$5.9+ trn
UBS Group invested assets
As of 06/30/2024
The Atlantic Capital Group provides a diverse clientele of affluent families, business owners, corporate executives and professionals with personalized financial planning and wealth management services. Our team is dedicated to understanding your financial needs and helping you grow and protect what you have carefully built over time.
As you face life’s most important questions, we will help you explore opportunities and prepare for potential obstacles. Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management focused entirely on you.
We focus on wealth planning for a very simple reason: our entire practice is dedicated to looking at the big picture and helping you realize your life goals.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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
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.
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
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.
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.
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.
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
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.
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
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.
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.
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What do you want to accomplish with your wealth?
Our financial planning approach seeks to understand your individual needs and ensure that your financial decisions address both short term desires and long term goals.
Does a financial plan cover more than my investments?
Yes. When we build a comprehensive financial plan, we start by listening and learning about you. Our goals-based approach to planning can help you see the connections between all aspects of your financial life, including insurance, liability, banking, lending, trust and estate, and philanthropy.
Will my family be protected and prepared for the future?
What we call “family needs planning” looks at all the areas of your life—everything from retirement planning to education funding, supporting aging parents and caring for a special needs child. We are keenly attuned to protecting your financial independence, and directing capital to reflect your values.
What about estate planning and the impact on my taxes?
If maximizing what you pass on to your heirs is a consideration, we work closely with your tax and legal advisors to develop strategies that protect your legacy and minimize the impact of taxes.
What are the best strategies for reaching your goals?
Once we’ve helped you define your financial and life goals, our team provides investment strategies tailored to your needs. With direct access to the global resources of UBS, we offer timely perspectives, customized investment management and a fully-integrated suite of financial solutions.
Can my portfolio withstand market volatility?
We understand how today’s uncertain economy can cause anxiety. We demystify the process by being straight-forward and clear about how your investments align with your financial plan, and continuously monitor your investments to adjust to changes in both the markets and your life.
What does risk mean to me?
Through our comprehensive due diligence and planning process, we gain an understanding of your financial picture so we help balance your tolerance for risk with your goals, growth and income needs. This allows us to craft an asset allocation that supports your financial plan and seeks to limit risk.
Will I only have access to UBS financial products?
We look for the right solutions for you, whether they can be found at UBS or elsewhere. This open architecture, along with a disciplined planning process, ensures we develop customized strategies specific to your unique situation that are based on highly-focused research.
How do you know you’re getting the best guidance for today and tomorrow?
We understand the challenges you face throughout life’s important personal and professional milestones. Our dedicated process helps keep you on track for reaching your goals, no matter what happens with the markets, the economy or your own family’s situation.
1. Develop a financial plan
2. Set investment objectives
3. Create and execute wealth management strategy
4. Monitor and adjust strategy as needed
How do you want to work together?
We understand you have a unique situation with diverse needs and goals. That’s why we listen carefully, so we can work closely together to meet your immediate needs and ensure you’re on track to reach your goals. With a full range of services, our aim is to be helpful in every aspect of your financial life.
What can I expect from your team?
We consider our service to be “platinum level,” offering high-touch support that anticipates your needs and helps simplify your life. We bring together the boutique services of a dedicated team with the global resources of one of the world’s largest wealth management firms. In addition, our trusted client service team is always on-hand to answer questions and assist with administrative questions.
How often will I hear from you?
Our team offers consistent communication, personal touch points and ongoing reviews. We provide a flexible communication plan specific to your schedule. Our investment reviews are an excellent planning tool and are available on request or at regular intervals.
What about my other legal and tax advisors?
We work closely with your accountants, attorneys and trusted advisors, as well as our network of financial specialists to incorporate all perspectives into one integrated approach.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager