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Philip Estes

Investment & Planning Analyst

Phil is an Investment and Planning Analyst within the Portfolio Management Group at Atlas Private Wealth Management. Prior to joining Atlas, Phil spent fifteen years with Ayco, a Goldman Sachs Company, working in the Private Wealth Management and Operations divisions.

At Ayco, Phil serviced client needs on both the Fidelity and Goldman Sachs platforms. In 2008, he was awarded Associate of the Year in the Private Wealth Management Division and became a manager of the Client Service Group in 2012. In 2015, Phil moved to the Operations Division to manage the New Accounts team.

Phil graduated from the State University of New York at Oswego with a Bachelor of Science in finance and a Bachelor of Arts in economics. He obtained his master’s degree from the State University of New York at Albany.

Phil lives in Glenville, New York, where he enjoys spending time with his family and being outdoors.

pestes@atlaspwm.com

800-432-7447