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.
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Compliance & Operations Specialist
800-432-7447 ext. 641
David joined Atlas Private Wealth Management in 2017 and is currently a Compliance and Operations Specialist. As part of the team, he works with the CCO and COO to ensure the firm is in compliance with laws and regulatory requirements and to support firmwide operations.
Before working in his current role, David served in a client service capacity for Atlas as an Investment and Planning Analyst. Prior to being an Atlas associate, David, spent fourteen years with Ayco, a Goldman Sachs Company, involved with its Trust Advisory Service.
David is a graduate of Syracuse University where he earned a Bachelor of Arts degree. He currently resides in Albany with his wife and two children. He is an active member of Westminster Presbyterian Church. He enjoys spending time with his family, cooking, camping and whenever possible heading to the shores of Cape Cod.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
