Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
Meet the professionals of Atlas Private Wealth Management.
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Managing Director, Wealth Management
Greg is the CEO of Atlas Private Wealth Management and is highly committed to the company’s success and expansion. He joined Atlas in 2011 and was a founding member of Atlas’ Investment Committee. Prior to joining Atlas, he spent nearly a decade at Northwestern Mutual and MassMutual, where he provided financial planning advice and worked directly with clients to manage their retirement assets.
He received a Bachelor of Science from Siena College and holds numerous certifications including Chartered Retirement Planning CounselorSM (CRPC®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Advisor for Senior Living® (CASL®).
It is Greg’s mission to help individuals pursue financial independence for their families and businesses. He builds lasting relationships and works closely with the Atlas team to provide quality service.
Greg is originally from the Capital Region. Although he has resided in a number of New England locations, he is happy to call Upstate New York home once again. He lives in Saratoga County with his wife, Alicia, and their three children. He enjoys traveling, road trips, and outdoor activities.
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.
ChFC®, CLU®, and CASL® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
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Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
