Matt Patrizio
Career history of Matt Patrizio
Former positions of Matt Patrizio
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 01/01/2015 | - |
Trading-Equity | 01/01/2015 | - |
Statistics
International
United States | 2 |
Operational
Analyst-Equity | 1 |
Trading-Equity | 1 |
Sectoral
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |
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