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Michael P. Athanas
Michael P. Athanas, CIMA®
Senior Vice President - Wealth Management
Senior Investment Management Consultant
The Pinnacle
3455 Peachtree Rd NE, Ste 1400
Atlanta, GA 30326
tel: 404-842-2308
toll free: 800-241-4277
fax: 404-842-2393
Email Me
Welcome Associations Education Experience Services
Welcome

In today’s complex world where financial advice has been commoditized, it is important for you to ascertain whether the consultant and firm you are working with has the capabilities and resources to support your needs.

Not all Financial Advisors are Certified Investment Management AnalystSMs (CIMA).  The Financial Services Industry recognizes the CIMA® designation as the highest standard in consulting experience. It represents credibility, integrity, and most importantly, knowledge. To explore the value added of working with an Investment Management Consultant who reflects the highest level of professionalism, financial experience and the backing of a global banks resources, please contact me.

Associations
  • IMCA Investment Management Consultants Association
  • ACG Association for Corporate Growth
  • Florida Retail Federation - Chairman's Circle Member
Education and Licensing
  • Certified Investment Management AnalystSM Designation, 2003
    University of Pennsylvania
    Wharton School of Business
  • Senior Investment Management Consultant Designation, 2008
    Smith Barney
  • BS - Finance, 1986
    Ithaca College
    Ithaca, NY
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
Business Experience
  • 2008 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Senior Investment Management Consultant
    Atlanta, GA
  • 1998 - 2008: Bear Stearns & Co., Inc.
    Atlanta, GA
  • 1995 - 1998: Oppenheimer & Co.,
    Director of Investments
    Atlanta, GA
  • 1987 - 1994: Lehman Brothers
    Vice President
    Boston, MA
Services
  • Asset Management
  • Wealth Management
  • Endowments and Foundations
  • Corporations
  • Family Consulting
  • Corporate Pension Funds
  • Alternative Investments
  • Lending Services
  • Stock Option Plans
  • Executive Financial Services
  • Professional Portfolio Management
Bulletin Board
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • For the latest Global Investment Committee meeting report, please click on the Special Reports link on the left and choose Global Investment Committee: Summary of Monthly Committee Meeting.
Michael P. Athanas is licensed in the following state(s): AL, FL, GA, KS, KY, MI, MS, NY, PA, SC, TN, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

On the Markets (pdf)
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