2500 Westchester Avenue, Suite 210

Purchase, NY 10577

P: 877-780-0074 

F: 914-251-0344

info@altiumwealth.com

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© 2019 ALTIUM WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.

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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®
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INVESTMENT & WEALTH STRATEGIES 

Brennian Antell, CIMA®
Director, Wealth Planning
Besart Beluli
Associate Portfolio Manager
Tyler Bisack
Wealth Planning Analyst
Paul Bucci
Head of Fixed Income
Michael Buonassisi, CFA
Vice President, Portfolio Management
Mike Cirone
Portfolio Operations
Anthony Croce, CFP®
Wealth Strategist
Dylan Curran
Wealth Planning Analyst
Mitch Janoff
Wealth Planning
Adam Nalewajek
Director, Wealth Planning
Matthew Narel
Wealth Planning Analyst
Conor Ryan, CFA, CFP®
Director, Portfolio Management
David Siegel
Manager, Wealth Planning
Greg Slater, CFA, CFP®, CIPM®
Chief Investment Officer
Jeffrey Wu
Vice President, Investments & Portfolio Operations
Yin You
Portfolio Operations
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STRATEGIC RELATIONSHIPS

Maria Bronzi
Director, Business Development & Strategic Alliances
Jean Marie Connolly
Director, Client Relations & Development
David Diehl
Jonathan Esposito
Advisor
Geoff Garfield
Advisor
Peter Marengo
Advisor
Charles Paksi
Director
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CLIENT RELATIONS & SERVICE

Lauren Coale
Vice President, Client Service
Andrea Contreras
Manager, Client Relations
Anna Decina
Client Service
Orlando Gomez
Client Service
Gorden Hiltz
Client Service
Shameka Miller
Client Service
Antonio Mormile
Client Service
Diane Petrocelli
Vice President, Client Service
Susana Valenzuela
Client Relations
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FIRM OPERATIONS

Maria Basil
Manager, Business Operations
Kathy Burdett
Manager, Strategic Initiatives
Danielle Mordaga
Business Operations
Robert Sypher
Chief Compliance Officer & Head of Business Operations
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