Behind every great firm is 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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Managing Director
President of Advisory Services
800-432-7447 ext. 113
Toby is a Managing Director and the President of Advisory Services at Atlas Private Wealth Management. He also serves on Atlas’ Investment Committee. He works with the Wealth Management Advisory Team to enhance the client experience of partnering with a company that takes its fiduciary obligations to heart. Toby is involved in new business development, marketing, and strategic planning.
In addition to these responsibilities, Toby works closely with a core group of wealth management clients. He believes that maintaining an active role in the management of his clients’ portfolios is vital to the success of Atlas. As a member of the Investment Committee, he incorporates this belief while acting as a liaison for the other wealth management advisors.
Prior to joining Atlas Private Wealth Management, Toby worked in real estate development where he focused on rural residential and vacation properties across the United States.
Toby earned a bachelor’s degree in business administration from Southern Vermont College and has attained the Chartered Retirement Planning CounselorSM (CRPC®) designation through the College for Financial Planning.
Toby lives in Colorado and enjoys playing hockey and fishing in his free time. Previously, he lived in Vermont where he has a long history of service to his community in Southwestern Vermont and the Northern Berkshire area. Toby has been a member of Rotary International since 1999.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
