Meet the Team

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Meet the professionals of Atlas Private Wealth Management.

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Joseph Capobianco
APMA®

Associate Portfolio Manager

Joe is an Associate Portfolio Manager at Atlas Private Wealth Management. Since joining the team in 2017, Joe has assisted with portfolio construction, review, and oversight within the firm’s Portfolio Management Group. Joe works in tandem with our Wealth Management Advisors and the Investment Committee to implement investment ideas and help tailor portfolios to meet client needs.

Prior to Atlas, Joe worked at Ayco, a Goldman Sachs Company, as a Financial Planner and Investment Analyst focusing on the company’s high net worth clients. He also has trust and estate administration experience from his time at Trusco Bank. Joe has both a bachelor’s and master’s degree in business administration from The College of Saint Rose and has earned the Accredited Portfolio Management AdvisorSM (APMA®) designation from the College for Financial Planning.

Joe lives in Saratoga Springs and enjoys playing soccer and spending time at the local state park with his family.

 

Accredited Portfolio Management AdvisorSM and APMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

jcapobianco@atlaspwm.com

800-432-7447 ext. 133