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.

 

Chris Previti- bio
Chris Previti
Managing Director, Distribution & Marketing Wrap Program
Mr. Previti joined Atalanta Sosnoff Capital in 2021. Previously, Mr. Previti spent 13 years in various sales and management roles at Transamerica and prior to that he worked at Lincoln Financial and AXA. Mr. Previti has managed a variety of Wholesale Distribution businesses such as Mutual Funds, Annuities and 401K Plans. Mr. Previti has a B.A in Marketing from Southern Connecticut State University and is a Chartered Retirement Planning Counselor (CRPC).
cjp@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

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

Evan - bio

Evan Cheng
Senior Vice President
Mr. Cheng, Senior Vice President, Client Service, joined Atalanta Sosnoff Capital in January of 2008 as a Client Service Associate. Mr. Cheng also worked as an equity trader with the Company for several years. Since 2012, Mr. Cheng’s responsibilities are focused on all areas of client service for the broker sponsor – wrap business for Atalanta Sosnoff. He earned a B.A. degree in Economics and Political Science from Union College in 2007.
ec@atalantasosnoff.com | 212-867-5000

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