Atlas Capital Advisors LLC
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Atlas Capital Advisors LLC Employees
Employee
Years
Job
Industry
Daniel Sohn Daniel Sohn's Atlas Capital Advisors LLC Experience July 2015 - August 2015
Job MFE Candidate at UCLA Anderson School of Management
Industry Financial Services
Experience
Atlas Capital Advisors LLC July 2015 - August 2015
Okyo Sinci ero August 2012 - August 2014
MCL Partners May 2012 - July 2012
Samsung C&T Corporation June 2011 - July 2011
Skills
Java, R, Matlab, SAS, Quantitative Finance, Economic Forecasting, Statistical Modeling, Economic Modeling, Financial Modeling, Statistical Data..., Mathematical Analysis, Investments, Stata, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2015
Master's degree, Financial Engineering
Emory University 2009 — 2013
Bachelor of Arts (BA), Economics and Mathematics
Singapore American School 2005 — 2009
Atlas Capital Advisors LLC July 2015 - August 2015
Okyo Sinci ero August 2012 - August 2014
MCL Partners May 2012 - July 2012
Samsung C&T Corporation June 2011 - July 2011
Skills
Java, R, Matlab, SAS, Quantitative Finance, Economic Forecasting, Statistical Modeling, Economic Modeling, Financial Modeling, Statistical Data..., Mathematical Analysis, Investments, Stata, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2015
Master's degree, Financial Engineering
Emory University 2009 — 2013
Bachelor of Arts (BA), Economics and Mathematics
Singapore American School 2005 — 2009
Aaryn Leineke Aaryn Leineke's Atlas Capital Advisors LLC Experience November 2009 - April 2012
Job Executive Assistant to CFO at SoFi
Industry Investment Management
Experience
SoFi June 2015 - Present
RS Investments April 2012 - June 2015
Atlas Technology Group LLC November 2009 - April 2012
Atlas Capital Advisors LLC November 2009 - April 2012
ETS (English Training Systems) March 2007 - March 2008
Education
San Francisco State University 2003 — 2006
Business Administration (Internation Bus), International Business
San Francisco State University, College of Business 2003 — 2006
SoFi June 2015 - Present
RS Investments April 2012 - June 2015
Atlas Technology Group LLC November 2009 - April 2012
Atlas Capital Advisors LLC November 2009 - April 2012
ETS (English Training Systems) March 2007 - March 2008
Education
San Francisco State University 2003 — 2006
Business Administration (Internation Bus), International Business
San Francisco State University, College of Business 2003 — 2006
Colin Bang Nguyen Colin Bang Nguyen's Atlas Capital Advisors LLC Experience June 2014 - September 2014
Job Student at Stanford University
Industry Financial Services
Experience
Charles R. Blyth Fund October 2013 - Present
Sighten, Inc. June 2015 - August 2015
Stanford Law School June 2013 - June 2015
Atlas Capital Advisors LLC June 2014 - September 2014
Stanford Students Environmental Consulting October 2013 - June 2014
Leland High School Speech and Debate 2011 - 2013
Leland Speech and Debate Middle School Program 2010 - 2013
Stanford University, Center for the Study of Language and Information June 2011 - August 2012
Education
Stanford University 2013 — 2017
Bachelor of Science (B.S.), Mathematical and Computational Science
Leland High School 2009 — 2013
Charles R. Blyth Fund October 2013 - Present
Sighten, Inc. June 2015 - August 2015
Stanford Law School June 2013 - June 2015
Atlas Capital Advisors LLC June 2014 - September 2014
Stanford Students Environmental Consulting October 2013 - June 2014
Leland High School Speech and Debate 2011 - 2013
Leland Speech and Debate Middle School Program 2010 - 2013
Stanford University, Center for the Study of Language and Information June 2011 - August 2012
Education
Stanford University 2013 — 2017
Bachelor of Science (B.S.), Mathematical and Computational Science
Leland High School 2009 — 2013
Bryan Soler Bryan Soler's Atlas Capital Advisors LLC Experience June 2012 - September 2012
Job CEO/Managing Director
Industry Financial Services
Experience
Bryan E. Soler January 2013 - Present
Washington Elementary School PTA June 2012 - Present
Atlas Capital Advisors LLC June 2012 - September 2012
Burlingame Community Education Foundation August 2011 - June 2012
The Guardian Life Insurance Company of America November 2010 - October 2011
New York Life Insurance Company May 2010 - November 2010
Primerica June 2006 - May 2010
ZipRealty, Inc. August 2004 - March 2006
Skills
Estate Planning, Insurance, Mutual Funds, Strategic Financial..., Small Business, Retirement Planning, Asset Management, Fitness, Retirement, Leadership, Investment Advisory, Portfolio Management, Marketing, Investments, Wealth Management, Financial Analysis
Education
Golden Gate University 2013 — 2017
Bachelor of Science (BS), Finance and Financial Management Services
The American College 2010 — 2014
Chartered Financial Consultant
Grace M. Davis High School 2000 — 2001
Fred C. Beyer High School 1997 — 2000
Bryan E. Soler January 2013 - Present
Washington Elementary School PTA June 2012 - Present
Atlas Capital Advisors LLC June 2012 - September 2012
Burlingame Community Education Foundation August 2011 - June 2012
The Guardian Life Insurance Company of America November 2010 - October 2011
New York Life Insurance Company May 2010 - November 2010
Primerica June 2006 - May 2010
ZipRealty, Inc. August 2004 - March 2006
Skills
Estate Planning, Insurance, Mutual Funds, Strategic Financial..., Small Business, Retirement Planning, Asset Management, Fitness, Retirement, Leadership, Investment Advisory, Portfolio Management, Marketing, Investments, Wealth Management, Financial Analysis
Education
Golden Gate University 2013 — 2017
Bachelor of Science (BS), Finance and Financial Management Services
The American College 2010 — 2014
Chartered Financial Consultant
Grace M. Davis High School 2000 — 2001
Fred C. Beyer High School 1997 — 2000
Tina Tunney Tina Tunney's Atlas Capital Advisors LLC Experience November 2014 - Present
Job Club Lacrosse Operations and Administration
Industry Sports
Experience
Atlas Capital Advisors LLC November 2014 - Present
SF Wildcats February 2005 - Present
LaxdIn August 2012 - December 2014
Skills
Social Media, Event Planning, Public Speaking, Event Management, Sports, Sports Marketing, Strategic Planning, Fundraising, Social Networking, Leadership, Microsoft Office, Nonprofits, Coaching
Education
Stanford University 1984 — 1988
Bachelor of Science (BS), Biology, General
Atlas Capital Advisors LLC November 2014 - Present
SF Wildcats February 2005 - Present
LaxdIn August 2012 - December 2014
Skills
Social Media, Event Planning, Public Speaking, Event Management, Sports, Sports Marketing, Strategic Planning, Fundraising, Social Networking, Leadership, Microsoft Office, Nonprofits, Coaching
Education
Stanford University 1984 — 1988
Bachelor of Science (BS), Biology, General
Albert J. Gutierrez's Atlas Capital Advisors LLC Experience August 2010 - Present
Job Partner at Atlas Capital Advisors LLC
Industry Investment Management
Experience
Atlas Capital Advisors LLC August 2010 - Present
AJG Consulting February 2008 - August 2010
SCM Advisors LLC April 2002 - February 2008
American General April 2000 - November 2001
Conseco January 1988 - March 2000
Kidder Peabody July 1983 - December 1987
Skills
Investments, Portfolio Management, Hedge Funds, Fixed Income, Investment Advisory, Capital Markets, Financial Advisory, Equity Research, Equities, Asset Allocation, Investment Management, Due Diligence, Finance, ABS, Loans, Trading, Insurance, Mutual Funds, Bonds, Management, High Yield, Wealth Management..., Asset Managment, Credit, Bloomberg, Alternative Investments, Structured Finance, Analysis
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance
Atlas Capital Advisors LLC August 2010 - Present
AJG Consulting February 2008 - August 2010
SCM Advisors LLC April 2002 - February 2008
American General April 2000 - November 2001
Conseco January 1988 - March 2000
Kidder Peabody July 1983 - December 1987
Skills
Investments, Portfolio Management, Hedge Funds, Fixed Income, Investment Advisory, Capital Markets, Financial Advisory, Equity Research, Equities, Asset Allocation, Investment Management, Due Diligence, Finance, ABS, Loans, Trading, Insurance, Mutual Funds, Bonds, Management, High Yield, Wealth Management..., Asset Managment, Credit, Bloomberg, Alternative Investments, Structured Finance, Analysis
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance
Surya Narayanan Surya Narayanan's Atlas Capital Advisors LLC Experience March 2014 - June 2014
Job Undergraduate at Stanford University
Industry Venture Capital & Private Equity
Experience
Omidyar Technology Ventures July 2015 - September 2015
Edelweiss Capital June 2014 - August 2014
Atlas Capital Advisors LLC March 2014 - June 2014
Fresh.Design October 2013 - June 2014
Bombay college of pharmacy January 2012 - September 2013
Reliance Life Sciences June 2013 - July 2013
Skills
Analysis, Market Research, Entrepreneurship, Social Media Marketing, Business Strategy, Start-ups, Research, Forecasting, Management, Venture Capital
Education
Stanford University 2013 — 2017
Bachelor of Arts (B.A.) Economics, Bachelor of Science (B.S.) Mathematics
Dhirubhai Ambani International School 2008 — 2013
44/45
Omidyar Technology Ventures July 2015 - September 2015
Edelweiss Capital June 2014 - August 2014
Atlas Capital Advisors LLC March 2014 - June 2014
Fresh.Design October 2013 - June 2014
Bombay college of pharmacy January 2012 - September 2013
Reliance Life Sciences June 2013 - July 2013
Skills
Analysis, Market Research, Entrepreneurship, Social Media Marketing, Business Strategy, Start-ups, Research, Forecasting, Management, Venture Capital
Education
Stanford University 2013 — 2017
Bachelor of Arts (B.A.) Economics, Bachelor of Science (B.S.) Mathematics
Dhirubhai Ambani International School 2008 — 2013
44/45
William (Buddy) Wartell William (Buddy) Wartell's Atlas Capital Advisors LLC Experience April 2012 - August 2013
Job Financial Planning & Analysis Intern at Lyft
Industry Financial Services
Experience
Lyft May 2015 - Present
Alpha Epsilon Pi April 2014 - Present
Jmp Securities Llc May 2014 - August 2014
Atlas Capital Advisors LLC April 2012 - August 2013
Congregation Emanu-El September 2008 - May 2012
Skills
Microsoft Excel, Research, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Finance, General
The Branson School 2008 — 2012
Lyft May 2015 - Present
Alpha Epsilon Pi April 2014 - Present
Jmp Securities Llc May 2014 - August 2014
Atlas Capital Advisors LLC April 2012 - August 2013
Congregation Emanu-El September 2008 - May 2012
Skills
Microsoft Excel, Research, Social Media
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Finance, General
The Branson School 2008 — 2012
Jono Tunney's Atlas Capital Advisors LLC Experience January 2005 - Present
Job Managing Member at Atlas Capital Advisors LLC
Industry Investment Management
Experience
Atlas Risk Advisory Ltd January 2010 - Present
Atlas Capital Advisors LLC January 2005 - Present
TBM Ventures LLC 2005 - Present
Hewlett-Packard 1995 - 2006
HP 1995 - 2006
Skills
Chartered Financial...
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
Stanford University 1986 — 1990
BA, Economics
Bellarmine College Preparatory
Atlas Risk Advisory Ltd January 2010 - Present
Atlas Capital Advisors LLC January 2005 - Present
TBM Ventures LLC 2005 - Present
Hewlett-Packard 1995 - 2006
HP 1995 - 2006
Skills
Chartered Financial...
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
Stanford University 1986 — 1990
BA, Economics
Bellarmine College Preparatory
Brian Schimaneck's Atlas Capital Advisors LLC Experience March 2011 - August 2011
Job Sales Development Representative at Guardian Analytics
Industry Computer Software
Experience
Guardian Analytics September 2014 - Present
Wells Fargo March 2013 - April 2014
AGLA September 2012 - March 2013
The Guardian Life Insurance Company of America August 2011 - July 2012
Atlas Capital Advisors LLC March 2011 - August 2011
Dryden, Margoles, Schimaneck & Wertz December 2006 - March 2011
Skills
Microsoft Excel, PowerPoint, Leadership, Account Management, Zoho, Microsoft Office, Microsoft Word, Finance, Insurance, Banking, Sales, Marketing, Business Development, Strategic Planning, Customer Service, Employee Benefits, Negotiation, Risk Management, Contract Negotiation, Salesforce.com, Event Planning, Data Analysis, Public Speaking, Series 63, Outlook, Social Media Marketing, Fundraising, Social Media
Education
University of San Francisco 2009 — 2010
BA, Politics
Guardian Analytics September 2014 - Present
Wells Fargo March 2013 - April 2014
AGLA September 2012 - March 2013
The Guardian Life Insurance Company of America August 2011 - July 2012
Atlas Capital Advisors LLC March 2011 - August 2011
Dryden, Margoles, Schimaneck & Wertz December 2006 - March 2011
Skills
Microsoft Excel, PowerPoint, Leadership, Account Management, Zoho, Microsoft Office, Microsoft Word, Finance, Insurance, Banking, Sales, Marketing, Business Development, Strategic Planning, Customer Service, Employee Benefits, Negotiation, Risk Management, Contract Negotiation, Salesforce.com, Event Planning, Data Analysis, Public Speaking, Series 63, Outlook, Social Media Marketing, Fundraising, Social Media
Education
University of San Francisco 2009 — 2010
BA, Politics
David Cai's Atlas Capital Advisors LLC Experience October 2012 - January 2013
Job Quantitative Analyst at Strategic Global Advisors, LLC
Industry Investment Management
Experience
Strategic Global Advisors, LLC February 2015 - Present
Henning & Carey Trading December 2013 - February 2015
TransMarket Group, L.L.C. May 2013 - November 2013
Atlas Capital Advisors LLC October 2012 - January 2013
Patton Investments February 2011 - July 2011
Capital Management Club LLC September 2010 - May 2011
Skills
C++, Matlab, VBA, Algorithms, Equity Trading, Cointegration, Stochastic Processes, Time Series Analysis, Portfolio Optimization, Options Strategies, Stochastic Calculus, Fundamental Analysis, Commodity Markets, Monte Carlo Simulation, Bloomberg, Trading Strategies, Statistical Modeling, Quantitative Analytics, Econometrics, Options, Trading, Quantitative Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
MFE, Financial Engineering
University of Wisconsin-Madison 2007 — 2011
BBA, Finance and Applied Math
Strategic Global Advisors, LLC February 2015 - Present
Henning & Carey Trading December 2013 - February 2015
TransMarket Group, L.L.C. May 2013 - November 2013
Atlas Capital Advisors LLC October 2012 - January 2013
Patton Investments February 2011 - July 2011
Capital Management Club LLC September 2010 - May 2011
Skills
C++, Matlab, VBA, Algorithms, Equity Trading, Cointegration, Stochastic Processes, Time Series Analysis, Portfolio Optimization, Options Strategies, Stochastic Calculus, Fundamental Analysis, Commodity Markets, Monte Carlo Simulation, Bloomberg, Trading Strategies, Statistical Modeling, Quantitative Analytics, Econometrics, Options, Trading, Quantitative Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2013
MFE, Financial Engineering
University of Wisconsin-Madison 2007 — 2011
BBA, Finance and Applied Math
gregg fledderman's Atlas Capital Advisors LLC Experience November 2009 - August 2010
Job Financial Advisor at MassMutual Oregon
Industry Investment Management
Experience
MassMutual Oregon April 2013 - Present
Self-Employed February 2012 - March 2013
AXA Advisors, LLC September 2011 - February 2012
Self-Employed August 2010 - August 2011
Atlas Capital Advisors, LLC November 2009 - August 2010
Alamo Capital 2008 - January 2009
Charles Schwab February 1991 - November 2006
Skills
Investments, Securities, Equities, Options, Stocks, Asset, Financial Risk, Series 7, Series 63, Mutual Funds
Education
San Francisco Art Institute 1973 — 1979
B.F.A., Visual Art
Linfield College 1971 — 1973
History, Sociology, Political Science
MassMutual Oregon April 2013 - Present
Self-Employed February 2012 - March 2013
AXA Advisors, LLC September 2011 - February 2012
Self-Employed August 2010 - August 2011
Atlas Capital Advisors, LLC November 2009 - August 2010
Alamo Capital 2008 - January 2009
Charles Schwab February 1991 - November 2006
Skills
Investments, Securities, Equities, Options, Stocks, Asset, Financial Risk, Series 7, Series 63, Mutual Funds
Education
San Francisco Art Institute 1973 — 1979
B.F.A., Visual Art
Linfield College 1971 — 1973
History, Sociology, Political Science
Ekaterina Larionova's Atlas Capital Advisors LLC Experience February 2013 - Present
Job Financial Analyst at Atlas Capital Advisors LLC
Industry Financial Services
Experience
Atlas Capital Advisors LLC February 2013 - Present
Atlas Risk Advisory Ltd February 2013 - Present
Richemont August 2012 - January 2013
Fordham University October 2011 - May 2012
Crisalix May 2010 - August 2011
Danone May 2008 - September 2008
Skills
Microsoft Office..., R (Econometric), SAP, Coremetrics Analytics, CRM, Analysis, Data Analysis, Market Research, Finance, Start-ups, Negotiation, Strategic Partnerships, Cloud Computing, Financial Modeling, Corporate Finance, Business Strategy, Financial Analysis, Business Planning, English, Management Consulting, Project Management, Entrepreneurship
Education
Fordham University 2011 — 2012
Master's degree, Economics
European University 2008 — 2011
BBA, International Business, Finance
Atlas Capital Advisors LLC February 2013 - Present
Atlas Risk Advisory Ltd February 2013 - Present
Richemont August 2012 - January 2013
Fordham University October 2011 - May 2012
Crisalix May 2010 - August 2011
Danone May 2008 - September 2008
Skills
Microsoft Office..., R (Econometric), SAP, Coremetrics Analytics, CRM, Analysis, Data Analysis, Market Research, Finance, Start-ups, Negotiation, Strategic Partnerships, Cloud Computing, Financial Modeling, Corporate Finance, Business Strategy, Financial Analysis, Business Planning, English, Management Consulting, Project Management, Entrepreneurship
Education
Fordham University 2011 — 2012
Master's degree, Economics
European University 2008 — 2011
BBA, International Business, Finance