Chris Rolf

Altrius Capital Management, Inc. (Altrius) is an independent registered investment advisor headquartered in New Bern, North Carolina. The firm was founded by James M. Russo in 1997. Altrius provides privately managed portfolios and financial planning services for industry professionals and private clients.

Part of NFP Holdings LLC, Lenox Advisors, Inc. is a financial advisory company based in New York, NY. Book. The CEOs are Salim Admon, Paul Ferrante, Paul Karlitz, Brian Large. Lenox Advisors is driven by the notion of what is best for their clients and builds custom solutions that integrate the financial needs of emerging affluent and other individuals with high net-worth, their families, and corporate clients. As their clients' advocate, they take the time to deeply understand their goals and values, informing their dynamic strategies to help protect and preserve their wealth. The company was founded in 1999 by Gregory K. Large, Rick van Benschoten, Michael A.

Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.