Greg Britton, president and CEO of Atlas Private Wealth Management, joins Albany Business Review Market President and Publisher Walter Thorne to talk about important trends in the finance industry and how Atlas is helping clients navigate the current market. He offers insights into his expectations for the market in the coming year and shares the strategies that Atlas uses to help clients in various life stages manage their financial goals.
As president and CEO, Britton is highly committed to Atlas’ success and expansion. 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 (CRPC®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Advisor for Senior Living® (CASL®).
It is Britton’s mission to help individuals pursue financial independence for their families and businesses. He builds lasting relationships and works closely with the Atlas team to provide quality service.
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