Family Office
ATB Wealth
ATB Wealth, a subsidiary of ATB Financial, is a Canada-based investment firm founded in 2002 and headquartered in Edmonton, Alberta. The firm utilizes other ATB subsidiaries, including ATB Securities and ATB Investment Management.
Decision-makers
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Chief Executive Officer
Shiv Desai
Director, Investment Research
Ron Cwang
Senior Manager, Investment Product
Jeremy King
Lead Portfolio Manager
Frank Eberley
Investment Analyst
Ian Filderman
President, ATM Investment Management
Ursula Holmsten
Chief Executive Officer
Mark Letchumanan
Associate Portfolio Manager
Shiv Desai
Investment Research Director
Kimberley Walker
Associate Portfolio Manager
Joseph 'Joe' Wong
Managing Director, Portfolio Management & Lead Portfolio Manager
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