Jeffrey Wu
Gestore di Portafoglio-Azioni presso Altium Wealth Management LLC
Profilo
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.
Posizioni attive di Jeffrey Wu
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/07/2019 |
Precedenti posizioni note di Jeffrey Wu
| Società | Posizione | Fine |
|---|---|---|
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 | 01/12/2016 |
Formazione di Jeffrey Wu
| Stony Brook University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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