Atlanta Capital Group

Description

Address: Promenade II, 1230 W Peachtree St NE Suite 2300, Atlanta, GA 30309 Phone: (800) 421-4225Category: : : : Hours: : Place name: : Website: : Website: https://www.thecapitalgroup.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Capital Group Posting publicly on the Web Write a review Reviews Be the first to review

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Atlanta Capital Group Employees

Employee
Years
Job
Industry
Alex Reffett Alex Reffett Greater Atlanta Area Details
Alex Reffett's Atlanta Capital Group Experience May 2013 - Present
Job Wealth Advisor at Atlanta Capital Group
Industry Financial Services
Experience
Atlanta Capital Group   May 2013 - Present
Kilpatrick Advisors   December 2010 - May 2013

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Estate Planning, Personal Financial..., Portfolio Management, Personal Finance, Networking, Client Communication, Investments, Retirement, Finance, Investment Strategies

Education
Georgia State University - J. Mack Robinson College of Business   2008 — 2012
BBA, Finance

David G. Curry, CFP® David G. Curry, CFP® Atlanta, Georgia Details
David G. Curry, CFP®'s Atlanta Capital Group Experience June 2014 - Present
Job Managing Partner at Atlanta Capital Group
Industry Financial Services
Experience
Atlanta Capital Group   June 2014 - Present
GV Financial Advisors  January 2012 - June 2014
GV Financial Advisors  September 2011 - June 2014
GV Financial Advisors  May 2010 - June 2014
SunTrust Bank  April 1995 - April 2010
Wachovia  2000 - 2002

Skills
Strategic Financial..., Investments, Wealth Management, Portfolio Management, Investment Management, Investment Advisory, Estate Planning, Insurance, Asset Allocation, Retirement Planning, Asset Managment, Mutual Funds, Commercial Lending, Series 7, Financial Planners, Credit, High Net Worth..., Risk Management, Banking, Loans

Education
Southern Methodist University - Cox School of Business   1990 — 1994
BBA, Finance

Georgia State University - J. Mack Robinson College of Business   1998 — 1999
MS, Finance

Woodward Academy   1985 — 1990
High School

Barry Kendell Barry Kendell Raleigh-Durham, North Carolina Area Details
Barry Kendell's Atlanta Capital Group Experience December 2009 - Present
Job Vice President at Timepiece Concierge LLC
Industry Medical Practice
Experience
Timepiece Concierge LLC   September 2013 - Present
Atlanta Capital Group   December 2009 - Present
University of North Carolina at Chapel Hill  1982 - Present
Oral & Maxillofacial Surgery Associates  December 1980 - August 2009
Dr. C.Q Cherry PA   July 1980 - December 1981
University of North Carolina at Chapel Hill  July 1977 - June 1980
Canadian Armed Forces  July 1972 - June 1977

Skills
Outpatient anesthesia,..., Healthcare, Medical Education, Cancer, Clinical Research, Healthcare Information..., Dentistry, Medicine, Radiology, Public Speaking, Anesthesia, Surgery, Healthcare Management, Hospitals, Treatment, Medical Devices, Pediatrics, Lifesciences, Board Certified, Research

Education
University of North Carolina at Chapel Hill   1977 — 1980
Master's degree, Oral & Maxillofacial Surgery

David Haggard CFA David Haggard CFA Greater Atlanta Area Details
David Haggard CFA's Atlanta Capital Group Experience September 2015 - Present
Job Senior Investment Advisor at Atlanta Capital Group
Industry Investment Banking
Experience
Atlanta Capital Group   September 2015 - Present
Piedmont Energy Consortium   January 2014 - September 2015
Piedmont Private Equity LLC   June 2012 - February 2015
Oppenheimer & Co.   May 2009 - June 2012
Stanford Group Company  January 2006 - May 2009
Wachovia Wealth Management  January 2001 - January 2006
Wachovia Private Banking   May 1998 - December 2000

Skills
Private Equity, Tax, Banking, Capital Markets, Strategic Financial..., Finance, Retirement Planning, Funding, Investment Banking, Investment Strategies, Tax Credits, Tax Equity, Hedge Funds, Wealth Management, Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment, Portfolio Management, Financial Planning, Asset Management

Education
Millsaps College   1987 — 1989
MBA, Finance

Mississippi State University   1981 — 1985
BBA, Business Information Systems & Quantitative Analysis

Laura Peabody Laura Peabody Atlanta, Georgia Details
Laura Peabody's Atlanta Capital Group Experience July 2010 - Present
Job Client Relationship Manager at Atlanta Capital Group
Industry Financial Services
Experience
Atlanta Capital Group   July 2010 - Present

Skills
Wealth Management, Retirement Planning, Investments, Equities, Asset Management, Retirement, CRM, Event Planning

Education
The University of Georgia   2002 — 2007

Ross Sims, AIF® Ross Sims, AIF® Atlanta, Georgia Details
Ross Sims, AIF®'s Atlanta Capital Group Experience March 2012 - Present
Job Managing Partner / Retirement Plan Specialist
Industry Financial Services
Experience
Atlanta Capital Group   March 2012 - Present
ING  January 2009 - February 2012

Education
Elon University   1999 — 2003
Bachelor of Science (B.S.), Finance

Elon University - Martha and Spencer Love School of Business   1999 — 2003

McEachern

David McInnis, MBA, CFP®, CIMA® David McInnis, MBA, CFP®, CIMA® Greater Atlanta Area Details
David McInnis, MBA, CFP®, CIMA®'s Atlanta Capital Group Experience March 2012 - Present
Job Managing Partner/ Wealth Advisor at Atlanta Capital Group
Industry Investment Management
Experience
Atlanta Capital Group   March 2012 - Present
Morgan Stanley  June 2006 - March 2012
Wells Fargo Advisors/ A.G. Edwards & Sons   July 2001 - June 2006

Skills
Equities, Investment Management, Financial Analysis, Investments, Asset Management, Retirement Planning, Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Derivatives, Valuation, Investment Strategies, Bloomberg, Strategic Financial..., Wealth Management, Risk Management, Financial Modeling, Research

Education
Georgia Institute of Technology - Georgia Tech College of Management   2008 — 2011
MBA, Finance/Financial Analysis

University of Pennsylvania - The Wharton School   2007 — 2008
Certified Investment Management Analyst™, Investment Management

College for Financial Planning   2004 — 2006
Certified Financial Planner™, Finance

Catherine Dixon Catherine Dixon Greater Atlanta Area Details
Catherine Dixon's Atlanta Capital Group Experience August 2012 - Present
Job Client Relationship Manager at Atlanta Capital Group
Industry Financial Services
Experience
Atlanta Capital Group   August 2012 - Present
Atkinson & Company, PC   September 2011 - August 2012
NCCPA  October 2010 - August 2011
Pierce, Gabriel & Parker, LLC   August 2009 - August 2010
O'Neal & Associates, P.C., CPA's   January 2002 - July 2009
Looking Glass  August 2001 - January 2002
Youth With A Mission  April 1995 - August 2000
Belton-Honea Path High School   August 1988 - June 1994

Skills
Customer Relations, Manage client..., Microsoft Office, Software Documentation, Editing, Process Improvement, Microsoft Excel, Microsoft Word, Organization, Data Entry, Inventory Management, Training

Education
Winthrop University   1984 — 1988
BA, English

Wade Hampton Academy   1977 — 1984
Class of 1984

Furman University
Masters, English

David Millican David Millican Atlanta, Georgia Details
David Millican's Atlanta Capital Group Experience 2002 - Present
Job Principal Managing Partner at Atlanta Capital Group
Industry Financial Services
Experience
Atlanta Capital Group   2002 - Present
Morgan Keegan  December 1999 - August 2002
A.G. Edwards   June 1996 - December 1999

Skills
Investments, Strategic Financial..., Wealth Management, Equities, Asset Management, Estate Planning, Financial Analysis, Retirement Planning, Valuation, Private Equity, Mergers, Due Diligence, Securities, Strategic Planning, Business Strategy, Asset Managment

Education
University of Alabama
Bachelor of Science (BS), Finance and Financial Management Services

Mark Bedner Mark Bedner Jacksonville, Florida Area Details
Mark Bedner's Atlanta Capital Group Experience April 2014 - Present
Job Senior Managing Director at Atlanta Capital Group
Industry Financial Services
Experience
Atlanta Capital Group   April 2014 - Present
Southeast Georgia Health Systems   May 2007 - April 2014
Asset Preservation Advisors  February 2010 - March 2014
GlynnCounty Georgia Board of Commissioners   May 2000 - December 2004
The Merchant Bank of Atlanta   December 1987 - March 1994

Skills
Investments, Business Development, Management, Bonds, Investment Strategies, Wealth Management, Investment Advisory, Venture Capital, Asset Allocation, Hedge Funds, Alternative Investments

Education
Tufts University - The Fletcher School of Law and Diplomacy   1975 — 1976
MALD, International Business Law

The University of Kansas   1966 — 1972
B.A.; M.S., International Relations; Journalism.

Robert Atkinson, CPA/PFS, CFP, RIA Robert Atkinson, CPA/PFS, CFP, RIA Greater Atlanta Area Details
Robert Atkinson, CPA/PFS, CFP, RIA's Atlanta Capital Group Experience November 2013 - Present
Job Member of Finance Commitee at Seabrook Island Club
Industry Investment Management
Experience
Atlanta Capital Group   November 2013 - Present
Hire Dynamics  2000 - 2014
Wesleyan School  1993 - 2014
PFM Capital Management, LLC   January 1993 - August 2013
Atkinson & Company, P.C.   May 1985 - July 2013
Carmical Foundation   2000 - 2012
Ernst & Whinney Atlanta   1980 - 1985

Skills
Strategic Financial..., Tax, Investment Management, Income Tax, Wealth Management, Estate Planning, Asset Management, Financial Services, Management, Financial Planning, Investments

Education
Georgia State University - J. Mack Robinson College of Business   1979 — 1980
MTx, Taxation

Emory University - Goizueta Business School   1973 — 1977
BBA, ACCOUNTING

Emory University   1973 — 1975
AA, Accounting and Finance

Diane Christian, CFA Diane Christian, CFA Greater Boston Area Details
Diane Christian, CFA's Atlanta Capital Group Experience January 2013 - Present
Job Atlanta Capital Group Managing Partner
Industry Financial Services
Experience
Atlanta Capital Group   January 2013 - Present
Optimum Growth Advisors, LLC   July 1996 - December 2012
US Trust  November 1992 - April 1996
Campbell Cowperthwait & Company   September 1988 - October 1992
E.F. Hutton & Company   September 1985 - September 1988

Skills
Portfolio Management, Securities Analyst

Education
Boston College   1981 — 1985
BA, Economics