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Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Meet Our Advisors

Vladi Krubich is one of the Managing Principals and Founders of Atlas PWA. Vladi has served the needs of individuals, families and business owners since 2000.

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Tony Mayo is one of the Managing Principals and Founders of Atlas Private Wealth Advisors. Tony has served the needs of individuals, families and business owners since 2002.

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Lena Cazabat is a financial advisor and director of client service with Atlas PWA. Since June 2011, Lena has served as the firm’s client service director and in this capacity she assists with many of the day-to-day operations 

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Samudra P. Raychaudhuri is a financial advisor with Atlas Private Wealth Advisors. In the industry since 2008, Sam's focus is on getting to know his clients on a personal level so that he can do the best job for them on a professional...

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Travis Dauchy is a financial advisor with Atlas Private Wealth Advisors. Travis has served the needs of individuals, families, business owners and executive teams since 2000. A CFP® practitioner he has helped clients with...

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Sandi is a financial advisor with Atlas Private Wealth Advisors.  Sandi helps her clients simplify their financial lives by working together so that they can better understand, streamline and optimize their financial resources.

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Meet Our Staff

Donna Cohen

Office Manager

732-242-4001

732-242-4055

Donna Cohen has served as the operations manager since May 2011, assisting the firm with many of the day-to-day operations.

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Kimberly McDaniels

Client Service Associate

732-242-4001

732-242-4055

Kim McDaniels joined Atlas PWA in December, 2017 as a client services associate. She has 25+ years of customer service experience in the financial industry, with most of that time spent working at the New York Stock Exchange. Kim holds...

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Maureen Butler

Client Service Associate

732-242-4001

732-242-4055

Maureen is a client service associate with Atlas Private Wealth Advisors. Maureen joined Atlas PWA in 2018. In her current role Maureen provides all aspects of client servicing including assisting advisors with implementing various...

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Debbie Wilkinson

Administrative Assistant

732-242-4001

732-242-4055

Debbie has over 25 years’ experience in the financial industry with much of that time spent with The Depository Trust and Clearing Corporation (DTCC) in New York where she held various positions in Corporate Communications,...

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Meet Our Affiliates

Avinash (Raj) Deshpande is the Founder and Chairman of “The Capital Legacy, LLC” and has provided sound financial planning for clients since 1978. Raj emigrated from Bombay, India to the United States in 1969 with the goal...

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Caplan Capital Management, Inc. was founded by Jonathan D. Caplan, a financial industry veteran with over three decades of experience. Formerly a Wall Street executive at major investment banks, Jonathan's entrepreneurial spirit...

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