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Greg Slater
Directeur en chef des Investissements chez
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.
Postes actifs de Greg Slater
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/02/2014 |
Anciens postes connus de Greg Slater
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Greg Slater
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
