Wrap Programs.

Mr. Carmody joined Atalanta Sosnoff as a Senior Vice President, Sales & Marketing for the Wrap Division in 2021. Previously, he spent the past 12 years as a Regional Vice President for Transamerica and prior to that he spent 9 years as a Vice President of Investments with Merrill Lynch in West Hartford, CT. Mr. Carmody earned his B.A. in Political Science from Holy Cross College in Worcester, MA and holds Series 7, 63, and 65 licenses and is a Chartered Retirement Planning Counselor (CRPC).
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Mr. Kuala’au joined Atalanta Sosnoff in August 2010 as a Senior Vice President for the Western Pacific Region, Hawaii, and the Western United States. Prior to joining Atalanta Sosnoff, he held positions with Bank of Hawaii’s Investment Services Group and Public Financial Management, Inc. Mr. Kuala’au holds an A.B. from Princeton University and is a graduate of the Kamehameha Schools.

Donald J. Reynolds (“DJ”) has joined Atalanta Sosnoff as a Senior Vice President, Sales & Marketing for the Wrap Division. Previously, DJ spent the past 21 years as a Regional Vice President for Transamerica. DJ earned his B.A. in Economics from the University of Michigan and holds Series 7, 63, and 52 licenses.

Mr. Cheng, Senior Vice President, Marketing and Client Services, joined Atalanta Sosnoff Capital in January of 2008 as a Client Service Associate.  His responsibilities are focused on all areas of client service for the broker sponsor – wrap business for Atalanta Sosnoff. In 2021, Mr. Cheng assumed an internal sales role within the Wrap Division.  He also worked as an equity trader with the Company for several years.  He earned a B.A. degree in Economics and Political Science from Union College.