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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Senior Wealth Advisor
800-432-7447
Ed is a Vice President Wealth Management Advisor at Atlas Private Wealth Management. In his role at Atlas, he reviews financial objectives, retirement projections, and delivers financial planning guidance to support clients’ future goals, by understanding their unique financial landscapes.
Prior to joining Atlas, Ed spent 6 years at Goldman Sachs and Ayco, a Goldman Sachs company, in New York City and the Capital District. During his tenure he worked in trading, portfolio management, and comprehensive financial planning for corporate executives. Ed also has previous experience in wealth management at Morgan Stanley and Albany Financial Group.
Ed holds a master’s degree in business administration with a concentration in finance and accounting from Fordham University and a bachelor’s degree in finance from Manhattan College.
Ed grew up in Troy, NY and spent thirteen years in New York City. He currently resides in downtown Saratoga Springs with his wife Sara and their three kids. In his free time, he enjoys spending time with his family and working on his late 1800’s historic home.
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.
