A personalized wealth management experience

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.

Start the conversation

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.
- Charles H. Cooper

Pursuing your goals together

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.

Charles Harold Cooper

Managing Director–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
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 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
- University of Miami, B.B.A. Accounting
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
Mary Stiles-Hendler

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Mary works to build strong client relationships with high net worth individuals and retirement plans. When developing customized financial strategies, Mary focuses on understanding clients’ concerns and goals, building trust, and guiding clients through the financial decision-making process. She is particularly passionate about helping families and female investors. Mary graduated Cum Laude from Duke University with a Bachelor of Arts degree in History and French and a minor in Cultural Anthropology. Mary and her husband, Jared, currently live in Arlington, Virginia with their two young children. Mary enjoys equestrian activities and travelling with her family on weekends. She is also a volunteer with the Junior League of Washington.

Mary holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #4001428
- Duke University, B.A. History and French, Cum Laude
- Senior Portfolio Manager
Home Worker VT
Home Worker VT, VT 000
Mitchell Robert Cooper

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
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 lives in Washington, D.C. and is a member of the Alpha Kappa Psi business fraternity. 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
- Washington University, B.S. Business Administration, concentrations in Marketing and Organizational Behavior
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
Linda Lynette Perkins

Client Associate Senior
View bio
- MD
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
Samuel Feldman

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WV
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
Amy Pogorelc

Client Associate
View bio
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Charles Harold Cooper

Managing Director–Wealth Management
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
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 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
- University of Miami, B.B.A. Accounting
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
Mary Stiles-Hendler

Senior Vice President–Wealth Management

Senior Portfolio Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
Mary works to build strong client relationships with high net worth individuals and retirement plans. When developing customized financial strategies, Mary focuses on understanding clients’ concerns and goals, building trust, and guiding clients through the financial decision-making process. She is particularly passionate about helping families and female investors. Mary graduated Cum Laude from Duke University with a Bachelor of Arts degree in History and French and a minor in Cultural Anthropology. Mary and her husband, Jared, currently live in Arlington, Virginia with their two young children. Mary enjoys equestrian activities and travelling with her family on weekends. She is also a volunteer with the Junior League of Washington.

Mary holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #4001428
- Duke University, B.A. History and French, Cum Laude
- Senior Portfolio Manager
Home Worker VT
Home Worker VT, VT 000
Mitchell Robert Cooper

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
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 lives in Washington, D.C. and is a member of the Alpha Kappa Psi business fraternity. 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
- Washington University, B.S. Business Administration, concentrations in Marketing and Organizational Behavior
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
Linda Lynette Perkins

Client Associate Senior
View bio
- MD
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
Samuel Feldman

Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- FL
- GA
- ID
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NJ
- NV
- NY
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WV
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814
Amy Pogorelc

Client Associate
View bio
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

Financial planning

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.

Customized investing

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.

Our process

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

Listen and discuss your short and long-term goals
Evaluate your current financial situation
Create, review and revise a plan based on your needs and goals

2. Set investment objectives

Define your investment objectives based on your financial plan
Understand your time horizon
Clarify your risk tolerance

3. Create and execute wealth management strategy

Identify investment solutions based on your financial and investment objectives
Explain your options and how each of them would impact and integrate into your overall strategy
Confirm and implement your strategy

4. Monitor and adjust strategy as needed

Update financial plan as your objectives and situation change
Evaluate investment performance to determine if other investments are more appropriate
Determine whether short- or long-term changes to your asset allocation are needed

Long-lasting relationships

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.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

Start the conversation

Are you a UBS Client?

Leave this empty:

A personalized wealth management experience

Pursuing your goals together

Charles Harold Cooper

Mary Stiles-Hendler

Mitchell Robert Cooper

Linda Lynette Perkins

Samuel Feldman

Amy Pogorelc

Charles Harold Cooper

Mary Stiles-Hendler

Mitchell Robert Cooper

Linda Lynette Perkins

Samuel Feldman

Amy Pogorelc

*

*

Education

Credentials

*

*

Education

Credentials

*

*

Financial planning

Customized investing

Our process

Long-lasting relationships

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

Thank you for contacting us.

Error

*

Start the conversation