Atlas
Josh Perlmutter currently serves as the Founding Advisor and Director of Wealth Advisory at Atlas since January 2024. Prior to this role, Josh held positions at Lido Advisors, LLC, where responsibilities included Vice President and Wealth Advisor from January 2021 to January 2024. Earlier experience includes serving as a Senior Operations Analyst at GeoWealth from February 2020 to January 2021, a Client Relationship Specialist at Cresset from April 2018 to February 2020, and a Client Relationship Manager at Stifel Financial Corp. from August 2016 to March 2018. Josh Perlmutter earned a Bachelor's Degree in Economics from Northwestern University.
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Atlas
Atlas is a life-enhancement company. We combine human and artificial intelligence to help you become the best version of yourself—starting with your money. Atlas allows users to invest in professionally managed portfolios, which we call ‘Themes’. Themes are groups of stocks that have been intensely researched by Atlas’ team of professional analysts. They are organized by secular trends that our Analysts believe will provide alpha-generating performance over the long term. Examples include; Sports and Entertainment, Young Money (FinTech), Sustainability and ESG, Future of Work, and Recession Ready. Atlas offers world-class investment management for the 99%.