Altair Advisers LLC
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 "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
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
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
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
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
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
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
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
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
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
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
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