ATLAS PRIVATE WEALTH MANAGEMENT, LLC

ATLAS PRIVATE WEALTH MANAGEMENT, LLC of ALBANY, NY is an SEC-registered investment adviser (CRD 145331). Regulatory assets under management: $1.3B.

Registration

Officers, owners & control persons (20)

NameRoleLocation
CARMAN DONALD WSVP/DIRECTOR OF TAX AND FINANCIAL PLANNING
HICKEY MICHAEL JEVP/MANAGING DIRECTOR
DION DONALD ROSAIREPRESIDENT
SAUER MATTHEW DAVIDCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER
WALSH HANS THOMASEXECUTIVE VICE PRESIDENT AND DIRECTOR OF TAX PLANNING
LANGHAUSER JOANNESVP/CHIEF COMPLIANCE OFFICER
STELLEY JOHN CCOMPLIANCE OFFICER
BRITTON GREGORY ROBERTCHIEF EXECUTIVE OFFICER, ATLAS; DIRECTOR OF WEALTH MANAGEMENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER (+3 more)
LEO DEREK BENJAMINSENIOR VICE PRESIDENT, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
BERTI BRUCECHIEF FINANCIAL OFFICER
CHARBONNEAU CARRIEDIRECTOR, FINANCE
WHEELER NATALIEDIRECTOR, CLIENT SERVICES
HOESSLE LISADIRECTOR, OPERATIONS
OGLE JOHN CCHIEF INVESTMENT OFFICER
POTTERTON TOBY ARTHURMANAGING DIRECTOR; MANAGING DIRECTOR AND PRESIDENT OF ADVISORY SERVICES; SENIOR WEALTH MANAGEMENT ADVISOR
PETRIE STEVENCHIEF TECHNOLOGY OFFICER
SCHREER KRISTEN THERESECHIEF OPERATING OFFICER; MANAGING DIRECTOR AND CHIEF OPERATING OFFICER; PRESIDENT
RAPKE SARAH LYNNCHIEF COMPLIANCE OFFICER
BENNARD MOLLY LYNNCHIEF EXECUTIVE OFFICER, CONNECTUS
O'BRIEN KRISTEN THERESEPRESIDENT

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