![Greg Slater](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Greg Slater
Chief Investment Officer bij
Altium Wealth Management LLC
Profiel
Gregory Robert Slater is currently a Partner & Chief Investment Officer at Altium Wealth Management LLC.
He previously worked as an Associate at CJS Securities, Inc. and as an Associate Analyst at Rodman & Renshaw LLC (Old).
Additionally, he served as a Research Analyst at Collins Stewart LLC from 2008 to 2010.
Mr. Slater obtained his undergraduate degree from Fairfield University in 2000.
Actieve functies van Greg Slater
| Bedrijven | Functie | Begin |
|---|---|---|
Altium Wealth Management LLC
 Altium Wealth Management LLC Investment ManagersFinance Altium combines long-term strategic asset allocation methodology with behavioral economics to maximize their client’s probability of success. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers, all in accordance with a client’s stated investment objectives. Their Investment Committee (IC) manages asset allocation decisions and is responsible for the implementation and execution of client investments. | Chief Investment Officer | 01-02-2014 |
Eerdere bekende functies van Greg Slater
| Bedrijven | Functie | Einde |
|---|---|---|
Collins Stewart LLC
 Collins Stewart LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30-04-2010 |
CJS Securities, Inc.
 CJS Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30-05-2006 |
Rodman & Renshaw LLC (Old)
 Rodman & Renshaw LLC (Old) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Opleiding van Greg Slater
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
83
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
CJS Securities, Inc.
CJS Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Rodman & Renshaw LLC (Old)
Rodman & Renshaw LLC (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fairfield University
 Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Collins Stewart LLC
Collins Stewart LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Altium Wealth Management LLC
Altium Wealth Management LLC Investment ManagersFinance Altium combines long-term strategic asset allocation methodology with behavioral economics to maximize their client’s probability of success. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers, all in accordance with a client’s stated investment objectives. Their Investment Committee (IC) manages asset allocation decisions and is responsible for the implementation and execution of client investments. | Finance |
