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John Heslin

Investment & Planning Analyst

John is an Investment and Planning Analyst at Atlas Private Wealth Management.

Prior to joining Atlas in 2019, John was a Research Analyst and Trader at Bullard, McLeod & Associates, Inc for three years. He was primarily responsible for monitoring and evaluating current and potential new positions. He also processed all equity, fixed-income, ETF, and mutual fund trades for client portfolios. John worked at Tradition Capital Management, LLC for eleven years as well and held Equity Research Analyst, Junior Portfolio Manager, and Portfolio Assistant positions.

John earned a Bachelor of Science in finance from Siena College and currently resides in Loudonville, New York, with his wife and daughter. In his free time, John enjoys spending time with his family, hiking, and rooting for the Yankees and Giants.

jheslin@atlaspwm.com

518-694-8400