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.
Heather Molloy
VP, Wealth Advisory
With over 30 years in finance, I help business owners and professionals navigate their financial lives through tailored planning and investment strategies. I’m dedicated to empowering women facing unique challenges and fostering a supportive community for them. Outside of work, I enjoy family time in Round Hill, Virginia, and serve on the Board of A Place to Be, promoting music therapy.
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.