Jerry Bonnabeau

As the Chief Growth Officer at Atlas Point, Jerry strives to help Financial Professionals improve their client relationships. Prior to Atlas Point, Jerry gained valuable experience as the National Sales Manager and Head of Relationship Management at Edelman Financial Engines and as the Head of Sales for RobustWealth. He has over 25 years of financial services background including stints in Defined Contribution, Trust & Wealth Management, and commercial banking. He holds an MBA from Babson College and a BA from the University at Albany. Jerry lives outside of Boston, MA, and enjoys boating, camping and other outdoor activities with his wife and three sons.

My Financial Virtues profile taught me that as a Blue Bull, I value deep and collaborative relationships with financial professionals but need to avoid letting my need to explore all the options get in the way of making timely decisions.