Our Team

The Atrium Financial Group is composed of giving individuals committed to lifelong learning, who are role models at home, at work, and in their communities.

We work with coachable clients who share our values. Our Team specializes in creating financial freedom through multi-generational estate planning and income distribution strategies.

Our comprehensive, tax-efficient approach to finance integrates traditional financial planning with cutting edge behavioral finance.

The Atrium Financial Group is also proud to offer financial planning by and for women. Our practice includes three women who have earned the CERTIFIED FINANCIAL PLANNER™ professional designation, something that sets us apart.

Our interdependence allows us to remain committed to our clients, families, and community, giving us an unparalleled work life balance.

 

William J. Newman , CFP®, CLU®, ChFC®, CASL®, RICP®

Private Wealth Advisor

Office 518-977-4377


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Jeremiah J Mackey , CFP®, CLU®, ChFC®, CASL®, AEP®

Private Wealth Advisor

Fax 518-977-4377


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Kyle M Simmons , CFP®

Private Wealth Advisor

Office 518-977-4377


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Sherry Finkel Murphy , CFP®, ChFC®, RICP®

Private Wealth Advisor

Mobile 516-770-3419


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Julia Pitkin Shantz , CFP®, CAP®, RICP®, ChSNC®, MBA

Private Wealth Advisor

Mobile 703-505-7731


Office 518-977-4377


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Elizabeth L Newman , CFP®

Chief of Staff

Fax 518-977-4377


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Amanda S Zitwer

Director of Marketing

Office 518-977-4377


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Victoria K Amyot

Director of Investment Operations and Services

Office 518-977-4377


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Shannon M Hammond

Director of Planning Services

Office 518-977-4377


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Danielle P Bondi

Investment Analyst

Office 518-977-4377


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Rebecka Kelley

Client Service Associate

Office 518-977-4377


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Sasha Kassoff

Planning Assistant

Office 518-977-4377


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Crystal Cook

Administrative Assistant

Office 518-977-4377


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Sarah Keenan

Lead Advisor Support Associate

Office 518-977-4377


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