As part of our ongoing commitment to our clients and our community, we continue to search out and attract top tier talent with experience in the financial services marketplace.
North Adams, MA (PRWEB) June 23, 2016
Atlas Private Wealth Management (‘Atlas’), a registered investment advisory firm headquartered in North Adams, Massachusetts, announced today that it has hired three new financial services industry veterans across its offices in Vermont, New York and Massachusetts. The recent additions to the advisory team deepen Atlas’ bench strength in investment management and tax and retirement planning, further solidifying the firm’s position in the greater New York and New England regions. With a combination of nearly 40 years of experience, the trio will help the firm deliver on its commitment to bring Wall Street experience to Main Street by providing access to sound financial advice to individuals, families, businesses and nonprofit organizations.
“As part of our ongoing commitment to our clients and our community, we continue to search out and attract top tier talent with experience in the financial services marketplace. The three newest additions to the Atlas team help us to expand our suite of wealth management services and to increase our capacity to provide community-based financial education throughout our region and across the country,” said Gregory Britton, President and CEO of Atlas Private Wealth Management.
Christopher J. Aiello, JD, CTFA has joined Atlas as a Vice President and Wealth Management Advisor in the Manchester Center, Vermont office. Prior to this position, Mr. Aiello held positions at several other financial services institutions, including TD Bank, Wells Fargo Private Bank, Ayco Company, L.P., a Goldman Sachs Company and Price Waterhouse Coopers, a multinational professional services network. “With over twenty years serving clients in the areas of investment management, tax, trust, estate and retirement planning, I am committed to helping people pursue their financial goals,” said Mr. Aiello.
Brendan Walsh is a Senior Tax and Financial Planning Advisor in the Albany, New York office. Mr. Walsh has over 16 years of experience working with clients in the areas of tax compliance and financial planning. Brendan received his MBA from the University of Albany and is an IRS Enrolled Agent. “As an active member of my community, I look forward to being part of the Atlas mission to help individuals and families build a better future for themselves and their loved ones,” said Mr. Walsh.
Joseph Kroboth is an Associate Advisor in the North Adams, Massachusetts office. Mr. Kroboth started his career in the financial services industry over twenty years ago working with Morgan Stanley Dean Witter, First Albany Corporation and First Union Securities. Prior to joining Atlas Private Wealth Management, Mr. Kroboth spent over a decade helping to manage County Concrete Corp, a family-owned business, through a buyout of a major competitor. In addition to helping coordinate the buyout, Mr. Kroboth also helped to integrate the ready-mix assets that were sold to the Old Castle family of companies. “I am excited to combine my unique experience of running a successful family-owned business with the Atlas Wealth Management Platform, which is designed to help address specific financial planning and investment issues facing individuals, families and small business owners who lack the time to manage the financial aspects of their business and personal lives,” said Mr. Kroboth.
From more information, please contact Natalie Wheeler by phone at (800) 432-7447 or via email at firstname.lastname@example.org.
About Atlas Private Wealth Management
Atlas Private Wealth Management is a fee-based investment advisory firm that provides services for individuals, families, businesses and nonprofit organizations. Atlas is a SEC registered investment advisor. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. Atlas manages nearly $1 billion of assets for over 1700 clients throughout the United States.