Altium Wealth Management, LLC

Description

Address: 2500 Westchester Ave #210, Purchase, NY 10577 Phone: (877) 780-0074: : : Hours: : : Website: : Category: Place name: Website: https://www.altiumwealth.com/ Category: Financial consultant 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Altium Wealth Management, LLC Posting publicly on the Web Write a review Reviews Be the first to review

Altium Wealth Management, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Altium Wealth Management, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Altium Wealth Management, LLC Salaries. You can even request information on how much does Altium Wealth Management, LLC pay if you want to. Learn about salaries, pros and cons of working for Altium Wealth Management, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

15 Altium Wealth Management, LLC employees in database. Find out everything there's to know about Altium Wealth Management, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Altium Wealth Management, LLC Employees

Employee
Years
Job
Industry
Matthew Dennis Matthew Dennis Greater New York City Area Details
Matthew Dennis's Altium Wealth Management, LLC Experience March 2015 - Present
Job Business Development / Altium Alliance
Industry Financial Services
Experience
Altium Wealth Management, LLC   March 2015 - Present
Charter Oak Financial Group   June 2009 - Present

Skills
Sales, Management, Social Media, Microsoft Excel, Social Media Marketing, Event Planning, Marketing, Investments, Finance, Financial Analysis

Education
Marist College   2002 — 2008
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services

James Giangrande, CFP® James Giangrande, CFP® Greater New York City Area Details
James Giangrande, CFP®'s Altium Wealth Management, LLC Experience October 2010 - Present
Job Managing DirectorPartner Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC   October 2010 - Present
Opus Advisory Group  February 2006 - September 2010
Strategies for Wealth  May 1992 - February 2006

Education
University of Maryland - Robert H. Smith School of Business   1986 — 1990

Stepinac High School

White Plains High School

Greg Slater, CFA, CFP ® Greg Slater, CFA, CFP ® Greater New York City Area Details
Greg Slater, CFA, CFP ®'s Altium Wealth Management, LLC Experience February 2014 - Present
Job Portfolio Manager at Altium Wealth Management, LLC
Industry Investment Management
Experience
Altium Wealth Management, LLC   February 2014 - Present
Opus Advisory Group  2010 - January 2014
Collins Stewart  October 2008 - April 2010
Rodman and Renshaw  2007 - 2008
Rochdale Investment Management  2004 - 2006
Prudential Securities  2000 - 2004

Skills
Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, Retirement

Education
Fairfield University   1996 — 2000
BS, Finance, Accounting, Economics

Archbishop Stepinac HS   1993 — 1996

Marc Fischer Marc Fischer Westport, Connecticut Details
Marc Fischer's Altium Wealth Management, LLC Experience October 2010 - July 2011
Job Owner Pinkwater Consulting, Inc.
Industry Management Consulting
Experience
Edgehill Endowment Partners   April 2014 - Present
HealthFleet, Inc.   October 2012 - October 2013
Altium Wealth Management, LLC   October 2010 - July 2011
Opus Advisory Group and Cambium Group   December 2002 - September 2010
Greenwich Technology Partners  September 1998 - September 2002

Skills
Vendor Management, Strategic Planning, Strategy, Management, Customer Service, Marketing Strategy, Business Development, CRM, Entrepreneurship, Program Management, Salesforce.com, Wealth Management, Integration, Investments, Telecommunications, Marketing, Training, Networking, Operations Management, Human Resources, Start-ups, Consulting, Enterprise Software, Management Consulting, Executive Management, Contract Negotiation

Education
Syracuse University   1982 — 1984
BS, Psychology, History, English

Vanessa Nardella Vanessa Nardella Greater New York City Area Details
Vanessa Nardella's Altium Wealth Management, LLC Experience November 2006 - May 2011
Job Office Manager
Industry Commercial Real Estate
Experience
Criterion Real Estate Capital   March 2014 - Present
Allianz Global Investors  May 2013 - October 2013
BlueMountain Capital Management  May 2011 - November 2012
Altium Wealth Management, LLC   November 2006 - May 2011

Skills
PeopleSoft, Human Resources, Microsoft Office, Outlook, Lotus Notes, Microsoft Excel, Microsoft Word, Strategic Planning, Life Insurance, Licensed to Sell..., NYS Notary Public, Insurance, Bloomberg, Hedge Funds, Investments, Onboarding, PowerPoint, Financial Services, Taleo, Applicant Tracking..., Payroll, Accounting, Accounts Payable, Concur, Office Management, Expense Reports, Travel Arrangements, Calendaring, Calendars, Office Administration

Education
Pace University   2002 — 2011
Master of Business Administration (MBA), Business Management

Pace University - Lubin School of Business
Master of Business Administration (M.B.A.)

Chris Wolff Chris Wolff Greater New York City Area Details
Chris Wolff's Altium Wealth Management, LLC Experience June 2011 - March 2015
Job Personal and Business Financial Services
Industry Financial Services
Experience
Charter Oak Insurance and Financial Services  March 2015 - Present
Altium Wealth Management, LLC   June 2011 - March 2015
Erik Olsen Financial   June 2006 - June 2011
Banc of America Securities  2000 - 2003
Cowen   1997 - 2000
Thomson Financial  1994 - 1997

Education
Georgetown University
BS, Finance & International Business

Rye Garnets

Mitchell Brill, JD, MSFS, CFP, CAP, CExP Mitchell Brill, JD, MSFS, CFP, CAP, CExP Greater New York City Area Details
Mitchell Brill, JD, MSFS, CFP, CAP, CExP's Altium Wealth Management, LLC Experience October 2010 - Present
Job Managing Director at Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC   October 2010 - Present
Elite Strategic Partners, LLC.   January 2000 - October 2010
Bankers Conseco Life Insurance Company  January 1996 - June 2000
New York County District Attorney's Office  August 1989 - January 1995

Education
Brooklyn Law School   1986 — 1989
JD, Law

Muhlenberg College   1982 — 1986
BA, Political Science / B usiness

Clarkstown High School North   1978 — 1982

Anna Decina Anna Decina Greater New York City Area Details
Anna Decina's Altium Wealth Management, LLC Experience March 2003 - Present
Job Client Relations at Altium Wealth Management
Industry Financial Services
Experience
Altium Wealth Management, LLC   March 2003 - Present
Prudential Relocation  1988 - 2002

Skills
Management, Customer Service, Strategic Planning, Wealth Management, Retirement Planning, Microsoft Office, Microsoft Excel, Vendor Management

Education
Pace University-Pleasantville/Briarcliff Campus

Nat Prentice, CFA, CAP® Nat Prentice, CFA, CAP® Greater New York City Area Details
Nat Prentice, CFA, CAP®'s Altium Wealth Management, LLC Experience June 2012 - Present
Job Member, Association of Financial Educators
Industry Financial Services
Experience
Altium Wealth Management, LLC   June 2012 - Present
Oppenheimer & Co. Inc.   May 2008 - June 2012
M&T Bank  May 2005 - May 2008
Alex. Brown & Sons   1975 - 1999

Skills
Mutual Funds, Investment Advisory, Retirement Planning, Fixed Income, Alternative Investments, Equities, Asset Managment, Investment Management, Bonds, Valuation, Strategic Financial..., Asset Management, Financial Advisory, Capital Markets, Finance, Wealth Management..., Estate Planning, Venture Capital, Bloomberg, Life Insurance, Hedge Funds, Philanthropic Planning

Education
Trinity College-Hartford   1965 — 1969
BA, Government

St. Paul's School   1959 — 1965

Robert Sypher Robert Sypher Greater New York City Area Details
Robert Sypher's Altium Wealth Management, LLC Experience March 2011 - Present
Job VP of Business Operations at Altium Wealth Management, LLC
Industry Real Estate
Experience
Altium Wealth Management, LLC   March 2011 - Present
Calvary Asset Management   August 2008 - February 2011
The Winter Group  September 2002 - July 2008
Credit Suisse First Boston  1999 - 2002
Donaldson, Lufkin & Jenrette   1993 - 2000

Skills
Mortgage Lending, Property Management, Investments, Fixed Income, Financial Analysis, Securities, Valuation, Financial Services

Education
Iona College   1989 — 1993
BBA, Finance

Gabrielle Attra Gabrielle Attra Purchase, New York Details
Gabrielle Attra's Altium Wealth Management, LLC Experience March 2014 - February 2015
Job Marketing Coordinator at Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC   March 2014 - February 2015
Altium Wealth Management, LLC   March 2013 - March 2014
State Street Global Advisors  May 2011 - January 2013
State Street Global Advisors  June 2010 - August 2010
Worcester Art Museum  January 2010 - May 2010
White Light Advertising   June 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Fixed Income, Mutual Funds, Outlook

Education
Fairfield University   2013 — 2015
Masters of Arts, Communication

Assumption College   2007 — 2011
Bachelor of Arts (B.A.), Organizational Communication

Brennian Antell Brennian Antell Greater New York City Area Details
Brennian Antell's Altium Wealth Management, LLC Experience October 2010 - Present
Job VP of Portfolio Operations at Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC   October 2010 - Present
Opus Advisory Group  July 2009 - October 2010
SEI  September 2006 - June 2009
SEI  October 2004 - September 2006

Skills
Wealth Management, Portfolio Management, Excel, Word, Customer Relations

Education
Drexel University   2000 — 2004
Bachelors, Finance

Northeastern University   1999 — 2000

Benjamin Silver Benjamin Silver Greater New York City Area Details
Benjamin Silver's Altium Wealth Management, LLC Experience May 2012 - August 2012
Job Research Project Manager at Guidepoint Global
Industry Market Research
Experience
Guidepoint Global  August 2014 - Present
Guidepoint Global  August 2013 - August 2014
Altium Wealth Management, LLC   May 2012 - August 2012
Publicis Modem  May 2010 - August 2010

Skills
Data Analysis, Strategy, Retirement Planning, Analytics, Wealth Management, Research, Financial Modeling, Statistics, Equities, Valuation, Stata, Quantitative Analytics, Fashion Buying, Market Research, Economics, Finance, Consulting, Management, Social Media, Analysis, Public Speaking

Education
Colgate University   2009 — 2013
Bachelor of Arts (B.A.), Economics

New Rochelle High School   2005 — 2009

Jim Dowling MSFS, CFP, CLU, ChFC, CASL Jim Dowling MSFS, CFP, CLU, ChFC, CASL Greater New York City Area Details
Jim Dowling MSFS, CFP, CLU, ChFC, CASL's Altium Wealth Management, LLC Experience October 2010 - Present
Job Managing Director at Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC   October 2010 - Present
Opus Advisory Group, LLC   2002 - 2010
Commonwealth Financial Group  2001 - 2002

Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, Strategic Financial...

Education
The American College   2008 — 2010
Masters Degree, Financial Services

College of the Holy Cross   1997 — 2001
Bachelor's Degree, Economics, Music

John Jay High School   1993 — 1997