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Loni Lee

Client Service Specialist

Loni is a Client Service Specialist at Atlas Private Wealth Management.

Prior to joining Atlas, Loni worked for Bullard, McLeod & Associates, Inc, a financial planning and investment management firm in Albany, New York. She was responsible for developing and maintaining relationships with both clients and custodians in order to address internal and external operational requirements. The scope of her duties included, but was not limited to, preparing new client paperwork, initiating asset transfers, and coordinating client billing.

She earned her Bachelor of Science in communication sciences from the State University of New York College at Oneonta, concentrating in human behavioral studies in organizational communication and public relations.

Loni grew up in Clifton Park, New York, and graduated from Shenendehowa High School. She enjoys volunteering, recruiting volunteers, and fundraising for Habitat for Humanity. She is also a ballet and modern dancer and has been dancing in the Capital Region since childhood. Over the past few years, her skill has earned her a Nacre Dance Group Board of Directors position.

llee@atlaspwm.com

518-694-8400