THE ALTIUM TEAM
MANAGING DIRECTORS
Mitch Brill
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 ManagementJeffrey 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
AdvisorMitch Janoff
Senior Vice President,Advisor
Peter Marengo
AdvisorCharles 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 & 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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