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Albany

Barnaby Bullard

CFP®

Senior Wealth Advisor

Atrium Dr 3
Albany, NY 12205

Barnaby Bullard

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Barnaby Bullard

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • MSBA – Master of Science in Business Analytics

About Barnaby

Barnaby specializes in financial planning for individuals and business entities and leads the financial counseling program for independent schools. Barnaby joined Atlas in 2019 and brought with him more than twenty years of experience in the financial planning industry.

Barnaby is an avid outdoorsman and private pilot. He enjoys spending his free time exploring the Northeast by seaplane. He is an active volunteer in the community, serving as chairman of the Albany High Flyers Chapter of Ducks Unlimited and as a council member on the Albany Academies Alumni Association Board.

Education and Career Milestones

  • University of Rochester – Bachelor’s Degree in Economics
  • Simon School of Business – Certificate in Management Studies (specifically, in Accounting and Finance)
  • San Diego State University – Master’s Degree in Business Administration with a concentration in Financial Planning
  • Has also held a financial services role for Bullard, McLeod & Associates, Inc.
  • Served with distinction as a commissioned officer in the US Navy
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