THE ALTIUM TEAM
MANAGING DIRECTORS
Mitchell Brill
JD, MSFS, CFP®, CAP®Anthony DeStefano
Jim Dowling
MSFS, CFP®, CLU®, ChFC®, CAP®Jim Giangrande
CFP®Todd Levy
CFP®Jeffrey Perlmutter
CLU®, ChFC®Scott Tasch
CFP®, CLU®, ChFC®Show More
INVESTMENT & WEALTH STRATEGIES
Brennian Antell, CIMA®
Director, Wealth PlanningBesart Beluli
Associate Portfolio ManagerTyler Bisack
Wealth Planning AnalystPaul Bucci
Head of Fixed IncomeMichael Buonassisi, CFA
Vice President, Portfolio ManagementMike Cirone
Portfolio OperationsAnthony Croce, CFP®
Wealth StrategistDylan Curran
Wealth Planning AnalystMitch Janoff
Wealth PlanningAdam Nalewajek
Director, Wealth PlanningMatthew Narel
Wealth Planning AnalystConor Ryan, CFA, CFP®
Director, Portfolio ManagementDavid Siegel
Manager, Wealth PlanningGreg Slater, CFA, CFP®, CIPM®
Chief Investment OfficerJeffrey Wu
Vice President, Investments & Portfolio OperationsYin You
Portfolio OperationsShow More
STRATEGIC RELATIONSHIPS
Maria Bronzi
Director, Business Development & Strategic AlliancesJean Marie Connolly
Director, Client Relations & DevelopmentDavid Diehl
Jonathan Esposito
AdvisorGeoff Garfield
AdvisorPeter Marengo
AdvisorCharles Paksi
DirectorJonathan Riddle
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CLIENT RELATIONS & SERVICE
Lauren Coale
Vice President, Client ServiceAndrea Contreras
Manager, Client RelationsAnna Decina
Client ServiceOrlando Gomez
Client ServiceGorden Hiltz
Client ServiceShameka Miller
Client ServiceAntonio Mormile
Client ServiceDiane Petrocelli
Vice President, Client ServiceSusana Valenzuela
Client RelationsShow More
FIRM OPERATIONS
Maria Basil
Manager, Business OperationsKathy Burdett
Manager, Strategic InitiativesJennifer Goodhue
Danielle Mordaga
Business OperationsRobert Sypher
Chief Compliance Officer & Head of Business OperationsShow More