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.

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.

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.

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.