Meet the Team

Behind every great firm are outstanding individuals.

Meet the professionals of Atlas Private Wealth Management.

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Susan L. Dellaghelfa

Executive Assistant

Susan is an Executive Assistant with Atlas Private Wealth Management.  She has worked in the financial services industry for over 25 years, the last nine of which have been with Atlas.  Prior to that, she had 17 years experience working for a mortgage company.

Susan works directly with clients and Wealth Management Advisors to set up accounts and facilitate client requests.  She works closely with them to give the best possible service and attention. Susan believes that every client is “the most important client,” and she works to establish a trusting, strong relationship with each.

Susan was born and raised in the Berkshires, lived in California for 20 years, in Italy for 1 year, and relocated back to the Berkshires 10 years ago.

“The best compliment,” Susan says, “is a referral from an existing client.  If a client is going to refer a family member or friend, they must have the utmost confidence and trust in our company.”

sdellaghelfa@atlaspwm.com

800-432-7447 ext. 116