Albert Gutierrez is a CFA® charterholder with 11 years of industry experience. He has been with Atlas Capital Advisors Inc. since 2010. The firm operates as a team of five advisors based in San Francisco, CA. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate clients. The firm employs evidence-driven, total-portfolio asset allocation and utilizes a variety of instruments including equities, fixed income, ETFs, derivatives, and private alternative investments.

Gino Garcia is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with one year of industry experience. He previously worked at Meridian Financial LLC for one year. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis to manage tax-aware, discretionary portfolios with a focus on total-portfolio asset allocation.

Russell Silvestri is a financial advisor with Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 63 designation and 25 years of industry experience. He has worked at Arcadia Securities, LLC and is the managing partner of Boyden, an executive search firm in Sausalito, CA. Atlas Capital Advisors is an independent investment adviser serving individuals, families, family offices, pension plans, trusts, foundations, and institutions with discretionary wealth management, financial planning, and tax-aware portfolio management. The firm uses a combination of fundamental, technical, and quantitative analysis and employs various instruments including options and futures in separately managed accounts tailored to clients’ needs.

Jonathan Tunney is a CFA® charterholder with 18 years of industry experience. He has been with Atlas Capital Advisors LLC since 2003. In addition to his advisory role, Tunney is involved in a foreign exchange risk advisory business, Atlas Risk Advisory LLC, which assists treasury and financial teams in optimizing their FX and commodities hedging strategies. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs evidence-driven portfolio management focused on total-portfolio asset allocation and offers customized, tax-aware strategies with a range of investment instruments and specialized services.

Kenneth Frier is a CFA® charterholder with five years of industry experience. He has been with Atlas Capital Advisors Inc. since 2021 and previously worked at SECOR Asset Management from 2017 to 2021. Atlas Capital Advisors is an independent investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm provides discretionary wealth management, financial planning, and tax-aware portfolio management using fundamental, technical, and quantitative analysis, with a focus on separately managed accounts.

Daniel Krebs is a financial advisor at Atlas Capital Advisors Inc. with six years of industry experience and holds a Series 65 designation. He has worked at Atlas Capital Advisors since 2019 and concurrently serves as a part-time Managing Director at Sebastes Capital Management, a family office in San Francisco, where he assists with portfolio investment decisions. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs an evidence-driven, total-portfolio asset allocation approach and manages tax-aware portfolios using a variety of instruments, including equities, fixed income, derivatives, and alternative investments.

John Baker is a financial advisor at Atlas Capital Advisors Inc. with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Atlas Capital Advisors since 2021, with prior roles at Delta Investment Management, BCW Securities, and Violich Capital Management. Outside of advising, he serves as president and board member of Solari Estate Vineyards, a winery in California. Atlas Capital Advisors is an independent investment adviser providing discretionary wealth management, financial planning, and tax-aware portfolio management to a range of clients, including individuals, families, pension plans, and institutions. The firm employs a mix of fundamental, technical, and quantitative strategies, utilizing instruments such as options and futures, and offers separately managed accounts with tailored investment policies.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm offers discretionary wealth management and tax-aware portfolio management using a mix of fundamental, technical, and quantitative analysis across various strategies, often employing derivatives and alternative investments in separately managed accounts.