Altair Advisers LLC

Description

Address: 303 W Madison St # 600, Chicago, IL 60606 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (312) 429-3000: Place name: : : : : : Category: Website: Website: https://www.altairadvisers.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Saturdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Saturdays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Altair Advisers Posting publicly on the Web Write a review Reviews Be the first to review From Altair Advisers Unable to add this file. Please check that it is a valid photo. "Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an...More "Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives."

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Altair Advisers LLC Employees

Employee
Years
Job
Industry
Brett Benjamin Brett Benjamin Kansas City, Missouri Area Details
Brett Benjamin's Altair Advisers LLC Experience September 2007 - May 2008
Job Associate Client Portfolio Strategist at Ivy Funds
Industry Investment Management
Experience
Ivy Funds  January 2015 - Present
Ivy Funds  May 2011 - December 2014
J.P. Morgan Asset Management   July 2008 - September 2010
Altair Advisers LLC   September 2007 - May 2008
Northern Trust Global Investments  April 2005 - August 2007

Skills
Series 7, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Managment, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Private Equity, Investment Strategies, Financial Services, Securities

Education
Tulane University - A.B. Freeman School of Business   1999 — 2003
Bachelor of Science (B.S.), Finance

The Pembroke Hill School   1986 — 1999

Tom Meilinger Tom Meilinger Greater Chicago Area Details
Tom Meilinger's Altair Advisers LLC Experience May 2015 - Present
Job Wealth Management Leader | Sales Executive | Business Consultant | Sales Coach | Investment Advisor | Foundation Exec
Industry Financial Services
Experience
Altair Advisers LLC   May 2015 - Present
Altair Advisers  2015 - 2015
BMO Harris Private Banking  February 2011 - December 2014
BMO Private Bank  February 2011 - December 2014
Vogel Consulting LLC   April 2002 - February 2011
Jacobus Wealth Management   January 1996 - April 2002
Wisconsin Foundation for Independent Colleges  December 1989 - April 1996
Donald A. Campbell Company   June 1987 - December 1989
Viterbo University  May 1981 - June 1987

Skills
Strategic Consulting, Management Consulting, Higher Education..., Higher Education..., Sales Management, Sales Operations, Sales Process, Investment Management, Investment Advisory, Wealth Management, Wealth Management..., Multi-generational..., Presentation Coaching, Media Relations, Public Speaking, Investments, Banking, Financial Analysis, Leadership, Microsoft Office, Asset Management, Portfolio Management, Business Development, Relationship Building, Sales, Finance, Management

Education
Ohio University   1976 — 1979
Master's Degree, International Relations and Affairs

Allie Beechick Allie Beechick Greater Chicago Area Details
Allie Beechick's Altair Advisers LLC Experience January 2015 - Present
Job Client Operations Analyst at Altair Advisers LLC
Industry Investment Management
Experience
Altair Advisers LLC   January 2015 - Present
Hamilton Partners, Inc.   January 2011 - April 2013
Hamilton Partners, Inc.   June 2009 - January 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, HTML, Budgets

Education
Augustana College   2004 — 2008
Bachelor of Arts (B.A.), Psychology

Geoff Strotman Geoff Strotman Greater Chicago Area Details
Geoff Strotman's Altair Advisers LLC Experience June 2003 - October 2005
Job Director of Manager Research at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group  June 2014 - Present
DiMeo Schneider & Associates  January 2010 - May 2014
DiMeo Schneider & Associates  November 2005 - January 2010
Altair Advisers LLC   June 2003 - October 2005
Disabato Associates, LLC   March 2002 - June 2003
Northern Trust  June 1994 - March 2002

Skills
Due Diligence, Investments, Fixed Income, Asset Allocation, Valuation, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Morningstar, Asset Managment, Data Analysis, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Investment Management, Fund Of Funds, Morningstar Direct

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA, Finance, Economics and International Business

University of Notre Dame   1990 — 1994
BBA, Accounting

Loyola Academy   1986 — 1990

Mary, Seat of Wisdom   1978 — 1986

Richard K. Black, JD, CFP® Richard K. Black, JD, CFP® Greater Chicago Area Details
Richard K. Black, JD, CFP®'s Altair Advisers LLC Experience June 2002 - Present
Job CoFounder and Managing Director, Altair Advisers LLC
Industry Investment Management
Experience
Altair Advisers LLC   June 2002 - Present
Arthur Andersen  May 1997 - May 2002
Performance Analytics  1995 - 1997
The Boston Company  1993 - 1995
Continental Bank NA  1988 - 1993

Skills
Wealth Management, Strategic Financial..., Risk Management, Investments, Asset Managment

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1988 — 1992
Juris Doctor, Law

Kenyon College   1982 — 1986
AB, Political Science/International Relations

Jacob Convicer Jacob Convicer Greater Boston Area Details
Jacob Convicer's Altair Advisers LLC Experience June 2008 - September 2008
Job Senior Business Analyst at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  February 2011 - Present
JP Morgan Chase  October 2010 - April 2011
JP Morgan Chase  July 2010 - October 2010
State Street Corporation  June 2009 - June 2010
Kellogg School of Management  September 2006 - January 2009
Altair Advisers LLC   June 2008 - September 2008
State Street Bank  June 2007 - September 2007

Education
Northwestern University   2005 — 2009
BA, Economics

Brent Soller, CFP® Brent Soller, CFP® Columbus, Ohio Area Details
Brent Soller, CFP®'s Altair Advisers LLC Experience 2006 - 2009
Job Institutional Client Advisor at PNC Institutional Investments
Industry Investment Management
Experience
PNC Institutional Asset Management  April 2011 - Present
Fisher College of Business  September 2009 - June 2011
Lancaster Pollard  July 2010 - September 2010
Altair Advisers, LLC  2006 - 2009
Huron Consulting Group  July 2003 - March 2006

Skills
Financial Accounting, Due Diligence, Financial Modeling, Investment Management, Valuation, Financial Analysis, Corporate Finance, Risk Management, Business Valuation, Strategic Financial..., Economics, Investment Advisory, Accounting, Management Consulting, Financial Reporting, Analysis, Forecasting, Writing, Fundamental Analysis, Strategic Thinking, Portable Alpha, Competitive Analysis, Equity Research

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2011
MBA, Investment Management

Miami University   1999 — 2003
BS, Economics

Paul Courtney, CFA®, CAIA® Paul Courtney, CFA®, CAIA® Greater Chicago Area Details
Paul Courtney, CFA®, CAIA®'s Altair Advisers LLC Experience May 2006 - January 2010
Job Manager of Research at Altair Advisers
Industry Investment Management
Experience
Altair Advisers  January 2014 - Present
Altair Advisers  January 2010 - December 2013
Altair Advisers LLC   May 2006 - January 2010

Skills
CAIA, Due Diligence, Investment Management, Financial Modeling, Strategic Financial..., Equity Research, Equities, Valuation, Risk Management, Quantitative Analytics, Capital Markets, Derivatives, Private Equity, Mutual Funds, Alternative Investments, Analysis, Hedge Funds, Financial Planning

Education
University of Johannesburg   2005 — 2005
B.Com Honours, Investment Management, Cum Laude

University of Johannesburg   2002 — 2004
Bachelor of Commerce (B.Com.), Investment Management

Midrand Graduate Institute   2001 — 2001
Certificate (1st year B.Com.), Marketing Management

Donald Sorota, CFP®, CPA Donald Sorota, CFP®, CPA Greater Chicago Area Details
Donald Sorota, CFP®, CPA's Altair Advisers LLC Experience June 2002 - Present
Job CoFounder and Managing Director, Altair Advisers LLC
Industry Investment Management
Experience
Altair Advisers LLC   June 2002 - Present
Arthur Andersen  August 1996 - May 2002

Skills
Investments, Wealth Management, Strategic Financial..., Asset Managment, Risk Management, Tax, Estate Planning, Asset Management, High Net Worth..., Finance, Wealth Management..., Accounting, Alternative Investments, Private Equity, Retirement, Investment Management, Financial Planning, Management

Education
DePaul University   1992 — 1996

Anna Nichols Anna Nichols Greater Chicago Area Details
Anna Nichols's Altair Advisers LLC Experience June 2012 - Present
Job Director of Communications at Altair Advisers LLC
Industry Investment Management
Experience
Altair Advisers LLC   June 2012 - Present
Family Office Exchange  2010 - 2012
Family Office Exchange  December 2002 - August 2010
Association of the Bar of the City of New York  September 1997 - November 2000
New York City YWCA   May 1995 - August 1997

Skills
Program Management, High Net Worth..., Wealth Management, Wealth Management..., Wealth, Risk Management, Strategy, Family Office, Leadership Development, Asset Managment, Management, Marketing Strategy, Investments, Business Strategy, Leadership, Due Diligence, Financial Advisory, Financial Services, Marketing

Education
Fordham University - Graduate School of Business Administration   2000 — 2002
MBA

Guilford College   1991 — 1995
BA, History

Steven Weinstein, CFA®, CFP® Steven Weinstein, CFA®, CFP® Greater Chicago Area Details
Steven Weinstein, CFA®, CFP®'s Altair Advisers LLC Experience June 2002 - Present
Job President & Chief Investment Officer, Altair Advisers LLC
Industry Investment Management
Experience
Altair Advisers LLC   June 2002 - Present
Andersen Worldwide SC/Arthur Andersen LLP   July 1983 - May 2002

Skills
Strategic Financial..., Investments, Investment Advisory, Estate Planning, Financial Advisory, Investment Management, Alternative Investments, Retirement, Asset Allocation, Equities, Valuation, Strategy, Wealth, Asset Management, Hedge Funds, Wealth Management..., Mutual Funds, High Net Worth..., Portfolio Management, Tax, Wealth Management, Personal Financial..., Finance, Private Equity, Financial Modeling, Due Diligence, Fixed Income, Financial Planning

Education
Northwestern University School of Law   1975 — 1978
JD

Northwestern University - Kellogg School of Management   1974 — 1978
MBA, Finance

Stanford University   1970 — 1974
BA, Political Science and Communication