Bringing you live news and features since 2006 

Atlas Private Wealth Management expands financial planning division


Atlas Private Wealth Management has hired a financial services industry veteran and promoted another to the firm’s newest position, director of financial planning.

The new position is in response to the growing demand for wealth management and financial planning services that aim to work with individuals and families based on their individual set of circumstances and unique set of financial goals.
Chris Aiello has been appointed director of financial planning, while Robert Palmer has joined the firm from Ayco Company. Palmer brings nearly two decades of experience providing financial planning advice and financial education workshops to businesses and their employees.
“I believe the financial planning process begins by asking thoughtful questions and listening attentively. At Atlas, our goal is to provide financial guidance over a lifetime,” says Aiello.
“Financial education is a key component of the financial planning process and I look forward to working with Atlas clients in helping them pursue their financial goals,” says Palmer.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by