A personalized wealth management experience

Curved helix bridge

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
    • ME
    • MI
    • MO
    • MS
    • MT
    • NC
    • NJ
    • NM
    • 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, three 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
      7272 Wisconsin Avenue
      23rd Floor
      Bethesda, MD 20814
    • Mary Stiles-Hendler Profile Photo

      Mary Stiles-Hendler

      Senior 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
      • 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 currently divides her time between Vermont and Virginia 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.

      Mary holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #4001428 

      • 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
      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
      • ME
      • MI
      • MO
      • MS
      • NC
      • NH
      • NJ
      • NM
      • 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 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
        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
              • MA
              • MD
              • ME
              • MI
              • MO
              • MS
              • NC
              • NJ
              • NV
              • NY
              • OR
              • PA
              • SC
              • TN
              • TX
              • UT
              • VA
              • VT
              • WV

              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.

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

                    Client Associate

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                      As a Client Service Associate with The Atlantic Capital Group, Amy Pogorelc utilizes her compassion, attention to detail and dependable nature to provide clients the high level of dedicated service they deserve. She handles all client administrative matters in our day-to-day business and ensures clients concerns and needs are accurately addressed. Clients appreciate her positive attitude and consistently kind and cheerful disposition. 

                      Amy joined UBS in 2022 after proudly spending 21 years as a stay-at-home-mom, raising her two children, Halle and Jack, along with her husband, Ted, here in Bethesda. Before raising children, Amy worked as an administrative assistant at Legg Mason.  She graduated with a BA in Art History from Denison University and received her BS in Nursing from Columbia University.

                      In her free time, Amy enjoys spending time with family and friends, “Rocking the Red” at Caps games, cooking and traveling. She can also be found on the golf course, rooting for her son, a member of the Boston College Men’s Golf Team.

                            7272 Wisconsin Avenue
                            23rd Floor
                            Bethesda, MD 20814
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                          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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