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Michael C

Series 63, Series 66

New York, NY

Atlantis Asset Management, LLC

Michael Cohn is a financial advisor at Atlantis Asset Management, LLC with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Atlantis Asset Management since 2005. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm offers discretionary portfolio management using a combination of macro, fundamental, technical, and cycle analysis, and is notable for employing derivatives to reduce volatility within separately managed accounts.

Options & derivatives strategies Active portfolio management Concentrated stock management
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John C

Series 63, Series 65

New York, NY

Atlantis Asset Management, LLC

John Connolly is a financial advisor at Atlantis Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2008 and 2009, respectively. Outside of his advisory role, he is a broker for a health care insurance firm, receiving annual renewal compensation. Atlantis Asset Management is a small, fee-based SEC-registered investment adviser serving individuals, trusts, estates, pension, and business clients. The firm provides discretionary portfolio management utilizing a combination of macro, fundamental, technical, and cycle analysis, and is noted for its use of derivatives primarily as risk-management tools to reduce volatility.

Options & derivatives strategies Active portfolio management Concentrated stock management
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Duncan B

Series 63, Series 65

New York, NY

Atlantis Asset Management, LLC

Duncan Burke is a financial advisor at Atlantis Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at Westminster Securities for seven years. Atlantis Asset Management is a fee-based registered investment adviser serving individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm specializes in discretionary portfolio management with an emphasis on large-cap equity strategies and the use of derivatives to manage risk within separately managed accounts.

Options & derivatives strategies Active portfolio management Concentrated stock management
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