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Greg Slater
Chef för investeringar på
Altium Wealth Management LLC
Profil
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.
Aktiva positioner av Greg Slater
| Företag | Position | Start |
|---|---|---|
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. | Chef för investeringar | 2014-02-01 |
Tidigare kända positioner av Greg Slater
| Företag | Position | Slut |
|---|---|---|
Collins Stewart LLC
 Collins Stewart LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2010-04-30 |
CJS Securities, Inc.
 CJS Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2006-05-30 |
Rodman & Renshaw LLC (Old)
 Rodman & Renshaw LLC (Old) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Greg Slaters utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
83
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
