Altium - Meet the Team

Meet the Team

Seasoned, multi-disciplinary professionals that care.

President and Chief Executive Officer

Portfolio Manager

Lead Client Advisor

Wealth Management

Senior Director, Compliance & Legal Affairs

Chief Compliance Officer

Senior Wealth Manager

Wealth Management

Portfolio Manager

Investment Management

Client Advisor

Wealth Management

Associate

Wealth Management

Senior analyst

Investment Management

Senior Portfolio Administrator

Operational Platform

Assistant

Wealth Management

Portfolio Administrator

Operational Platform

Consultant

Investment Committee

Altium Ambassador

Consultant, Finance & Training

Consultant

Health and Fitness Coach

We offer discreet, personal consultations & introductions with clients & business partners—online and in person.