Our Team
tobias Heaslip
Founder & CEO
15+ years of investment banking, hedge fund and technology experience. Specialist in alternative asset management and private markets. Alumni of Goldman Sachs, Morgan Stanley, Och-Ziff, and Barclays. Husband, Father, F1 Fanatic.
Shival Bajpay
Chief Investment Officer
Over a decade of experience across investment banking, private equity and asset management. Specialist in public equities, real estate and technology investing. Alumni of Capital Group, Parker Infrastructure and Barclays.
Natalia Madera, AAMS
Private Client Services Manager
I’ve been in the financial services industry for almost 15 years. I’ve worked at a Large Broker/Dealers, small boutique RIA’s and most recently at a Fintech start up. During my free time I enjoy trying out new recipes for my family, playing with my 2 dogs or working on DIY Home Improvement Projects.
josh perlmutter
Director of Wealth Advisory
Josh is the Director of Wealth Advisory at Atlas. He brings a decade of wealth management experience serving high net worth families, private business owners, corporate executives, family offices, and foundations. His focus is directed toward investment expertise and exceptional client service. Away from the office, you may find Josh enjoying time outdoors with his dog, traveling, and spending time with friends and family.
Cody terrion
VP, Wealth Advisory
Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC), Cody Terrion has nearly a decade of experience helping high-net-worth clients navigate wealth management. Formerly at Merrill Lynch, he is known for his tech-forward approach and expertise in financial planning, delivering strategies to optimize wealth growth, tax efficiency, and legacy planning. Cody's passion for building long-term relationships ensures each client's financial journey is expertly guided and personalized. He understands clients' goals on a personal level, fostering confidence in every decision.
Jason Nees
Director of Business Development
Jason Nees is a strategic business development leader with deep experience in investor relations, portfolio management, and high-net-worth client engagement. Currently serving as Director of Business Development at Atlas Financial, Jason focuses on cultivating relationships with ultra-high-net-worth individuals and designing personalized wealth strategies that align with their long-term goals. Prior to joining Atlas, Jason held dual roles at Pantheon Investments, serving as both Portfolio Manager and Investor Relations lead. Jason remains actively engaged in community service through Autism Speaks and Operation Breakthrough.
Afton Smead
Senior Operations Specialist
Afton brings over 25 years of experience in financial operations. Her early exposure to the industry began at 15 when she worked as a broker assistant during summers in high school. Throughout her career, Afton has held roles at prominent broker-dealers including Morgan Stanley (formerly Salomon Smith Barney), UBS Financial Services, and a private wealth firm managing $4 billion in assets under management (AUM). Most recently, she contributed her expertise at a fintech startup, where she was responsible for building operational processes, training new hires, and managing termination accounts and inherited assets. Afton is an avid sports fan who travels the country to watch the Washington Huskies play football and softball. She also enjoys traveling, soaking up the sunshine, and playing golf.