Providing investment management services to major broker/dealers and investment advisory firms.

Atalanta Sosnoff is honored to have been selected to provide our Large Cap Equity and Large Cap Balanced separately managed account products to a number of premier broker/dealer and registered investment advisor firms. Our highly experienced marketing team strives to provide superior client service to our financial advisors.

TB - Bio

Ted Bellis
Managing Director, National Sales and Marketing
Mr. Bellis joined Atalanta Sosnoff in 1996. After working in a variety of roles at the firm, Mr. Bellis was named Managing Director, National Sales and Marketing in April 2012. Prior to joining Atalanta, Mr. Bellis worked at The Cowan Financial Group in New York City. Mr. Bellis has a B.A. from Yale University, a diploma in Literature from Trinity College, Dublin, Ireland and a Financial Planning Certificate from New York University.
tb@atalantasosnoff.com | 212-867-5000

Donn Goodman - bio

Donn M. Goodman
Senior Vice President
Mr. Goodman joined Atalanta Sosnoff in January 1998 as a Senior Vice President, Marketing. Prior to joining Atalanta Sosnoff, he was Founder and President of Newport Evaluation Services, Inc., an investment management consulting organization providing consulting services to fiduciaries and plan sponsors. Mr. Goodman earned his B.S. from Ohio University in 1980.
dmg@atalantasosnoff.com | 216-896-9552

Mort - bio

Morton A. Millhauser
Senior Vice President
Mr. Millhauser joined Atalanta Sosnoff in 2000 as a Vice President, Marketing. He was formerly a Senior Vice President and Managing Director for AFA Financial, an asset management firm that specialized in high dividend yielding securities and held positions with Systematic Financial Management and Eagle Asset Management. Prior to relocating to Florida, he was a Vice President at both Chase Manhattan Bank and Citicorp. Mr. Millhauser is a graduate of Pennsylvania State University and earned an M.B.A. in Finance from New York University.
mam@atalantasosnoff.com | 954-753-3549

Kamani - bio

Kamani Kuala’au
Senior Vice President
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.
kbk@atalantasosnoff.com | 760-944-0303

Steve Gesing - bio

Steve Gesing
Senior Vice President
Mr. Gesing joined Atalanta Sosnoff in May 2012 as Senior Vice President, Marketing. He serves as Atalanta’s Representative in the North East territory, based in Boston. Mr. Gesing has a wealth of experience in managed money sales and investment consulting services. This experience encompasses previous work as a broker for E.F.Hutton, as the NE Divisional Director/VP for Smith Barney’s consulting services, as an Executive VP/Director for the Consulting Group, as well as stints with managed money firms Boston Safe Advisors, MFS Investment Management and Emerson Investment Management. Most recently, Mr. Gesing served as a Director for UBS Financial Services, where he managed the NE Investment Solutions Division.
sng@atalantasosnoff.com | 212-878-7569

Over the years, we have developed a number of value added marketing pieces, which we offer in a compilation packet entitled Talking to Clients About Investing. Many advisors have found this booklet to be a handy resource during client meetings.

If you would like to receive a copy simply input your email address in the box below and click submit.

talking to clients