Michael Hickey and Donald Carman are latterly of Albany Financial Planners, where they spent the past 30 years. Atlas manages approximately $1 billion in client assets and offers wealth management, financial planning, investment management and tax services across the US.

Hickey will serve as executive vice president, a member of the Atlas investment committee and managing director of the Albany office. He has over 30 years of wealth counseling experience, particularly with clients who have received sudden wealth from an inheritance, legal settlement, lottery winnings or sale of a substantial asset, for example.

Meanwhile, Carman will serve as senior vice president and director of tax and financial planning. He has around 30 years of experience in tax preparation services for individuals, small businesses, estates and trusts. Carman specializes in retirement plan allocations, long-term care costs and education funding needs.  

Atlas Private Wealth Management has 25 employees - 10 of whom are financial planners – and about $1 billion in client assets. The firm recently signed three succession agreements to provide succession planning for advisors and their clients. Besides Albany, the firm also has an office in Williamstown, MA.