Altan O. Wuliji

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Consumer Services

Finance

Profilo

Mr. Altan Wuliji is an Analyst at RegentAtlantic Capital LLC.
He is responsible for preparing investment recommendations, conducting financial based analyses and assisting clients to achieve their financial goals.
Mr. Wuliji graduated with a BS in Financial Planning from the University of Illinois on a full academic scholarship through the Gates Millennium Scholars Program.
He graduated from Texas Tech University with a Master of Science in Personal Financial Planning.

Precedenti posizioni note di Altan O. Wuliji

Società	Posizione	Fine
RegentAtlantic Capital LLC RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.	Analyst-Equity	11/07/2013

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Formazione di Altan O. Wuliji

Texas Tech University	Graduate Degree
University of Illinois	Undergraduate Degree

Esperienze
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Aziende private

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Società collegate

Aziende private	1
RegentAtlantic Capital LLC RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.	Finance