CEO/Private Wealth Manager
For more than 20 years, Spiros Vassilakos has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. Spiros takes "The Human Element" approach taking his clients through how behavioral management can provide them in taking their emotions and biases out of investment decision making. This has helped Spiros and his clients personalize and deepen human connections at scale when it comes to making financial decision. Spiros true focus is on helping his clients understand the cognitive and emotional biases to help pursue his clients' greatest objectives with simplicity, transparency and a disciplined process to measure their progress.
His guidance is tailored to support his clients' current lifestyle, retirement income needs and legacy goals, while making them feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.
At Athenian Private Client Group our clients entrust us with so much more than managing clients’ assets. We are entrusted with taking care of Wives, Husbands, Partners, Moms, Dads, Grandparents, Sisters, Brothers, Daughters, Sons, Families and Friends. Yes, it’s important to have a strategic investment philosophy and provide cutting edge asset management, tax planning and estate planning, but to us it’s so much more.
Before starting his independent financial services practice, he had gained extensive financial experience working for international firms that includes; JP Morgan Chase, Citigroup and PNC Wealth Management.
Spiros offers investment advisory services through Csenge Advisory Group LLC an SEC Registered Investment Advisor, he also holds a Life, Health & Variable Insurance License in the state of Florida. Spiros has successfully completed the required courses and has received a certificate from Fairleigh Dickinson University in Financial Planning and preparing for the Certified Financial Planning Certification Examination.
Spiros graduated from New York Institute of Technology with a Bachelor’s of Science in Political Science and has completed 30 Credits that is required in pursuant for a Masters in Political Science at C.W. Post / Long Island University. Spiros is fluent in Greek and Spanish.
Spiros is an active member of many charitable organizations, a proud member of the National Elks Association, Leadership Tampa Bay Class of 2018 and a Volunteer Board Member with the American Cancer Society of Tampa. Spiros enjoys making an impact in his community by bringing awareness in the many charitable organizations through his associations in the Tampa area and his town in Holiday, Florida where he lives with his wife Vicky and two children.