Meet the Team

Behind every great firm are outstanding individuals.

Meet the professionals of Atlas Private Wealth Management.

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Kristen Schreer

Managing Director
Chief Operating Officer

kschreer@atlaspwm.com

800-432-7447 ext. 104

 

Kristen is a Managing Director and the Chief Operating Officer of Atlas Private Wealth Management. She is responsible for the day-to-day operations at Atlas.  She also manages human resources and marketing at the firm and oversees a fantastic team that provides personal and systems support to our clients, advisors and fellow associates.

Kristen graduated from the University of Buffalo with a Bachelor of Arts in Communication.  She also earned her Master of Business Administration from the University of Alaska Fairbanks.

Prior to joining Atlas, Kristen spent sixteen years at Ayco, a Goldman Sachs Company. During her career at Ayco, Kristen worked in many different roles at the firm that included project management and support for the launch of financial planning programs at Fortune 500 companies.  She also served as a Director, managing various internal operations that included website enhancements, client program development and brand strategy and communications. Prior to working at Ayco, Kristen resided and worked in Waterloo, Ontario, Canada for six years and worked in the employment sector.

Kristen lives in Glenville, New York, and is the proud mother of two children who have successfully left the nest to pursue their own passions and interests.  Kristen enjoys running (a Utica 15K Boilermaker regular) and hiking. She has been working toward her goal of completing all 46 of the Adirondack High Peaks.