A personalized wealth management experience

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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.

- 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 Cooper Profile Photo

    Charles Harold Cooper

    Managing Director–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • 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 Profile Photo

        Mary Stiles-Hendler

        Vice President–Wealth Management

        Senior Portfolio Manager

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • 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 Cooper Profile Photo

          Mitchell Robert Cooper

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • ID
          • IL
          • KY
          • LA
          • MA
          • MD
          • MI
          • MN
          • 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 Perkins Profile Photo

              Linda Lynette Perkins

              Senior Client Associate

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              • MD

                    7272 Wisconsin Avenue
                    23rd Floor
                    Bethesda, MD 20814
                  • Samuel Feldman Profile Photo

                    Samuel Feldman

                    Wealth Strategy Associate

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                    • AZ
                    • CA
                    • CO
                    • CT
                    • DC
                    • FL
                    • GA
                    • ID
                    • KY
                    • LA
                    • MA
                    • MD
                    • MI
                    • MN
                    • MO
                    • MS
                    • NC
                    • NJ
                    • NV
                    • NY
                    • OR
                    • PA
                    • SC
                    • TN
                    • TX
                    • UT
                    • VA
                    • VT
                    • WV

                          7272 Wisconsin Avenue
                          23rd Floor
                          Bethesda, MD 20814
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                          Amy Pogorelc

                          Client Associate

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                                  7272 Wisconsin Avenue
                                  23rd Floor
                                  Bethesda, MD 20814
                                Father and Son

                                Financial planning

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                                Long-lasting relationships

                                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

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager

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