The Atrium Financial Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

The Atrium Financial Group is a financial services practice that aligns with Northwestern Mutual’s Private Client Group to provide elevated wealth management services for clients with significant means. Based in Albany, New York, the firm works with families and small business owners, emphasizing multi-generational estate planning and income distribution strategies within a comprehensive, tax-efficient financial approach that integrates traditional planning with behavioral finance insights. The team aims to support clients and their communities through coaching and stewardship, with a particular focus on financial planning for women, including professionals who hold the Certified Financial Planner designation. Led by founder William Newman with partners Michael Mennella and Jeremiah Mackey, the group has a regional footprint extending from Manhattan and Long Island to the Albany and Adirondack areas, reflecting a multi-market presence built on decades of combined experience.

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