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Greg Slater
Chief Investment Officer at
Altium Wealth Management LLC
Profile
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.
Greg Slater active positions
| Companies | 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. | Chief Investment Officer | 01/02/2014 |
Former positions of Greg Slater
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Greg Slater
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
83
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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