A personalized wealth management experience

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Charlie provides financial advice and analysis to individual, corporate, and retirement plan clients. In an effort to provide a broader spectrum of services to his clients, Charlie formed The Atlantic Capital Group in 2008. Charlie looks to establish long-term relationships, as evidenced by a number of multi-generational clients. He focuses on providing his clients with the highest level of service, and takes the time to understand his clients’ values, needs, goals, concerns, and anything else that may impact their wealth management strategy. Charlie graduated from the University of Miami, where he earned a Bachelor of Business Administration in Accounting. He remains an active alumnus of the University and is a member of their Circle Council. Charlie is a native Washingtonian. Charlie and his wife, Ellen, have two grown children, four grandchildren and are very involved in their community.

Charles holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0H32354 

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Miami, B.B.A. Accounting

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As an integral member of the Atlantic Capital Group, Mary Stiles-Hendler works to build strong client relationships. She is particularly passionate about helping families and female investors. When developing customized financial strategies, Mary focuses on thoroughly understanding their concerns and goals, building trust, and guiding them through the financial decision-making process so that they are prepared for critical life events. The process unifies each client's needs and goals, so that nothing is left to chance.

Mary joined UBS in 2016 after almost eight years at Morgan Stanley and its predecessor firms. Previously, she worked at J.P. Morgan for six years, serving in the NY divisions of Asset Management and the Investment Bank, as well as the Washington, DC office of the J.P. Morgan Private Bank. She graduated Cum Laude from Duke University with a Bachelor of Arts degree in history and French and a minor in cultural anthropology.

Mary currently lives in Stowe, VT with her husband, Jared, and their three children. In their free time, they enjoy equine activities and anything related to snow. Mary believes in giving back to the community and currently serves as Co-Warden of St. John’s in the Mountains.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Duke University, B.A. History and French, Cum Laude

• Senior Portfolio Manager

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Mitch works with clients to customize financial strategies based on their unique investment objectives, concerns, and circumstances. He strives to develop long term client relationships by regularly meeting with clients to review their portfolios and adjust their wealth management strategy as their goals and needs evolve. Mitch graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration with concentrations in Marketing and Organizational Behavior and a minor in Writing. Mitch and his wife, Jenna, live in Potomac, MD with their two young children. Mitch volunteers with the Gift of Life foundation which strives to identify compatible bone marrow donors for children and adults suffering from life-threatening diseases such as leukemia and lymphoma. 

Mitchell holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0J08906

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Washington University, B.S. Business Administration, concentrations in Marketing and Organizational Behavior

• MD

After completing a dual Bachelor of Science degree in Business Administration and Computer Information Systems at North Carolina Wesleyan, Linda joined a Morgan Stanley predecessor firm in 1997, quickly becoming an indispensable member of Charlie’s team. Linda is dedicated to working with the team's diverse client base, including businesses, nonprofit organizations, foundations, retirement plans and affluent clients and their families.

Linda has multifaceted duties which comprise coordinating the group’s overall day-to-day operations, implementing business management systems, and responding to client service requests. She greets everyone who visits the office with a welcoming smile and a warm hello.   

Linda was born and raised in North Carolina, where she frequently travels to visit her extended family. She and her husband, Kevin, live in Upper Marlboro, Maryland. Linda holds a green belt in Tae Kwon Do and enjoys traveling, bowling and cooking in her free time.

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Working in tandem with The Atlantic Capital Group’s Financial Advisors, Sam Feldman develops comprehensive financial plans that reflect clients’ specific goals and objectives. Sam also conducts extensive market research, which helps to guide the team's investment approach.

Prior to joining UBS in July, 2019, Sam spent two years at AXA Advisors, where he focused on client development and acquisition. The skills and expertise he gained there greatly contributed to his success in his current role.

Sam graduated with a bachelor's degree in economics from the University of Maryland, and currently resides in Washington, DC with his fiancée. In his free time, Sam enjoys playing basketball and tennis, writing and producing music and playing the guitar.

• CERTIFIED FINANCIAL PLANNER®

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Anthony drives client satisfaction by aiming to provide clients with a first-class service experience.  He brings 16 years of experience in the financial services industry. Prior to joining UBS in 2022, Anthony was an audit operations specialist at FHLB San Francisco, where he worked for 2 years.  Prior to that, he supported derivative contract negotiations at Wells Fargo Securities for 7 years.  Early in his career, he held roles at SEI Investments and Citibank.

Anthony is originally from Philadelphia and a graduate of Loyola University Maryland, where he earned a B.A. in Marketing. He and his wife live in North Wales, PA with their 3 year-old son and 1 year-old daughter. He loves to cook and spend time with friends and family.