Greg Slater Email & Phone Number
Chief Investment Officer @ Altium Wealth
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Greg Slater Location
- New York, NY, US
Greg Slater Work
- Chief Investment Officer @ (April 2016 - Present)
- Portfolio Manager @ (February 2014 - April 2016)
- Senior Advisor @ Opus Advisory (January 2010 - January 2014)
- Equity Research Analyst @ (October 2008 - April 2010)
- Research Analyst @ Rodman and Renshaw (January 2007 - January 2008)
- Portfolio Strategy @ (January 2004 - January 2006)
- Equity Research and Sales @ Prudential Securities (January 2000 - January 2004)
Greg Slater Education
- Fairfield University
BS (Finance, Accounting, Economics)
1996-2000 - Archbishop Stepinac HS 1993-1996
Greg Slater Skills
- Hedge Funds
- Portfolio Management
- Risk Management
- Estate Planning
- Strategic Planning
- Financial Modeling
- Customer Service
- Financial Analysis
- Wealth Management
- Business Analysis
- Retirement
- Leadership
- Data Analysis
Greg Slater Summary
- Greg Slater, based in New York, NY, US, is currently a Chief Investment Officer at Altium Wealth Management, LLC. Greg Slater brings experience from previous roles at Altium Wealth Management, LLC, Opus Advisory, Collins Stewart and Rodman and Renshaw. Greg Slater holds a 1996 - 2000 BS in Finance, Accounting, Economics @ Fairfield University. With a robust skill set that includes Hedge Funds, Portfolio Management, Risk Management, Estate Planning, Strategic Planning and more. Greg Slater has 2 emails and 1 mobile phone numbers on RocketReach.
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