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.
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Portfolio Manager
518-482-5777
John is an Associate Portfolio Manager at Atlas Private Wealth Management.
Prior to joining Atlas in 2019, John was a Research Analyst and Trader at Bullard, McLeod & Associates, Inc for three years. He was primarily responsible for monitoring and evaluating current and potential new positions. He also processed all equity, fixed-income, ETF, and mutual fund trades for client portfolios. John worked at Tradition Capital Management, LLC for eleven years as well and held Equity Research Analyst, Junior Portfolio Manager, and Portfolio Assistant positions.
John earned a Bachelor of Science in finance from Siena College and currently resides in Loudonville, New York, with his wife and daughter. In his free time, John enjoys spending time with his family, hiking, and rooting for the Yankees and Giants.
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.
