THE ALTIUM TEAM
MANAGING DIRECTORS
Mitch Brill
JD, MSFS, CFP®, CAP®, CDFA®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
PORTFOLIO MANAGEMENT &
WEALTH STRATEGIES
Brennian Antell, CIMA®
Director,Wealth Strategist
Tyler Bisack, CFP®
Associate Vice President,Wealth Strategist
Paul Bucci
Director,Head of Fixed Income
Michael Bounassisi, CFA
Director,Wealth Strategist
Mike Cirone
Portfolio AnalystAnthony Croce, CFP®
Associate Vice President,Wealth Strategist
Dylan Curran
Vice President,Wealth Strategist
Adam Nalewajek
Director,Wealth Strategist
Conor Ryan, CFA, CFP®
Director,Wealth Strategist
David Siegel
Vice President,Wealth Strategist
Greg Slater, CFA, CFP®, CIPM®
Chief Investment Officer, Head of Portfolio ManagementConnor Tyson
Wealth StrategistJeffrey Wu
Vice President,Senior Portfolio Manager
Yin You
Associate Vice President,Portfolio Manager
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STRATEGIC DEVELOPMENT &
CLIENT ADVISORY
Maria Bronzi
Director,Strategic Alliances
Jean Marie Connolly
Director,Strategic Development
Jonathan Esposito
Vice President,Advisor
Geoff Garfield
AdvisorPeter Marengo
AdvisorCharles Paksi
Director,Strategic Development
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CLIENT SERVICE & RELATIONS
Lauren Coale
Vice President,Client Service & Relations
Andrea Contreras
Vice President,Client Service & Relations
Anna Decina
Associate Vice President,Head of Underwriting
Rachel Galione
Client Service & RelationsShameka Miller
Client Service & RelationsAntonio Mormile
New Business AnalystDiane Petrocelli
Senior Vice President,Head of Client Service & Relations
Donna Tumillo
Client Service & RelationsShow More
BUSINESS OPERATIONS
Maria Basil
Chief of StaffKathy Burdett
Associate Vice President,Head of Strategic Initiatives
Robert Sypher
Chief Compliance Officer,Head of Business Operations
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