Meet Your Team

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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Loni Lee

Marketing Coordinator



Loni is the Marketing Coordinator at Atlas Private Wealth Management.

Prior to joining Atlas, Loni worked for Bullard, McLeod & Associates, Inc, a financial planning and investment management firm in Albany, New York. She was responsible for developing and maintaining relationships with both clients and custodians in order to address internal and external operational requirements. The scope of her duties included, but was not limited to, preparing new client paperwork, initiating asset transfers, and coordinating client billing.

She earned her Bachelor of Science in communication sciences from the State University of New York College at Oneonta, concentrating in human behavioral studies in organizational communication and public relations.

Loni grew up in Clifton Park, New York, and graduated from Shenendehowa High School. She enjoys volunteering, recruiting volunteers, and fundraising for Habitat for Humanity. She is also a ballet and modern dancer and has been dancing in the Capital Region since childhood. Over the past few years, her skill has earned her a Nacre Dance Group Board of Directors position.