Atlantic Capital Management

Description

Address: 100 Corporate Pkwy # 302, Amherst, NY 14226 Phone: (716) 835-8560: : : : Place name: Category: : Hours: Website: : Website: http://www.acm-investments.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Atlantic Capital Management Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Atlantic Capital Management Employees

Employee
Years
Job
Industry
Sara Roby Sam, CPA Sara Roby Sam, CPA Greater Philadelphia Area Details
Sara Roby Sam, CPA's Atlantic Capital Management Experience 2010 - 2011
Job Sara Sam CPA P.C.
Industry Accounting
Experience
Sara Sam CPA, P. C.   August 2014 - Present
Excellence Accounting & Tax Services   November 2010 - July 2014
Atlantic Capital Management   2010 - 2011
Torc Investments & Research   October 2006 - September 2009
Centurion Securities, LLC   2003 - 2009
City of Philadelphia  2004 - 2006
McNeil Nutritionals  2002 - 2003

Skills
Personal Finance, Tax, Tax Preparation, Accounting, General Ledger, IRS, Tax Research, Partnership Taxation, QuickBooks, Income Tax, Tax Returns, Tax Accounting, Sales Tax, GAAP, Corporate Tax, Auditing, Bookkeeping, Payroll, Finance, CPA, Small Business

Education
Temple University   2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting

Kyle Tucker Kyle Tucker United States Details
Kyle Tucker's Atlantic Capital Management Experience June 2005 - June 2007
Job Financial Advisor at CAPTRUST
Industry
Experience
CAPTRUST  June 2007 - Present
Atlantic Capital Management   June 2005 - June 2007
Principal Financial Group  October 2003 - June 2005

Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Investment Strategies, Asset Allocation, Alternative Investments, 401k Rollovers, Qualified Retirement..., 401k, Non-Qualified Deferred...

Education
North Carolina State University   1999 — 2003
Bachelor of Science (BS), Business Management

Zachary Getman Zachary Getman Greater New York City Area Details
Zachary Getman's Atlantic Capital Management Experience June 2011 - August 2011
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group  January 2014 - Present
Eze Software Group  June 2012 - January 2014
Atlantic Capital Management   June 2011 - August 2011
Framingham Country Club  June 2006 - August 2011

Skills
Series 7, SQL, Trading Systems, Equities, Microsoft Office, Financial Analysis

Education
Providence College   2008 — 2012
BA, Political Science, Finance

Macquarie University   2011 — 2011

Holliston High School   2004 — 2008

Vince Birley, CFP®, AIF® Vince Birley, CFP®, AIF® Greater Atlanta Area Details
Vince Birley, CFP®, AIF®'s Atlantic Capital Management Experience January 1994 - December 2000
Job Executive at Ronald Blue and Company
Industry Financial Services
Experience
Ronald Blue & Co.   April 2000 - Present
Atlantic Capital Management   January 1994 - December 2000

Education
Central College   1981 — 1985
BA, Business Management

Greg Bondi Greg Bondi Kennett Square, Pennsylvania Details
Greg Bondi's Atlantic Capital Management Experience 1999 - 2005
Job Exelon Power Finance, Manager
Industry Oil & Energy
Experience
Exelon  2014 - Present
Exelon  2012 - 2014
Exelon Power Team  2007 - 2012
Exelon Power Team  2005 - 2007
Atlantic Capital Management   1999 - 2005

Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Analysis, Finance, Investments, Financial Planning, Commodity, Options, Cross-functional Team..., Hedging, Budgets

Education
University of Richmond - Robins School of Business   1994 — 1998
BSBA, Finance, Magna Cum Laude

Henderson   1990 — 1994

Christopher Dion, CFA Christopher Dion, CFA Richmond, Virginia Area Details
Christopher Dion, CFA's Atlantic Capital Management Experience April 2002 - June 2008
Job Managing Director and Chief Investment Officer, Bespoke Strategies at Lowe, Brockenbrough & Co.
Industry Investment Management
Experience
Lowe, Brockenbrough & Co.   January 2012 - Present
Virginia 529 College Savings Plan   September 2008 - Present
University of Richmond 403b Retirement Plan   March 2009 - January 2012
Spider Management Company  June 2008 - January 2012
Atlantic Capital Management   April 2002 - June 2008
Wheat First Butcher Singer (First Union / Wachovia)   June 1999 - April 2002

Skills
Investments, Portfolio Management, Equities, Asset Allocation, Private Equity, Investment Banking, Mergers & Acquisitions, Financial Services, Hedge Funds, Strategic Financial..., Emerging Markets, Series 63, Derivatives, Investment Advisory

Education
University of Richmond - Robins School of Business   1995 — 1999
BSBA, Major Accounting, Conc. in Finance

Girard High School   1991 — 1995

Eileen Cox Eileen Cox Greater Boston Area Details
Eileen Cox's Atlantic Capital Management Experience 2004 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Eileen Cox Financial Consulting Services   2008 - 2012
Jane Siegel & Associates   2008 - 2008
Atlantic Capital Management   2004 - 2007
Harvard Clinical Technology, Inc   1997 - 1999
Sungard Brokerage Systems, Inc   1994 - 1997
Paul Revere Insurance  1993 - 1994
The Mutual Life Insurance Company of New York   1988 - 1993
KPMG Peat Marwick  March 1986 - September 1988

Education
College for Financial Planning   2005 — 2007
CFP Candidate, Certified Financial Planner

Pace University-Pleasantville/Briarcliff Campus   1980 — 1984
BBA/CPA, Accounting

Steven Stejskal Steven Stejskal West Palm Beach, Florida Area Details
Steven Stejskal's Atlantic Capital Management Experience 2006 - Present
Job A Vice President, Research Analyst at Atlantic Capital Management
Industry Investment Management
Experience
Atlantic Capital Management   2006 - Present
National City Bank  January 2005 - August 2006

Skills
Portfolio Management, Financial Analysis, Business Strategy, Venture Capital, Strategy

Education
Northwood University   2002 — 2006
Finance & Management, Finance, Economics, Marketing, Management

Jeffrey P. Snider Jeffrey P. Snider West Palm Beach, Florida Area Details
Jeffrey P. Snider's Atlantic Capital Management Experience January 2001 - Present
Job Chief Investment Strategist at Alhambra Investment Partners LLC
Industry Investment Management
Experience
Alhambra Investment Partners LLC   July 2012 - Present
Atlantic Capital Management   January 2001 - Present
The Gary Carter Foundation   2001 - 2010
Atlantic Capital Management, Inc.   October 1994 - December 2000

Skills
Portfolio Management, Investments, Economics, Investment Management, Asset Management, Equities, Asset Allocation, Alternative Investments, Hedge Funds

Education
Canisius College   1992 — 1996
BS, Finance

Christopher Chiarilli Christopher Chiarilli Greater New York City Area Details
Christopher Chiarilli's Atlantic Capital Management Experience January 2002 - February 2009
Job Derivatives Trader at Olam International/Invenio
Industry Capital Markets
Experience
Olam International/Invenio   September 2012 - Present
MF Global  March 2011 - December 2011
Thomson Reuters  February 2010 - March 2011
First New York Securities  March 2009 - January 2010
Atlantic Capital Management   January 2002 - February 2009
SMW Trading Co.   June 1996 - December 2001
SMW Trading Company  January 1996 - January 1998

Skills
Commodities, Options, Derivatives, Trading Systems, Trading, Commodity, Commodity Markets, Capital Markets, Fixed Income, Bloomberg, Valuation, Corporate Finance, Portfolio Management, Financial Risk, Risk Management, Market Risk, Mergers & Acquisitions, Market Making, Financial Markets, Arbitrage, Trading Strategies, Traders, Volatility, Hedging

Education
Investment Banking Institute   2009 — 2009
IBI, Intensive 4-week financial modeling and valuation training program

Saint Bonaventure University   1993 — 1996
Bachelors, Political Science

Saint Bonaventure University   1992 — 1996

Canisius College   1992 — 1993
B.A., Political Science

Jenifer Cryer Jenifer Cryer Richmond, Virginia Area Details
Jenifer Cryer's Atlantic Capital Management Experience 1998 - 1999
Job Accountant at Jenifer H. Cryer, CPA
Industry Accounting
Experience
Jenifer H. Cryer, CPA   2005 - Present
West End Presbyterian Church  2005 - 2009
Advanced Orthopaedic Centers  2003 - 2005
KPMG  2001 - 2003
Atlantic Capital Management   1998 - 1999
Scott & Stringfellow  1997 - 1998

Education
The College of William and Mary - The Mason School of Business   2000 — 2001
MS, Accounting

Randolph-Macon College   1993 — 1997
BA, Business & Economics