United Capital was bought by Goldman Sachs.

Andrew was named CEO of PRI, which transitioned to PRI Investing to better reflect its new focus on personal finance.

Andrew created Atlantic Private Wealth as a registered investment advisor.   

Under Andrew’s continued leadership and direction, PRI Investing was successfully acquired by United Capital.

Josef launched the Pension Research Institute (PRI) to bring academic-level research to the financial markets.

Josef Blass became a professor at Bowling Green State University after earning his Ph.D. in Mathematics from the University of Michigan in 1970. Here, he directed the actuarial program and assisted in key letter rulings for the IRS. Eventually, his
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Our name, Atlantic Private Wealth, is meaningful in several ways. First, it pays homage to the pioneering spirit of our founder’s father, Josef, who immigrated across the Atlantic Ocean from Poland to the U.S. in 1968. It’s also inspired, in
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