To answer the increase in demand for financial planning services, we are pleased to announce that Chris Aiello has accepted the position of Director of Financial Planning.
(PRWEB) October 06, 2016
Atlas Private Wealth Management (‘Atlas’), a registered investment advisory firm headquartered in North Adams, Massachusetts, announced today that it has hired a new financial services industry veteran and promoted another to the firm’s newest position, Director of Financial Planning. The new position is in response to the growing demand for comprehensive wealth management and financial planning services that aim to work with individuals and families based on their individual set of circumstances and unique set of financial goals.
“To answer the increase in demand for financial planning services, we are pleased to announce that Chris Aiello has accepted the position of Director of Financial Planning. The creation of this position represents the firm's commitment to expand its financial planning services to support the growing demand not only among our clients but also investors across the country. At the same time, we welcome Robert Palmer, CFP®, formerly with Ayco Company, L.P., to Atlas. Mr. Palmer brings nearly two decades of experience providing comprehensive financial planning advice and financial education workshops to businesses and their employees,” said Gregory Britton, President and CEO of Atlas Private Wealth Management.
J. Christopher Aiello, JD, CTFA has accepted the position of Director of Financial Planning at Atlas Private Wealth Management. After joining the firm earlier this year, Mr. Aiello has become an integral part of the firm’s mission to expand its capabilities to provide comprehensive wealth management and financial planning services to clients. “I believe the financial planning process begins by asking thoughtful questions and listening attentively. At Atlas, our goal is to provide financial guidance over a lifetime,” said Mr. Aiello.
Robert Palmer, CFP® has joined Atlas as a Senior Vice President and Wealth Management Advisor in the Albany, New York office. Prior to joining Atlas, Mr. Palmer spent the last 17 years of his career with The Ayco Company, L.P, a Goldman Sachs Company. While at Ayco, Mr. Palmer traveled extensively where he conducted financial education workshops and provided comprehensive financial planning advice to Fortune 500 corporate executives and employees throughout the United States. “Financial education is a key component of the financial planning process and I look forward to working with Atlas clients in helping them pursue their financial goals,” said Mr. Palmer.
From more information, please contact Natalie Wheeler by phone at (800) 432-7447 or via email at nwheeler(at)atlaspwm(dot)com.
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 an 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 1600 clients throughout the United States.