Profilo
James John Dowling is the founder of Altium Wealth Management LLC, which was founded in 2010.
He holds the title of Partner at the firm.
Mr. Dowling also worked as an Advisor at Commonwealth Financial Advisors LLC in 2001.
He completed his undergraduate degree at the College of the Holy Cross (Massachusetts) in 2001 and obtained a graduate degree from The American College of Financial Services in 2010.
Posizioni attive di Jim Dowling
| 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. | Fondatore | 01/08/2010 |
Precedenti posizioni note di Jim Dowling
| Società | Posizione | Fine |
|---|---|---|
Commonwealth Financial Advisors LLC
 Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom. | Corporate Officer/Principal | 31/12/2001 |
Formazione di Jim Dowling
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| The American College of Financial Services | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Commonwealth Financial Advisors LLC
Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom. | Finance |
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 |
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