Barnaby D. Bullard, CFP®
Director of Financial Counseling
Advisor Insight from Barnaby
Barnaby is the Director of Financial Counseling at Atlas Private Wealth Management. He specializes in financial planning for individuals and business entities, and leads the financial counseling program for independent schools. Barnaby joined Atlas in 2019, and brought with him over twenty years of experience in the financial planning industry. Most recently, he was the Chief Investment Officer at Bullard, McLeod & Associates, Inc. Prior to his financial services career, Barnaby served with distinction as a commissioned officer in the United States Navy.
Barnaby received a bachelor’s degree in economics from the University of Rochester after graduating from the Albany Academy for Boys. While at the university, he also earned a certificate in management studies (specifically, in accounting and finance) from the Simon School of Business. Additionally, he attended San Diego State University where he obtained his Master of Science in business administration with a concentration in financial planning. Barnaby has the distinction of being a CERTIFIED FINANCIAL PLANNERTM.
Barnaby is an active volunteer in the community, serving as Chairman of the Albany High Flyer’s Chapter of Ducks Unlimited, and serving as a council member on the Albany Academies Alumni Association Board. He is an avid outdoorsman and private pilot. He enjoys spending his free time exploring the Northeast by seaplane.
CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.