Jonathan (Jono) Tunney, founded Atlas Capital in 2003 and led its development to $1 billion in client assets. He also developed the multi-factor equity strategy utilized in client portfolios. His prior experience includes responsibility for worldwide currency risk management and more than $100 billion in annual foreign exchange transactions as Director of Foreign Exchange for Hewlett Packard. He holds a BA in Economics and Political Science from Stanford University, an MBA in Finance from the Anderson School at UCLA, and the Chartered Financial Analyst designation.
Ken Frier, Chief Investment Officer, has over 30 years of experience as an institutional investor, having been Chief Investment Officer of The Walt Disney Company, Hewlett-Packard Company, Stanford Management Company and the UAW Retiree Medical Benefits Trust. He currently serves as a member of the Investment Advisory Group of the Alaska Permanent Fund, is Co-Chair of the Trustee Advisory Group of AIF Global and a member of the Programming Advisory Council for the CFA Institute of San Francisco. Ken holds a BS in Mathematical Science with honors from the University of North Carolina, Chapel Hill, a MBA from the Stanford Graduate School of Business, and the Chartered Financial Analyst designation.
Leslie has 15 years of experience in finance, strategy, and operations for financial services firms and large corporations. She has been the COO of Meridian Financial LLC, a San Francisco-based multi-family office. She holds an MBA in finance from the Anderson School at UCLA and a BA in economics from UC Santa Barbara.
Kate has over 20 years of experience in investor relations and fundraising for investment managers. Prior to joining Atlas Capital Advisors Inc., she was a Managing Director at Farallon Capital Management, L.L.C. She began her career with Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) in the Private Fund Group. She received her BA from Bucknell University.