Denise Whennen
About Denise Whennen
Denise Whennen is the Managing Director and Senior Vice President at Atlantic Trust in Atlanta, Georgia, specializing in financial services for high net worth individuals and organizations.
Managing Director at Atlantic Trust
Denise Whennen has been serving as Managing Director at Atlantic Trust since 2017 in Atlanta, Georgia. In this role, she oversees the management functions and strategic initiatives of the firm, ensuring that operations align with the company’s long-term goals. Her responsibilities include client relationship management, team leadership, and implementing comprehensive financial strategies to meet clients' needs.
Senior Vice President at Atlantic Trust
Since 2013, Denise Whennen has held the position of Senior Vice President at Atlantic Trust, located in Atlanta, Georgia. In this capacity, she focuses on providing tailored financial services to high net worth individuals and families, including investment management and advisory services. Her role involves working closely with clients to develop personalized financial plans and investment strategies to protect and grow their wealth.
Previous Experience in Financial Services
Denise Whennen has extensive experience in financial services, spanning various senior roles. She worked as a Private Client Advisor at RMB Capital in Chicago from 2011 to 2013, advising clients on wealth management. From 2007 to 2010, she served as Vice President at Bernstein Investment Research and Management, where she was involved in investment research and client advisory services. Earlier, she was National Director of Sales at Knight Industries, and her career started at Procter & Gamble in sales and marketing, where she worked from 1985 to 2006 in Cincinnati, Ohio.
Educational Background
Denise Whennen holds a Bachelor's degree in Biology and Engineering from Virginia Tech, where she studied from 1981 to 1985. Her strong educational foundation has equipped her with the analytical and problem-solving skills necessary for her extensive career in financial services.
Focus on High Net Worth Clients
Denise Whennen specializes in providing financial services to high net worth individuals and families, particularly those with assets of $5 million and above. Her approach includes developing charitable strategies and planning stock options. She collaborates closely with clients' other trusted advisors, such as accountants and attorneys, to deliver a holistic financial planning experience.
Support for Women Entrepreneurs
Denise Whennen has a particular interest in supporting women entrepreneurs and women in professional services. She focuses on providing financial planning and advisory services tailored to this often overlooked demographic. Her efforts include addressing the unique financial challenges faced by women in business, ensuring they have the resources and support needed to succeed.