Atlas Capital Advisors Inc.

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 at Atlas Capital Advisors Inc. with 25 years of industry experience. He holds a Series 63 designation and has worked at Arcadia Securities, Boyden, and Skiritai Capital LLC. Since 2020, he has also served as Managing Partner at Boyden, an executive search firm in Sausalito, CA. Atlas Capital Advisors is an independent wealth manager providing discretionary portfolio management and family office services to individuals, family offices, pensions, trusts, and corporate entities. The firm employs evidence-driven, total-portfolio asset allocation strategies using a range of instruments and manages approximately $1.05 billion in assets across about 158 client relationships.

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 four years of industry experience. He has worked at Atlas Capital Advisors Inc. since 2021 and previously was employed at Secor Asset Management from 2017 to 2021. Atlas Capital Advisors is an independent wealth manager that provides discretionary portfolio management and family office services to individuals, family offices, pensions, trusts, and other entities. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis to manage tax-aware portfolios with regular monitoring and rebalancing.

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 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Atlas Capital Advisors in 2021, he worked at Delta Investment Management, LLC and BCW Securities LLC. Outside of his advisory role, he serves as president and board member of Solari Estate Vineyards, a winery in Calistoga, California. Atlas Capital Advisors is an independent wealth manager that provides discretionary portfolio management and family office services to individuals, family offices, pensions, trusts, and other entities. The firm employs evidence-driven methods and a mix of fundamental, technical, and quantitative analysis to manage tax-aware portfolios, typically with a $1,000,000 minimum, across a compact client base.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Atlas Capital Advisors in 2021, Leslie worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and other entities with discretionary portfolio management and family office services. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis, managing tax-aware portfolios with a focus on total-portfolio asset allocation.