John C. Ogle
Senior Vice President
Chief Investment Officer
800-432-7447 ext. 121
Insight from John
John is a Senior Vice President and the Chief Investment Officer at Atlas Private Wealth Management. John joined Atlas in August 2014. He is responsible for developing the growing range of services Atlas provides for clients. John brings over 30 years of experience in the financial services industry. In the 1990s, he served as a Portfolio Manager at the Private Bank at Bank of Boston, working with individuals and families on planning and investment strategies. In 2000, he joined The Ayco Company, L.P., a Goldman Sachs Company, as a Portfolio Manager addressing the investment and planning needs of executives of publicly held companies throughout the U.S. He later progressed to a senior management role within Ayco’s Investment Services Group in Latham, NY, where he was responsible for the oversight of the activities of several areas of the operation.
John holds a master’s degree in business administration from the Isenberg School of Management at the University of Massachusetts, Amherst. He is a graduate of the American Bankers Association National Trust School at Northwestern University, and received certification in securities analysis from the New York Institute of Finance.
John and his family reside in Lanesborough, MA.