Atlas
Tobias Francis Heaslip has an extensive work experience in the finance industry. Tobias Francis founded Atlas in 2021 and currently serves as the CEO and Chief Investment Officer. Prior to that, they worked at Barclays Investment Bank from 2016 to 2020, where they held the position of Director: Technology, Media & Telecom Trading. From 2015 to 2016, they worked as an Equity Trader at Och-Ziff Capital Management. Tobias Francis also gained experience as an Equity Analyst at Morgan Stanley from 2011 to 2013 and as a Summer Analyst at Goldman Sachs in 2010.
Tobias Francis Heaslip completed their education at Southern Methodist University from 2007 to 2011, where they obtained a Bachelor of Business Administration (BBA) degree. Their field of study focused on Finance and Alternative Asset Management.
In addition to their degree, Tobias has also obtained several certifications from FINRA (Financial Industry Regulatory Authority). Tobias Francis acquired the Series 55 certification in August 2011, along with the Series 63 and Series 7 certifications in the same month and year.
More recently, Tobias achieved the Series 24 certification from FINRA in July 2022.
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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%.