OUR TEAM

Bill Newell, President and Senior Financial Advisor for Atlantic Capital Management

Bill Newell, CFP, CDFA, GEPC

President and Senior Financial Advisor
Atlantic Capital Management, Inc.

Bill founded Atlantic Capital Management, Inc. in 1987 and is a Certified Financial Planner and has been a practicing financial advisor for over 25 years. A former Marine and Vietnam veteran, Bill graduated from the University of California – Santa Barbara with a degree in Business Economics and later earned a Professional Diploma in Personal Financial Planning from UCLA. He holds additional professional designations in the areas of Retirement, Estate and Divorce Planning. In addition to being insurance licensed, he holds a general securities registration and is a registered principal.

As a financial columnist his articles and opinions have been published in the Boston Business Journal, New York Times, Boston Globe, Boston Herald, Wall Street Journal, Kiplinger’s Personal Finance, USA Today and various local newspapers.

As a radio commentator, Bill has been a guest on Business Talk Radio 1030A.M, and has guest hosted "The Money Talk Show" 96.9FM.

Bill is the founder and President of the Metro West CPA / LAW Forum, which provides continuing professional education to CPAs and Attorneys. He has also contributed to the investment industry as an “Arbitrator” for the National Association of Securities Dealers (FINRA).

Bill’s local community service work has included a two-year term as Chairman of the Hopkinton Economic Development Commission. He is also a founding member and Treasurer of a non-profit veteran’s memorial Foundation providing college scholarships to needy high school graduates. He also served for two years on the Board of Directors of The Brain Injury Association of Massachusetts.

Lydia Cetera, Office Administrator

Lydia grew up in Krakow, Poland. After competing on national level in gymnastics she attended Engineering School in Krakow and later switched to Business School in Warsaw where she obtained an Associates Degree in International Business. She defected to the United States in 1977 with her daughter. She has held positions with IBM, McDonnell-Douglas-Tymnet Division, British Telecom and the Immigration and Naturalization Service. She moved to Boston to be close to her daughter who is an emergency room physician. Lydia joined the firm in June 1999.

Chris Tobey, Operations Specialist

Chris received his undergraduate degree from Providence College in 2002. While at Providence College, Chris was the captain of the Providence College Golf Team earning honors such as being selected to the First Team All-New England. In 2008, Chris received an MBA from Babson College. He holds FINRA Series 7 and Series 66 licenses. Chris joined the firm in August 2004.

Susie Neal, Business Development

Susie graduated from Northumberland University in the UK with a Batchelor’s of Arts degree in Business Administration. Her career was spent in marketing and business development for Investment Management firms in London and she moved to Boston with her young family in 2002. Susie joined Atlantic Capital Management in the spring of 2009.

Strategic Partners, Multi-Disciplinary Professionals

In an effort to provide objective financial counsel we work very closely with Accountants, Attorneys and Insurance professionals to minimize financial risks and maximize client returns. In concert with our strategic partners we seek to assist our clients in optimizing all their resources. Our Multi-Disciplinary approach to wealth management provides more efficient wealth creation, wealth preservation and wealth transfer.