travel and is an accomplished professional photographer.

    jclark@atlantictrustmaine.com
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  • <p>Karen Mangino</p>

    Karen Mangino

  • <p>Karen Mangino</p>

    Karen Mangino

    Compliance Officer

     

    Karen Mangino has nine years’ experience in family office administration, compliance and regulatory functions. Karen is treasurer of her local church and is also a member of The Maine Women’s Fund Finance Committee. A native of Maine and an avid golfer, Karen and her husband reside in Yarmouth.

    kmangino@atlantictrustmaine.com
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  • Everett B. Coulter
    Everett B. Coulter
  • Everett B. Coulter
    Everett B. Coulter

    Investment Research Analyst

    Everett B. Coulter has a Bachelor's degree from the University of Maine.  A magna cum laude graduate in Finance with a minor in Economics, Everett has been the recipient of the UMaine Finance Faculty Award and has served as the President of the University of Maine Student Portfolio Investment Fund; a student run fund that manages a portion of the University’s endowment.  Everett has been a member of Beta Gamma Sigma, an honors business school fraternity, and has gained experience as an intern for several investment advisory firms during his college career. He is working towards becoming a Chartered Financial Analyst.  Everett enjoys spending time with friends and family, along with golfing, skiing, boating, and fishing.

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111 Commercial Street, Suite 302

Portland, Maine 04101

207.775.7200

207.775.7203 (Fax)