J. Christopher Aiello
Senior Vice President
Director of Trust and Estate Planning
800-432-7447 ext. 131
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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.