Greg Britton
Directeur Général chez Atlas Private Wealth Management LLC
Profil
Mr. Gregory R.
Britton is a President & Chief Executive Officer at Atlas Private Wealth Management LLC.
He joined Atlas in 2011 and is a founding member of Atlas’ Investment Committee.
Prior to joining Atlas, he spent nearly a decade at Northwestern Mutual and MassMutual, where he provided financial planning advice and worked directly with clients to manage their retirement assets.
He received a Bachelor of Science from Siena College and holds numerous certifications including Chartered Retirement Planning CounselorSM, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Advisor for Senior Living.
Postes actifs de Greg Britton
| Sociétés | Poste | Début |
|---|---|---|
Atlas Private Wealth Management LLC
 Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Directeur Général | 01/01/2011 |
Formation de Greg Britton
| Siena College | Undergraduate Degree |
| Hudson Valley Community College | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Finance |
