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.
Meet the professionals of Atlas Private Wealth Management.
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Director, Wealth Management
518-482-5777
Kristen is the President of Atlas Private Wealth Management. She is responsible for the day-to-day operations at Atlas. She also oversees human resources, marketing, and the 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.
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.
