Fall Team-Building – Thanksgiving Feast

During the season of giving, Atlas associates headed to the Church of the Messiah in Glens Falls, NY.  The Church of the Messiah serves free meals to the greater Glens Falls and surrounding community every Sunday. To maintain this tradition, they have rotating church groups to organize and prepare these meals, but also rely on outside volunteer groups.

Our team member, Sara Casale, introduced this experience and coordinated a group which included Atlas team members, friends and family.  Sara does this annually to aid in keeping this great community based service initiative going. It was a great experience for all and we look forward to continued participation in community based activities in the future. 

The Atlas team post food preparation (Glens Falls, NY)

Atlas Team Member Updates

Barry Rings CERTIFIED FINANCIAL PLANNER ™

A huge congratulations to our team member Barry Rings, a Wealth Management Advisor at Atlas, on obtaining  his CERTIFIED FINANCIAL PLANNER™  certification. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

Suzanne Beczak Joins the Atlas Team

Please join us in welcoming our newest team member, Suzanne Beczak. In her current role she supports the team of Wealth Management Advisors by providing operational support for clients as well as preparing financial plans.

Suzanne is a Siena College graduate and obtained her master’s in business administration from The University at Albany. She previously worked at Ayco, a Goldman Sachs Company. She is currently working toward her CERTIFIED FINANCIAL PLANNER™  certification.

For more information on Suzanne you may visit our team member page.

 

Expansion

A Space for YOU

Atlas is happy to announce that construction efforts in our Albany office are now complete. As we talk about the pursuit of goals some of you have been following us along this journey as Atlas’s Albany office underwent expansion. At the forefront of our minds, a large part of the expansion efforts was focused on the client experience.

We will be launching the Atlas Client Portal in the next coming weeks as a way to receive your portfolio reports. The new client kiosks offer both a space and technology resource for individuals, whether they are looking to meet with a team member or exploring the client portal independently with the added comfort that assistance is right around the corner.

In addition to this, we are proud to now offer a new community room as a central space for clients and community organizations to gather and share ideas. This space offers a comfortable setting with technology options to help community members host lectures, board meetings, and other gatherings.

Please contact Loni Lee, our Marketing Coordinator, if you are interested in learning more about scheduling the community room for use.

We will be reaching out with more information on these new experiences.

 

 

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