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Purchase, NY 10577

P: 877-780-0074 

F: 914-251-0344

info@altiumwealth.com

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Altium Wealth Managing Director & Investment Advisor Earn Philanthropic Designations

March 1, 2014

​​Altium Wealth Management is proud to announce that Managing Director James Dowling and Senior Associate Nathaniel Prentice have earned the Chartered Advisor in Philanthropy® (CAP®) professional designation.

 

The CAP® provides professionals in the nonprofit and financial services fields with extensive knowledge of charitable giving technique and strategy, charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled-income funds and charitable gift annuities. 

 

Mr. Dowling and Mr. Prentice received their designations from the Richard. D. Irwin Graduate School of The American College in Bryn Mawr, Pennsylvania after completion of rigorous coursework and examination.  ​

 

 

More than 800 individuals have been awarded the CAP® designation since its inception in 2003.

 

Managing Director Mitch Brill said: “A significant portion of our clientele is philanthropically motivated. This designation is evidence of their commitment to serving their clients in the most effective way possible. As a firm, we are pleased to add their expertise to our service offerings.”

 

 

 

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