Wrap Programs

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.

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.

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.

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.