Happy Earth Day!

We would like to recognize the 50th anniversary of Earth Day. Keeping the environment in mind… there does not always seem a simple solution for every individual to change behaviors. However, we would like to recognize that small changes we make daily can amass great positive impact over time. A few ways we, at Atlas, are contributing to keeping the environment in mind are by converting to electronic delivery of this newsletter, and other correspondence when we can, and using The Atlas Client Portal for communication and maintaining multi sort recycling bins located throughout our Albany office.

Atlas readers, we are looking for you!

Atlas is excited to announce a new program to clients and community members. Avid literature lover & team member, Sunday Frost, will be hosting a book club. If you are interested in joining us, please reach out to sfrost@atlaspwm.com for more information. During this time of social distancing, a virtual book club will be offered.


Amazing Race to Recovery

This past January Atlas’ team members Loni, Sara, Suzanne, and Kate participated in the Amazing Race to Recovery. The Amazing Race to Recovery hosted by the Colonie-Guilderland Rotary Club, hosted an event to support Second Chance Opportunities, Inc. Second Chance Opportunities is a community recovery center located in Albany, its’ focus is to create a safe space where people in recovery from substance abuse disorders, can go to for rehabilitation resources. Resources include assistance in finding gainful employment, looking for housing and learning or re-learning general life skills. While assisting in these life moments, this organization also works to make the experience fun and uses social programming to make transitions enjoyable to participants. The event included various mental and physical obstacles using clever clues to guide participants to the end. For more information, please visit https://www.amazingracetorecovery.org/

Black History Night Celebration-Tony Clement Center for Education

Atlas was presented the opportunity to sponsor the dinner for the Black History Night Celebration event held on February 26th at the Tony Clement Center for EducationThe Tony Clement School is the City School District of Albany’s alternative education program. They serve approximately 160 students grades 7-12, who are enrolled in various programs intended for a smaller, nurturing environment. For Black History Month the students’ curriculum was a subset of work created to highlight their studies with a theme of Black History. The Black History Night Celebration is one of the many extracurricular programs that the school puts on for its students and community. 


Timothy Hamilton, CFP®, CIMA®, CSLP®

We’d like to congratulate Atlas’ Senior Vice President, Tim Hamilton on earning his Certified Student Loan Professional (CSLP®) designation.

The CSLP® designation is administered by CSLA Board of Standards, whose mission is to benefit the public by building a network of dedicated, competency-tested, licensed, and vetted financial and tax advisors delivering student loan guidance with the duty of care of a fiduciary.

To learn more about the CSLP Designation, please click here (https://cslainstitute.org/)

Sunday Frost

Please join us in welcoming our newest team member, Sunday Frost. In her current role, she assists our Wealth Management Advisors with onboarding new clients and provides operational support.

Sunday joined us after relocating back to New York in 2018. She is presently reading The Starless Sea written by Erin Morganstern… and volunteers for the Capital District Humane Association. Sunday’s long-standing affinity for furry friends led her to the organization. In addition to volunteering, one of Sunday’s fur family came from this organization, 5-year-old Kya.

Loni Lee

Prior to joining Atlas, Loni worked for Bullard, McLeod & Associates, Inc., a financial planning and investment management firm in Albany, New York. Since the merger of firms in April 2019, she has transitioned into the Marketing Coordinator role earlier this year. 

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