ALLPurchase, NYMadison, CTBoston, MA

Brennian Antell, CIMA<sup>®</sup>

Brennian Antell, CIMA®

Partner, Wealth Strategies
Michele Arsenault

Michele Arsenault

Vice President, Client Service & Relations
Kevin Barrett

Kevin Barrett

Associate Vice President, Client Service & Relations
Tyler Bisack, CFP<sup>®</sup>

Tyler Bisack, CFP®

Director, Wealth Strategies
Mitch Brill, J.D., MSFS, CFP<sup>®</sup>, CAP<sup>®</sup>, CDFA<sup>®</sup>

Mitch Brill, J.D., MSFS, CFP®, CAP®, CDFA®

Partner, Founder
Maria Bronzi

Maria Bronzi

Partner, Strategic Alliances
Paul Bucci

Paul Bucci

Partner, Head of Fixed Income
Michael Buonassisi, CFA

Michael Buonassisi, CFA

Partner, Wealth Strategies
Kathy Burdett

Kathy Burdett

Vice President, Head of Strategic Initiatives
Kristen Caseley

Kristen Caseley

Vice President, Wealth Strategies
Kimberly Clouse

Kimberly Clouse

Managing Director, Wealth Strategies
Lauren Coale, Financial Advisor

Lauren Coale, Financial Advisor

Vice President, Client Service & Relations
Jean Marie Connolly

Jean Marie Connolly

Director, Strategic Development
Matt Conroy, J.D., CFP<sup>®</sup>, AEP<sup>®</sup>

Matt Conroy, J.D., CFP®, AEP®

Managing Director, Wealth Strategies
Andrea Contreras

Andrea Contreras

Vice President, Client Service & Relations
Anthony Croce, CFP<sup>®</sup>

Anthony Croce, CFP®

Vice President, Wealth Strategies
Dylan Curran

Dylan Curran

Vice President, Wealth Strategies
Ryan Darmofal, CFA, FRM<sup>®</sup>, CPWA<sup>®</sup>

Ryan Darmofal, CFA, FRM®, CPWA®

Director, Wealth Strategies
Anna Decina

Anna Decina

Associate Vice President, Head of Underwriting
Anthony DeStefano

Anthony DeStefano

Partner, Founder
Jennifer Doman

Jennifer Doman

Associate Vice President, Client Service & Relations
Jim Dowling, MSFS, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, CAP<sup>®</sup>

Jim Dowling, MSFS, CFP®, CLU®, ChFC®, CAP®

Partner, Founder
Regan Flynn

Regan Flynn

Senior Associate Client Service & Relations
Jim Giangrande, CFP<sup>®</sup>

Jim Giangrande, CFP®

Partner, Founder
Karolina Guardado

Karolina Guardado

Senior Associate, Advisor Operations
Eric Hanson, CRPC®, CRPS®

Eric Hanson, CRPC®, CRPS®

Vice President, Wealth Strategies
Court Ingraham, CFA

Court Ingraham, CFA

Senior VP, Head of Advisor Operations
Shaby Katz, CFA

Shaby Katz, CFA

Associate, Portfolio Operations
Kaylie Klemme

Kaylie Klemme

Associate, Advisor Operations
Todd Levy, CFP<sup>®</sup>, CDFA<sup>®</sup>

Todd Levy, CFP®, CDFA®

Partner, Founder
Alex Mackey

Alex Mackey

Senior Associate, Client Service & Relations
Christopher McFadden

Christopher McFadden

Vice President, Wealth Strategies
Michael McCormack

Michael McCormack

Associate, Client Service & Relations
Shameka Miller

Shameka Miller

Associate Vice President, Client Service & Relations
Matthew Montana, CFP<sup>®</sup>

Matthew Montana, CFP®

Managing Director of Madison, CT Office
Antonio Mormile

Antonio Mormile

Vice President, Client Service & Relations
Adam Nalewajek

Adam Nalewajek

Partner, Wealth Strategies
Charles Paksi

Charles Paksi

Director, Strategic Development
Ryan Pantello

Ryan Pantello

Vice President, Portfolio Operations
Brandon Paolillo, CRPC

Brandon Paolillo, CRPC

Vice President, Wealth Strategies
Jeffrey Perlmutter, CLU<sup>®</sup>, ChFC<sup>®</sup>

Jeffrey Perlmutter, CLU®, ChFC®

Partner, Founder
Diane Petrocelli

Diane Petrocelli

Senior Vice President, Head of Client Service & Relations
Angel Quito

Angel Quito

Associate, Portfolio Operations
Conor Ryan, CFA, CFP<sup>®</sup>

Conor Ryan, CFA, CFP®

Partner, Wealth Strategies
Anders Scapoli

Anders Scapoli

Associate, Wealth Strategies
David Siegel

David Siegel

Senior Vice President, Wealth Strategies
Greg Slater, CFA, CFP<sup>®</sup>, CIPM<sup>®</sup>

Greg Slater, CFA, CFP®, CIPM®

Partner, Chief Investment Officer
Robert Sypher

Robert Sypher

Chief Operating Officer
Scott Tasch, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>

Scott Tasch, CFP®, CLU®, ChFC®

Partner, Founder
Donna Tumillo

Donna Tumillo

Senior Associate, Advisor Operations
Abigail Wasserman

Abigail Wasserman

Associate Vice President, Client Service and Relations
Jeffrey Wu

Jeffrey Wu

Partner, Portfolio Operations
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2500 Westchester Avenue, Suite 210
Purchase, NY 10577
P: 877-780-0074
F: 914-251-0344

1291 Boston Post Road
Madison, CT 06443
Toll-Free: 800-784-1805
P: 203-896-7300
F: 203-779-1273

1318 Beacon Street, Suite 14A,
Brookline, MA 02446
P: 877-780-0074
F: 914-251-0344

info@altiumwealth.com

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