Ategenos Capital
Company

Ategenos Capital

Financial Services 1000 Chesterbrook Blvd 17 employees
Employees
17
Contacts
3
Emails
3
Phones
3

Ategenos Capital Overview

Headquarters
1000 Chesterbrook Blvd
Industry
Financial Services
Employees
17
Founded
2022
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Ategenos Capital

Founded in 2022 by industry veterans, Ategenos is an independent and objective investment advisory partner providing solutions and concierge-level service for advisors and their investors. Ategenos is focused on providing personalized support to advisors so they can spend more time with their clients. The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. All research and other information provided on this website has been prepared for informational purposes only and the Adviser assumes no liability or responsibility for any errors or omissions in the content of this website or any linked website. Ategenos is an investment adviser registered with the SEC. SEC registration does not imply any specific level of training or skill.

Ategenos Capital Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
3
75.0% coverage

Ategenos Capital Org Chart

Sample employees and titles
Name Title Contact
Carrie Connolly Director of Client Experience
Email Phone
Michael “Mitch” Kerr, Cfa Senior Portfolio Manager
Email Phone
Matthew A. Shaw, Cfa Head of Investment Solutions; Head of Marketing
View
Todd Mitchell Senior Wealth Consultant
Email Phone

Employees by Management Level

VP / Head 1 profile
Director 1 profile
Manager 1 profile
Senior / Lead 1 profile

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