Ategenos Capital
At AC Wealth Partners, we understand that the landscape of wealth management is changing. And navigating this shift requires more than just a platform—it requires a partner dedicated to your success. At AC Wealth Partners, our organization is designed to support both Advisors and Clients by offering access to a comprehensive platform, a range of wealth solutions, and a culture that both respects and supports the Advisor and Client relationship. AC Wealth Partners is truly differentiated by its particular focus on the Advisor and Client relationship. At the end of the day, it’s about doing the right thing, the right way, with trust and respect for our Advisor partners and the Clients they serve. 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.
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Verified contacts
18
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- CC
Carrie Connolly
Director of Client Experience · Customer/Client Service
EmailPhone - JC
Jeff Crosten
Director, Investment Operations · Operations
EmailPhone - MM
Michael Mitch Kerr
Senior Portfolio Manager · Finance & Accounting
EmailPhone - GM
Gina Marie Vanore
Wealth Consultant · Sales & Business Development
EmailPhone - BM
Brendan McConnell
Chief Operating Officer · Other
EmailPhone - JM
Jason Moore
Chief Executive Officer · Other
EmailPhone - JC
John Coyne
Chairman · General Business & Management
EmailPhone - MA
Matthew A. Shaw
Head of Investment Solutions · Finance & Accounting
EmailPhone - JL
Jeff Lefevre
Financial Controller · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Ategenos Capital
12 distinct titles indexed · top 10 shown.
- 3co-chief investment officer
- 2chairman
- 2wealth consultant
- 1chief executive officer
- 1chief operating officer
- 1director of client experience
- 1director, investment operations
- 1director, senior wealth consultant
- 1financial controller
- 1head of investment solutions
- +2more titles
Sign up to unlock all 18 contacts at Ategenos Capital
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