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Brendan Walsh, EA

Senior Vice President
Director of Tax Planning

 800-432-7447 ext. 612

 Advisor Insight from Brendan

Brendan is a Senior Vice President and Director of Tax Planning at Atlas Private Wealth Management. He has almost twenty years of experience in the financial services industry.

Brendan’s primary responsibilities are in client service, providing comprehensive financial advisory services to individuals and small businesses. His focus is to assist clients with their investments, retirement, cash flow, education funding, insurance, and tax planning. Brendan also manages tax preparation services for individuals, small businesses, estates, and trusts.

Prior to joining Atlas, Brendan spent sixteen years with Ayco, a Goldman Sachs Company. While at Ayco, Brendan worked as a financial planner, and more recently, as the Director of Taxation for Ayco’s Northeast Region.

Brendan received his Bachelor of Arts in economics from St. John Fisher College and his master’s degree in business administration from the State University of New York at Albany. He is an IRS Enrolled Agent.

A life-long resident of the Capital Region, Brendan grew up in Guilderland and resides in Duanesburg, New York, with his family. He is also involved in coaching youth sports.