Meet Your Team

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
Director of Trust and Estate Planning

 caiello@atlaspwm.com

 800-432-7447 ext. 131

Schedule a Call with Chris

 Advisor Insight from Chris

 

Chris is a Senior Vice President and the Director of Trust and Estate Planning at Atlas Private Wealth Management. Prior to joining Atlas, Chris was a financial advisor for over twenty years serving clients in the areas of investment management, tax planning, trust planning, estate planning, and retirement planning.

Chris has a distinctive background counseling individuals and businesses in financial-related matters. He began his financial services career with Ayco, a Goldman Sachs Company. In that capacity, he advised corporate executives and family members of Fortune 500 corporate employees on all aspects of estate and financial planning.

Throughout his career, Chris has held management positions with TD Bank, Wells Fargo Private Bank, and PricewaterhouseCoopers.

Chris earned his bachelor’s degree in political science from Russell Sage College and a JD from Western Michigan University. He has been an active community member having previously served as a board member for the Community Foundation of Sarasota, Easter Seals of Southwest Florida, the Pines of Sarasota, and Manasota Miracle League.

Chris lives in Ballston Lake, New York, and enjoys skiing and hiking with his family.