Meet Your Team

Behind every great firm are 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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Brendan Walsh, EA

Executive Vice President
Director of Tax Planning

 800-432-7447 ext. 612

 Advisor Insight from Brendan


Brendan is an Executive Vice President and the Director of Tax Planning at Atlas Private Wealth Management. He has over 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.