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 enhance the client experience of partnering with a company that takes its fiduciary obligations to heart. Toby is involved in new business development, marketing, and strategic planning as well.

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 Atlas. As a member of the 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 where he is now a member of the board of trustees. He has attained the Chartered Retirement Planning CounselorSM (CRPC®) designation through the College for Financial Planning.

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. He lives in Vermont and enjoys playing hockey and fishing in his free time.

 

CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

tpotterton@atlaspwm.com

800-432-7447 ext. 113