Atlantic Capital Management
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
Atlantic Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Atlantic Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Atlantic Capital Management Employees
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
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
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
Ronald Blue & Co. April 2000 - Present
Atlantic Capital Management January 1994 - December 2000
Education
Central College 1981 — 1985
BA, Business Management
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
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 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
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
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
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 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