Founding Advisor, Director Of Wealth Advisory
Current
Jan 2024 - Present
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Josh Perlmutter Email & Phone Number
Founding Advisor, Director of Wealth Advisory @ Atlas | Modernizing Wealth Management with Bespoke Solutions beyond the 60/40 Portfolio
at
Atlas
1 work email found
@lidoadvisors.com
1 phone found area 847
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founding Advisor, Director of Wealth Advisory @ Atlas | Modernizing Wealth Management with Bespoke Solutions beyond the 60/40 Portfolio
Location
Greater Chicago Area, United States, United States
Who is Josh Perlmutter? Overview
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Quick answer
Josh Perlmutter is listed as Founding Advisor, Director of Wealth Advisory @ Atlas | Modernizing Wealth Management with Bespoke Solutions beyond the 60/40 Portfolio at Atlas, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at lidoadvisors.com, phone signal with area code 847, and a matched LinkedIn profile for Josh Perlmutter.
Josh Perlmutter previously worked as Founding Advisor, Director of Wealth Advisory at Atlas and Vice President, Wealth Advisor at Lido Advisors, Llc. Josh Perlmutter holds Bachelor'S Degree, Economics from Northwestern University.
Company email context
Email format at Atlas
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{first_initial}{last}@lidoadvisors.com
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AeroLeads found 1 current-domain work email signal for Josh Perlmutter. Compare company email patterns before reaching out.
Profile bio
About Josh Perlmutter
As the Director of Wealth Advisory at Atlas Private Client, I specialize in creating bespoke investment strategies and customized portfolios for high-net-worth individuals and business owners. With a solid financial and tax planning background, I excel at helping clients maximize their wealth and achieve their long-term financial goals. Let's discuss how I can help you build a secure financial future.Schedule a meeting with me here: https://calendly.com/josh-atlasprivateclient/30-minute-meeting.
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 6 others.
Current workplace
Josh Perlmutter's current company
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7 roles
Josh Perlmutter work experience
A career timeline built from the work history available for this profile.
Vice President, Wealth Advisor
Feb 2023 - Jan 2024
Wealth Advisor
Jan 2021 - Feb 2023
Senior Operations Analyst
Feb 2020 - Jan 2021
Client Relationship Specialist
Apr 2018 - Feb 2020
Client Relationship Manager - Stifel
Aug 2016 - Mar 2018
Operations Associate
Aug 2015 - Dec 2015
1 education record
Josh Perlmutter education
FAQ
Frequently asked questions about Josh Perlmutter
Quick answers generated from the profile data available on this page.
What company does Josh Perlmutter work for?
Josh Perlmutter works for Atlas.
What is Josh Perlmutter's role at Atlas?
Josh Perlmutter is listed as Founding Advisor, Director of Wealth Advisory @ Atlas | Modernizing Wealth Management with Bespoke Solutions beyond the 60/40 Portfolio at Atlas.
What is Josh Perlmutter's email address?
AeroLeads has found 1 work email signal at @lidoadvisors.com for Josh Perlmutter at Atlas.
What is Josh Perlmutter's phone number?
AeroLeads has found 1 phone signal(s) with area code 847 for Josh Perlmutter at Atlas.
Where is Josh Perlmutter based?
Josh Perlmutter is based in Greater Chicago Area, United States, United States while working with Atlas.
What companies has Josh Perlmutter worked for?
Josh Perlmutter has worked for Atlas, Lido Advisors, Llc, Geowealth, Cresset, and Stifel Financial Corp..
How can I contact Josh Perlmutter?
You can use AeroLeads to view verified contact signals for Josh Perlmutter at Atlas, including work email, phone, and LinkedIn data when available.
What schools did Josh Perlmutter attend?
Josh Perlmutter holds Bachelor'S Degree, Economics from Northwestern University.
What skills is Josh Perlmutter known for?
Josh Perlmutter is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Powerpoint, Social Media, Microsoft Excel, and Social Networking.
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