Perfil
Ms. Nancy J.
Rodowicz is Vice President & Wealth Management Advisor at Atlas Private Wealth Management LLC.
Ms. Rodowicz works directly with clients and the Wealth Management team to review each client’s financial goals, level of risk and create diversified portfolios that are suitable for achieving their investment objectives.
Ms. Rodowicz is a twenty-five year veteran of the financial industry whose career has taken her from Wall Street to Main Street.
She began her career working in the Mergers and Acquisitions department for what is now Trian Industries.
She then spent three years with Steinhardt Management, where she worked in the International and Domestic Operations division.
She then joined BNP Paribas and worked on the European, Asian, and Latin American trading desk.
She also held a position at UBS Wealth Management, where she specialized in foreign exchange trading and working with client advisers to properly allocate portfolios.
Her most recent position was with Star Alliance Capital where she held the position of Proprietary Equity Trader
Ms. Rodowicz received her Bachelor of Arts in Spanish Latin American Studies degree from New York University.
Antiguos cargos conocidos de Nancy J. Rodowicz.
Empresas | Cargo | Fin |
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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. | Gestor de Cartera-Acciones | - |
Formación de Nancy J. Rodowicz.
New York University | Undergraduate Degree |
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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 |
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