Ahmet Atamer

Ahmet Atamer has over 35 years of experience in investment management, design and trading. Ahmet graduated from the University of Tennessee with Bachelor’s degree in Economics. He spent a large part of his career overseas and is well versed in Global Portfolio Management. His career began at Merrill Lynch in Boston and after two years he transferred to Europe, where his responsibility was assisting Merrill Lynch in expanding their business relationships in Turkey. He was trained at London’s Merrill Lynch Bank for Portfolio Management and was responsible for advising banks in Turkey on strategic international investments and oversaw trading and portfolio management for clients. Additionally during this time, Ahmet advised ultrahigh net worth investors, asset managers and corporations.

In 1992, Ahmet expanded his role and worked on the Fixed Income/Derivatives desk in London and Geneva, Switzerland trading securities, designing portfolios and structured products, based on client needs and interests using macro and micro economic modules for Lehman Brothers. After the sale of Lehman Brother’s European branches to Prudential, he accepted a role in Geneva, Switzerland where he co-managed a trading desk in Switzerland that provided investment services to Institutions, Asset Managers, Banks and High Net Worth Investors. Prior to returning to the states, Ahmet accept a position as Senior Investment Manager for a leading global bank where he managed all the assets coming from the United Arab Emirates.

Since returning to Massachusetts, Ahmet has concentrated on Private Wealth Management for individual investors and retirement plans for companies. His experience extends beyond global portfolio management to portfolio design, financial planning and corporate retirement planning. For business owners, Ahmet provides customized and cost effective 401k plans. He works with several 401k plans in the design, maintenance and management of the plans with regular reviews and mutual fund modifications. Moreover, for employees and individual clients, Ahmet presents tailored portfolios based on individual investment interests and leverages his global perspective and experience. He is passionate about delivering clients greater confidence in retirement by focusing on cash flow strategies and goals based investments for long term growth.

Ahmet speaks English, Turkish and French fluently. Outside of work, he spends most of his time with his wife, Lale and his two grown children and their families. They enjoy traveling internationally and spending time outdoors skiing and swimming.