Lissa McNaughton, Senior Vice President and Director of Retirement Services at Atlas Private Wealth Management, has been elected to the Board of Directors at the New York Capital Region Hispanic Chamber of Commerce. McNaughton is an experienced financial advisor with more than thirty years of experience in the financial services industry.
As a Senior Vice President, she is responsible for client services and providing comprehensive financial advice to individuals and small businesses. Her essential focus is to assist clients with their investments, retirements, cashflow, and education funding.
Prior to joining Atlas, Lissa spent seven years with BST Wealth Management, LLC as a wealth advisor providing comprehensive financial planning and investment services. During her twenty-three years at Ayco, a Goldman Sachs Company, Lissa held a variety of client-facing positions, along with an array of other roles, including management, operations, marketing, and client service. Lissa has spoken extensively on the topics of retirement and financial planning. She, her husband and three children live in Albany.