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.
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 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 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 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
