Atlas Private Wealth Management, a fee-based investment advisory firm with approximately US$1 billion in client assets, has appointed two new wealth advisors to strengthen its presence in the New York capital region.
Michael Hickey will join the firm as the executive vice president, a member of the Atlas investment committee and managing director of the Albany office, while Carman will serve as senior vice president, director of tax and financial planning in Albany.
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Hickey and Carman have joined the firm from Albany Financial Planners, where they have been sole shareholders for the past 30 years.
Hickey has 30 years of wealth counseling experience and offers guidance for life’s financial transitions, including counsel for clients who have received sudden wealth from an inheritance, legal settlement, lottery winnings or sale of a substantial asset.
Carman with over 30 years of experience in tax preparation services for individuals, small businesses, estates, and trusts specializes in retirement plan allocations, long-term care costs, and education funding needs.
Greg Britton, president and CEO of Atlas, said: "Their experience will allow us to expand our offering and serve more individuals, families and small businesses across the country. We remain committed to growing our business and look forward to attracting great clients and advisors to Atlas."
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By GlobalDataHickey said: "By joining Atlas, Greg, and the Focus partnership, we now have access to greater resources and expertise, which will allow us to expand the services we provide our clients."
Rajini Kodialam, managing director of Focus, said: "We continue to support like-minded firms joining forces to enhance each other’s businesses and expand their geographic reach, as this ultimately creates a superior offering for clients. We are delighted that our Partner firms continue to take advantage of opportunities like these, and given our recent close of a US$550 million credit facility, we expect the momentum to continue in 2014."
Atlas Private Wealth Management, a Focus Financial Partners firm, currently has 25 employees, 10 among which are financial planners.
