David Woolpert work email
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David Woolpert personal email
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I work to help others through my company and my community involvements while enjoying my family, friends and the rest of this wonderful world. Here's more:President and founder of Altus Investment Group LLC, and a registered securities principal of the brokerage firm LPL Financial, We provide portfolio management, asset allocation, 401(k) rollover and Traditional and Roth IRA management, socially responsible (SRI, ESG) investments, and estate preservation, college funding and retirement planning.•Over forty years experience as a professional in the fields of investments, banking and insurance
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ChairSelectmen'S Budget CommitteeConcord, Nh, Us
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MemberHenniker Conservation Commission Feb 2011 - PresentTown Of HennikerHelp the Committee review requests for developments or timber harvests that could impact the town's wetlands. Assist groups and individuals that want to protect natural areas and wildlife though conservation easements or puchases of properties that would otherwise be developed.
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ChairSelectmen'S Budget Committee Nov 2011 - PresentHenniker, New HampshireLead the volunteer citizen's committee which reviews Selectmen's proposed budget each year and recommends revisions before it is presented at Town Meeting,
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Financial Planner And Investment Portfolio ManagerAltus Investment Group Llc, A N.H. Registered Investment Advisor Not Associated With Lpl Financial May 2000 - Present3 N. Spring Street Suite 200, Concord, Nh 03301Provide investment management and financial planning services to workers and small business owners concerned with preparing for a lengthy retirement while funding their children's educational expenses.
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Registered PrincipalLpl Financial, Member Finra / Sipc Aug 1996 - Present3 N. Spring Street Suite 200, Concord, NhI invest client assets and manage large portfolios on an annual fee basis. I research various aspects of the economy, different investment categories and individual mutual funds and alternative investments. -
Member Of Budget CommitteeConcord Quaker Meeting 2005 - Present11 Oxbow Pond Road, Canterbury, Nh 03224Oversee the Quaker Meeting's financial affairs and Meeting House operations.
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MemberRotary Club Of Henniker 2011 - PresentCongregational Church Of HennikerI attend weekly member meetings and participate in fund raising events and choosing individuals and organizations to receive donations from the club.
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ChairPembroke Municipal Budget Committee 1990 - 2010Coordinated 8 annual meetings of the committee in order to review and come up with recommendations to the voters about how much to authorize to be spent by the Town Selectment and the School Board
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Solo ConsultantCommunity Resources Associates Jan 1994 - Jun 1996Helped banks, non-profit groups and developers regarding federal and state subsidy programs for lower income housing developments, compliance with the Community Reinvestment Act, and ways to increase small business loans and provide better access by minorities to bank services.
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Director Of Finance And AdministrationSociety For The Protection Of New Hampshire Forests Dec 1988 - Apr 1992Concord, New HampshireDevelop and control, for the President and Board of Directors, the annual $1 million operating budget and 35 staff for the state's largest environmental group; oversee endowment fund of $3 million with the Board's Finance Committee and investment advisor. -
Vice President For Asset/Liability ManagementNew Hampshire Savings Bank May 1976 - Oct 1988Concord, NhChief risk manager re: changing interest rates affecting bank profitability, advising the Asset Liability Committee consisting of the President, COO, Treasurer, Chief Marketing Office, Chief Retail Banking Officer and Chief Lending Officer on mismatches of maturities on loans, deposits, investments and excess cash.
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VolunteerGreater Concord Coalition Against Rape And Domestic Violence 1980 - 1985Answer calls from women afraid of domestic violence and arrange for them to meet in a safe place with someone who would take them to a save home (which I supplied several times.)
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Senior Program ManagerNew England Non-Profit Housing Development Corporation Dec 1972 - Dec 1975Concord, NhAdminister demonstration "Basic Homes Program" across three northern New England states in cooperation with a regional Community Action Program in each state.Also assist in management of $600,000 seed money loan fund for local community housing development groups to use for survey's, options, title searches and legal work to start lower income housing developments in rural parts of New England.
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State Housing Development DirectorHousing Opportunity Centers, Inc. Jan 1970 - Dec 1972Louisville, Kentucky AreaPromote racially integrated new rental housing projects in the white suburbs of Louisville and Lexington, Kentucky.
David Woolpert Skills
David Woolpert Education Details
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Economic And Social Development (3Rd World Development) -
Economics
Frequently Asked Questions about David Woolpert
What company does David Woolpert work for?
David Woolpert works for Selectmen's Budget Committee
What is David Woolpert's role at the current company?
David Woolpert's current role is Chair.
What is David Woolpert's email address?
David Woolpert's email address is da****@****lpl.com
What is David Woolpert's direct phone number?
David Woolpert's direct phone number is +160384*****
What schools did David Woolpert attend?
David Woolpert attended University Of Pittsburgh, Earlham College.
What are some of David Woolpert's interests?
David Woolpert has interest in Raising Children And Grand Children, Swimming, Health, Children, Environment, Education, Biking, Community Development, My Wife's Life, Human Rights.
What skills is David Woolpert known for?
David Woolpert has skills like Program Management, Strategic Planning, Investments, Mutual Funds, Portfolio Management, Securities, Fundraising, Financial Planning, Finance, Business Planning, Public Speaking, Asset Allocation.
Who are David Woolpert's colleagues?
David Woolpert's colleagues are Dimitri Hountalas, Liliane Barker, Ndiho Igor, Carl Pietron, David Polimeros, Tanesha Dicks, Tony Kelly.
Not the David Woolpert you were looking for?
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David Woolpert
Henniker, Nh -
David Woolpert
Retired- Formally Senior Telecom Specialist At Saint Luke'S Health SystemMission, Ks5sbcglobal.net, gmail.com, gmail.com, saint-lukes.org, saintlukeshealthsystem.org5 +181693XXXXX
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David Woolpert
Lead Teacher - Developmental Mathematics At Madison Area Technical CollegeDe Forest, Wi4me.com, centurytel.net, att.net, madisoncollege.edu7 +160820XXXXX
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David Woolpert
Financial Planner And Lpl Registered Principal At Altus Investment Group LlcConcord, Nh
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