Trading Operations Analyst
Slade is the Trading Operations Analyst within the Portfolio Management Group at Atlas Private Wealth Management. Slade brings over 20 years of trading and investment experience to the group. In his role he works with the other members of the Portfolio Management Group to improve and maintain efficient trading operations, responding promptly to internal client and team member requests, resolving service challenges, and assisting with solutions.
After serving in the US Coast Guard, Slade started his career as an equity trader for the Ivy Funds, now Waddell & Reed. Slade spent much of his career as a Relative-Value Trader working with hedge funds and qualified purchasers. Slade later transitioned into financial planning and spent the last 8 years at Northwestern Mutual as an Associate Wealth Management Advisor. In this role he primarily managed the investment strategies for the Nuss Financial Group as well as operations and client reviews.
Slade graduated from Florida Atlantic University with a Bachelor of Science in Finance.
Originally from Boca Raton, Florida, he moved to Albany in 2014 where he met his wife. Slade spends his free time outdoors, with his wife and kids, strolling or playing in Washington Park in Albany.