Meet the Team

Behind every great firm are outstanding individuals.

Meet the professionals of Atlas Private Wealth Management.

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Toby Potterton, CRPC®

Managing Director

Toby is a Managing Director and serves on Atlas Private Wealth Management’s Investment Committee. He also works with the Wealth Management Advisory Team to ensure that clients are experiencing the full benefits of their relationship with Atlas. Toby is also involved in new business development, marketing, and strategic planning.

In addition to these responsibilities, Toby works closely with a core group of wealth management clients. He believes that maintaining an active role in the management of his clients’ portfolios is vital to the success of the company. As a member of Atlas’ Investment Committee, he incorporates this belief while acting as a liaison for the other Wealth Management Advisors.

Prior to joining Atlas Private Wealth Management, Toby worked in real estate development where he focused on rural residential and vacation property across the United States.

Toby earned a bachelor’s degree in business administration from Southern Vermont College.  Toby has a long history of service to his community in Southwestern Vermont and the Northern Berkshire area.  He has been a member of Rotary International since 1999, and is currently serving as his local chapter’s President.

Toby lives in Vermont with his family and enjoys playing hockey in his free time.

800-432-7447 ext. 113