Atlas Capital Advisors

Atlas Capital Advisors

Atlas Capital Advisors began in 2003 when Jonathan Tunney, a former Hewlett-Packard foreign exchange director, formalized the evidence-based investing discipline he had adopted from the Fama-French research. The firm has since concentrated on serving technology entrepreneurs, engineers, executives, and family offices from its San Francisco and Jackson, Wyoming offices. Its client base extends beyond the US, drawing on a team whose senior investment staff moved through the treasury offices and pension pools of major institutions. The firm implements quantitative, multi-factor equity strategies directly — no outsourced sub-advisory layers. Its investment committee, led by CIO Ken Frier, overlays macroeconomic risk signals to adjust allocation exposures. Frier's prior posts included CIO roles at The Walt Disney Company, Hewlett-Packard, and Stanford Management Company. The team also includes Albert Gutierrez, whose career covered research, trading, and asset-management leadership at Conseco and American General, and Daniel Krebs, a former TPG Growth and Bain Capital investor who structures alternative and private-market exposures for Atlas clients. The firm publicly states it advises on over $1 billion in client assets (per firm website). Its leadership group blends institutional treasury, pension, and family-office experience: COO Leslie Krampert joined from a San Francisco multi-family office; Kate Gorman previously directed investor relations at Farallon Capital. Atlas maintains a fee-only, fiduciary posture and develops portfolio allocations around client-specific tax, liquidity, and values constraints while publishing macroeconomic commentary through CFO Ken Frier's monthly market outlook. Atlas operates as a registered investment advisor whose portfolio architecture is shaped by the academic factor literature rather than a generalist wealth-management playbook. The firm's small partnership structure concentrates investment oversight in a group of former institutional CIOs and operating-company treasurers — a governance stack more commonly associated with an outsourced CIO engagement than an RIA. That team designs and runs the allocation processes end-to-end, including any private-market sleeves sourced through the partners' network.