Meet the Team

Behind every great firm are outstanding individuals.

Meet the professionals of Atlas Private Wealth Management.

Select a division and office location to get started

Jamie Grimaldi, RP®

Investment & Planning Analyst

Jamie is an Investment and Planning Analyst at Atlas Private Wealth Management and works directly with clients at various stages of the client/advisor relationship.  She handles a wide range of administrative responsibilities that support the effectiveness of the Wealth Management Advisors, while responding to the requests of clients.  Prior to joining Atlas, Jamie worked with Staples Inc.  During her 8 years with Staples, Jamie worked in a variety of positions including management roles.

Jamie earned her Bachelor of Arts degree from Massachusetts College of Liberal Arts with a concentration in accounting and a minor in mathematics. Jamie completed the Foundations in Financial Planning program and earned her designation as a Registered Paraplanner in 2015.

Growing up, Jamie was in a military family and was able to live in numerous states.  She currently resides with her family in Adams, MA.

rpl

jgrimaldi@atlaspwm.com

800-432-7447 ext. 125