Behind every great firm is 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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J. Christopher Aiello
Senior Vice President 
Kollin F. Allard 
Suzanne Beczak, CFP®
Associate Wealth
Gregory R. Britton 
Barnaby D. Bullard, CFP®
Senior Vice President 
Lisa Britton-Chrysler
Office Operations Coordinator
Jennifer Eobbi
Office Operations Assistant
Philip Estes
Manager of Trading Operations
Timothy Hamilton 
Rachel Harvey
Client Experience Director
G. David Hershey,
Compliance & Operations Specialist
John Heslin
Associate Portfolio Manager
Danielle Jolin
Client Operations Leader
Loni Lee
Marketing Coordinator
Edward McCarthy
Associate Wealth
Lissa McNaughton
Senior Vice President 
Kathleen M. Moore, FPQP®
Director of Client Services
Rick Morales
Associate Wealth
John C. Ogle
Senior Vice President
Robert Palmer, CFP®, RICP®
Senior Vice President 
Rebecca Potenza
Client Services Specialist
Toby Potterton, CRPC®
Managing Director 
Kathryn Prevendoski
Client Services Specialist
Sarah Rapke
Senior Vice President
Megan Ray, FPQP®
Client Onboarding Specialist
Melanie Robinson
Client Services Specialist
Kristen Schreer
Managing Director 
Christian Signor
Client Operations Analyst
Christine Suozzi, CFP®
Associate Wealth
Jolyn Sweet, EA
Tax Director
Kelmy Tejada
Client Services Specialist
Brendan Walsh, EA
Executive Vice President 
