Greg Slater Email & Phone Number
Chief Investment Officer @ Altium Wealth
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Greg Slater Location
- New York, NY, US
Greg Slater Work
- 2016 -now Chief Investment Officer @
- 2014 -2016 Portfolio Manager @
- 2010 -2014 Senior Advisor @ Opus Advisory
- 2008 -2010 Equity Research Analyst @
- 2007 -2008 Research Analyst @ Rodman and Renshaw
- 2004 -2006 Portfolio Strategy @ Rochdale Investment Management
- 2000 -2004 Equity Research and Sales @ Prudential Securities
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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