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Justin Bogardus

Investment & Planning Analyst

Justin is an Investment and Planning Analyst responsible for conducting investment research and preparing financial planning reviews and retirement projections, as well as addressing other client service needs.  Justin is also involved in ongoing Atlas projects related to client service, office efficiency, and investment and financial planning preparation.

Prior to joining Atlas Private Wealth Management, Justin worked for The Ayco Company in its Private Wealth Management Department where he focused on mutual fund trading and Fidelity account management. He has also worked for NBT Bank as a Management Associate and Personal Banker.

Justin received his bachelor’s degree in Economics from Union College and his MBA from The College of St. Rose, with a concentration in financial planning.  He is also currently working toward his CFP® certification.

800-432-7447 ext. 610