ew York City-based Atlantic Trust Pell Rudman
has tapped John Osbon
to head its Northeast Division. The firm is a unit of Atlantic Trust Private Wealth Management, which is in turn an affiliate of Amvescap
. Osbon takes the title of managing director and will be based in Boston reporting to Donald J. Herrema
, chairman and CEO of the unit.
Osbon's mandate is to oversee client service and new business efforts, according to the firm, said Ed Rudman
, senior partner and co-founder of Pell Rudman. Atlantic Trust Private Wealth Management primarily acts as a multi-family office and has roughly $9 billion of assets under management. It has offices in Boston, New York, Washington, D.C., Winston-Salem, Baltimore, Wilmington, Denver, Atlanta, London, Palm Beach, and Jersey.
He was most recently at Morgan Stanley where he was responsible for the wirehouse's Boston Private Wealth Management office covering the Northeast. Over the course of a two-decade long career he has also held posts in Morgan's New York office.
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