Atlas Private Wealth Advisors

Lena Cazabat is a financial advisor at Atlas Private Wealth Advisors with 16 years of industry experience. She holds the Series 66 designation and has worked at Atlas Private Wealth Advisors since 2016, with prior experience at LPL Financial LLC and Flagship Harbor Advisors, LLC. Outside of her advisory role, she is involved with The Money Honey LLC, a home-based business entity. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and utilizes a combination of advisor-driven strategies and model-based solutions across discretionary and non-discretionary portfolio management and financial planning services.

Christian Konicky is a financial advisor at Atlas Private Wealth Advisors in Johnstown, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial and Paul Carpenter Capital Advisors. Before entering the financial industry, he held various positions in the hospitality sector. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Juan Perez Mayo is a financial advisor with Atlas Private Wealth Advisors, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Atlas Private Wealth Advisors since 2016 and has also been affiliated with LPL Financial LLC since 2013. Outside of his advisory role, he is involved in managing a non-investment-related business entity. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Joseph Zaccardi is a CFA® charterholder with four years of industry experience. He is currently with Atlas Private Wealth Advisors in Lansdale, PA, having previously worked at firms including LPL Financial, Osaic Wealth, Inc., Lincoln Financial Advisors, Cresset Asset Management, and Drexel Morgan Capital Advisers. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Sandra Dalton is a financial advisor at Atlas Private Wealth Advisors in Delray Beach, FL, with 28 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Ameriprise Financial Services, Inc. from 2006 to 2017. Outside of her advisory work, she is a partner in OCD Properties, LLC, an entity involved in accounting for property expenses and profits. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team and offers portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Travis Dauchy is a CFP® professional with 25 years of industry experience. He has been with Atlas Private Wealth Advisors since 2016 and previously worked at USAA Financial Advisors. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management and financial planning through a combination of advisor-driven and model-based strategies.

Samudra Raychaudhuri is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and 17 years of industry experience. He has worked at Atlas Private Wealth Advisors since 2016 and also maintains an affiliation with LPL Financial LLC. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Ryan Coburn is a CFP® professional with four years of industry experience. He has worked at Atlas Private Wealth Advisors since 2021 as the Director of Financial Planning. Prior to that, he held various roles at eMoney Advisor from 2016 to 2021. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and employs a combination of advisor-driven strategies and model-based solutions for portfolio management.

Paul Carpenter is a CFP® and PFS™ with 37 years of industry experience. He is currently with Atlas Private Wealth Advisors and has previously worked at LPL Financial LLC and Avantax-related firms. Outside of his financial advisory work, he is a part-time drummer and musician. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management and financial planning through a mix of advisor-driven and model-based strategies.

Liam Byrne is a financial advisor at Atlas Private Wealth Advisors in Charlotte, NC, holding a Series 66 designation with five years of industry experience. He has been with Atlas Private Wealth Advisors since 2019 and previously worked at Investors Bank and The College of New Jersey. Atlas Private Wealth Advisors is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers customized portfolio management and financial planning using a combination of advisor-driven and model-based strategies.

Jason Sampson is a financial advisor at Atlas Private Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has prior work experience at Beacon Hill Corporate Services, Fortress Asset Protection, Venerable Law, and Squire Patton Boggs. Outside of advising, he owns and manages several businesses, including a law firm and companies providing asset protection and corporate support services. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers tailored portfolio management using a combination of advisor-driven strategies and model-based solutions.

Dennis Grinestaff is a financial advisor at Atlas Private Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Shariden Consulting and Wealth Management, LLC for 14 years. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Christopher Cusack is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Integrity Wealth Management, Dow Jones, and the New Jersey PGA. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Vladislav Krubich is a CFP® with 25 years of experience in the financial services industry. He has been with Atlas Private Wealth Advisors since 2016 and has worked at LPL Financial since 2013. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management combining advisor-driven strategies and model-based solutions.