John C. Ogle

John C. Ogle

Chief Investment Officer bei Atlas Private Wealth Management LLC

Consumer Services
Finance

Profil

Mr. John C.
Ogle
is a Senior Vice President & Chief Investment Officer at Atlas Private Wealth Management LLC.
He is responsible for developing the growing range of services Atlas provides for clients.
He has over 30 years of experience in the financial services industry.
In the 1990s, he served as a Portfolio Manager at the Private Bank at Bank of Boston, working with individuals and families on planning and investment strategies.
In 2000, he joined The Ayco Company, L.P., a Goldman Sachs Company, as a Portfolio Manager addressing the investment and planning needs of executives of publicly held companies throughout the U.S.
He later progressed to a senior management role within Ayco’s Investment Services Group in Latham, NY, where he was responsible for the oversight of the activities of several areas of the operation.
He holds a master’s degree in business administration from the Isenberg School of Management at the University of Massachusetts, Amherst.
He is a graduate of the American Bankers Association National Trust School at Northwestern University, and received certification in securities analysis from the New York Institute of Finance.

Aktive Positionen von John C. Ogle

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Chief Investment Officer 01.08.2014
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Ausbildung von John C. Ogle

University of Massachusetts Masters Business Admin
Westfield State University Undergraduate Degree

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