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®
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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 Analyst
Anthony 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 Management
Jeffrey 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
David Diehl
Vice President,
Advisor
Jonathan Esposito
Vice President,
Advisor
Geoff Garfield
Advisor
Mitch Janoff
Senior Vice President,
Advisor
Peter Marengo
Advisor
Charles Paksi
Director,
Strategic Development
Jonathan Riddle
Director,
Advisor
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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
Shameka Miller
Client Service & Relations
Antonio Mormile
New Business Analyst
Diane Petrocelli
Senior Vice President,
Head of Client Service & Relations
Donna Tumillo
Client Service & Relations
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BUSINESS OPERATIONS

Maria Basil
Chief of Staff
Kathy Burdett
Associate Vice President,
Head of Strategic Initiatives
Robert Sypher
Chief Compliance Officer,
Head of Business Operations
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2500 Westchester Avenue, Suite 210

Purchase, NY 10577

P: 877-780-0074 

F: 914-251-0344

info@altiumwealth.com

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© 2020 ALTIUM WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.

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