John C. Ogle
Directeur en chef des Investissements chez Atlas Private Wealth Management LLC
Profil
Mr. John C.
Ogle is a Senior Vice President & Chief Investment Officer at Atlas Private Wealth Management LLC.
He is responsible for developing the growing range of services Atlas provides for clients.
He has over 30 years of experience in the financial services industry.
In the 1990s, he served as a Portfolio Manager at the Private Bank at Bank of Boston, working with individuals and families on planning and investment strategies.
In 2000, he joined The Ayco Company, L.P., a Goldman Sachs Company, as a Portfolio Manager addressing the investment and planning needs of executives of publicly held companies throughout the U.S.
He later progressed to a senior management role within Ayco’s Investment Services Group in Latham, NY, where he was responsible for the oversight of 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, Amherst.
He is a graduate of the American Bankers Association National Trust School at Northwestern University, and received certification in securities analysis from the New York Institute of Finance.
Postes actifs de John C. Ogle
Sociétés | Poste | Début |
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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 en chef des Investissements | 01/08/2014 |
Formation de John C. Ogle
University of Massachusetts | Masters Business Admin |
Westfield State University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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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 |