Jeffrey Wu

Portfolio Manager-Equities at Altium Wealth Management LLC

Finance

Consumer Services

Profile

Jeffrey Wu is currently a Partner & Portfolio Operations at Altium Wealth Management LLC.
Previously, he worked as a Registered Operations Assistant at HighTower Securities LLC from 2015 to 2016.
He completed his undergraduate degree at Stony Brook University in 2014.

Jeffrey Wu active positions

Companies	Position	Start
Altium Wealth Management LLC Altium Wealth Management LLC Investment ManagersFinance Altium Wealth Management LLC (Altium Wealth) is an independent investment advisory firm headquartered in Purchase, New York. The firm was founded in 2010 by Mitchell Brill and Anthony DeStefano. Altium Wealth provides investment management services to their clients who are primarily high net worth families.	Portfolio Manager-Equities	2019-06-30

All active positions of Jeffrey Wu

Former positions of Jeffrey Wu

Companies	Position	End
HighTower Securities LLC HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns.	Corporate Officer/Principal	2016-11-30

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Training of Jeffrey Wu

Stony Brook University

Undergraduate Degree

Experiences
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Linked companies

Private companies	2
Altium Wealth Management LLC Altium Wealth Management LLC Investment ManagersFinance Altium Wealth Management LLC (Altium Wealth) is an independent investment advisory firm headquartered in Purchase, New York. The firm was founded in 2010 by Mitchell Brill and Anthony DeStefano. Altium Wealth provides investment management services to their clients who are primarily high net worth families.	Finance
HighTower Securities LLC HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns.	Finance