Atlanta Capital Group
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
Atlanta Capital Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Atlanta Capital Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Atlanta Capital Group Employees
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
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
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
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
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
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
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
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
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
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.
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
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