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Jeffrey Wu
Gestor de Cartera-Acciones en Altium Wealth Management LLC .
Cargos activos de Jeffrey Wu
Empresas | Cargo | Inicio | Fin |
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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. | Gestor de Cartera-Acciones | 01/07/2019 | - |
Analyst-Equity | 01/03/2017 | 01/07/2019 |
Historial de carrera de Jeffrey Wu
Antiguos cargos conocidos de Jeffrey Wu.
Empresas | Cargo | Inicio | Fin |
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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 | 01/11/2015 | 01/12/2016 |
Formación de Jeffrey Wu.
Stony Brook University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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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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