Meet the Team

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Colleen Cassidy, RP®

Financial Planning Analyst

Colleen joined Atlas Private Wealth Management in 2014 and is now a Financial Planning Analyst. Her job responsibilities include training, investment research, trading, and operational roles in the preparation of financial planning reviews and retirement projections.  Prior to joining Atlas, she was an Operations Associate at a financial firm in Saratoga Springs, NY.

Colleen graduated from Siena College where she earned a Bachelor of Science degree in finance. Colleen earned her designation as a Registered Paraplanner from the College for Financial Planning in 2014.

As a lifelong resident of Troy, Colleen has enjoyed Upstate New York her entire life. Colleen enjoys spending her free time with her family and is a frequent volunteer at the Children’s Hospital at Albany Medical Center.

rpl

ccassidy@atlaspwm.com

800-432-7447 ext. 615