Atlas Private Wealth Management Adds Vice Presidents| 02:22PM / Saturday, August 23, 2014 | |
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WILLIAMSTOWN, Mass. — Atlas Private Wealth Management has recently added two new executives to its financial team.
Gary Weinlein has joined the firm to develop a growing portfolio of regional and national accounts as vice president of business development and training and John C. Ogle will look to further develop client services as senior vice president, director of financial planning and wealth management adviser.
Weinlein has extensive experience from his 12 years in the industry, including working for First Global, Northwestern Mutual, Metropolitan Life Insurance Co. and Ayco Co. LP. The majority of his time has been helping align advisers' actions with intentions, connecting professionals and helping grow business as efficiently as possible.
He earned his bachelor of science degree in management, with a concentration in finance and minor in economics, from Rensselaer (N.Y.) Polytechnic Institute. He later earned his chartered life underwriter and chartered financial consultant designation in financial services from American College. He lives in Guilderland, N.Y., with his wife, Stephanie, and daughter, Adelyn.
Ogle brings more than 25 years of experience, including as a portfolio manager in the 1990s in the private bank at Bank of Boston, working with individuals and families on planning and investment strategies. In 2000, he joined Ayco/Goldman Sachs as a portfolio manager, addressing the investment and planning needs of executives of publicly held companies. He later progressed to a senior management role within the company's Investment Services Group in Latham, N.Y., overseeing the activities of several areas of the operation.
He holds a master's degree in business administration from the Isenberg School of Management at the University of Massachusetts at Amherst and graduated from the American Bankers Association National Trust School at Northwestern University. He also received certification securities analysis from the New York Institute of Finance. He holds the series 7, 64 and 65 Financial Industry Regulatory Authority registrations.
He will be working primarily from Atlas' home office in Williamstown. He and his family reside in Lanesborough.
Atlas Private Wealth Management is a fee-based investment advisory firm that provides services for individuals, families, businesses and nonprofit organizations. Atlas is a Securities and Exchange Commission registered investment adviser.
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