Greg Slater, Cfa, Cfp®, Cipm®
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Greg Slater, Cfa, Cfp®, Cipm® Email & Phone Number

Chief Investment Officer at Altium Wealth Management at Altium Wealth Management, LLC
Location: New York, New York, United States 7 work roles 2 schools
3 work emails found @altiumwealth.com 2 phones found area 914 and 877 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 2 phones

Work email g****@altiumwealth.com
Direct phone (914) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Altium Wealth Management, LLC
Role
Chief Investment Officer at Altium Wealth Management
Location
New York, New York, United States
Company size
42 employees

Who is Greg Slater, Cfa, Cfp®, Cipm®? Overview

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Quick answer

Greg Slater, Cfa, Cfp®, Cipm® is listed as Chief Investment Officer at Altium Wealth Management at Altium Wealth Management, LLC, a company with 42 employees, based in New York, New York, United States. AeroLeads shows a work email signal at altiumwealth.com, phone signal with area code 914, 877, and a matched LinkedIn profile for Greg Slater, Cfa, Cfp®, Cipm®.

Greg Slater, Cfa, Cfp®, Cipm® previously worked as Chief Investment Officer at Altium Wealth Management, Llc and Portfolio Manager at Altium Wealth Management, Llc. Greg Slater, Cfa, Cfp®, Cipm® holds Bs, Finance, Accounting, Economics from Fairfield University.

Company email context

Email format at Altium Wealth Management, LLC

This section adds company-level context without repeating Greg Slater, Cfa, Cfp®, Cipm®'s masked contact details.

*@altiumwealth.com
77% confidence

AeroLeads found 3 current-domain work email signals for Greg Slater, Cfa, Cfp®, Cipm®. Compare company email patterns before reaching out.

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Profile bio

About Greg Slater, Cfa, Cfp®, Cipm®

For additional information and disclosures please visit: https://altiumwealth.com/

Listed skills include Wealth Management, Portfolio Management, Risk Management, Hedge Funds, and 2 others.

Current workplace

Greg Slater, Cfa, Cfp®, Cipm®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Altium Wealth Management, LLC
Altium Wealth Management, Llc
Chief Investment Officer at Altium Wealth Management
purchase, new york, united states
Website
altiumwealth.com
Employees
42
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Company profile
View company profile Email format
7 roles · 26 years

Greg Slater, Cfa, Cfp®, Cipm® work experience

A career timeline built from the work history available for this profile.

Senior Advisor

Opus Advisory

Greater New York City Area

Personal financial officer conducting planning for individuals, families and business owners.

2010 - Jan 2014

Equity Research Analyst

Collins Stewart

Greater New York City Area

Large Cap Cable/Satellite and Entertainment Companies

Oct 2008 - Apr 2010

Research Analyst

Rodman And Renshaw

Small to Mid-Cap Generalist

2007 - 2008 ~1 yr

Portfolio Strategy

Rochdale Investment Management

Create customized investment portfolios for HNW individuals

2004 - 2006 ~2 yrs

Equity Research / Sales

Prudential Securities
2000 - 2004 ~4 yrs
Team & coworkers

Colleagues at Altium Wealth Management, LLC

Other employees you can reach at altiumwealth.com. View company contacts for 42 employees →

JW Jeffrey Wu Jeffrey Wu Colleague at Altium Wealth Management, Llc Purchase, New York, United States, United States View → AM Antonio Mormile Antonio Mormile Colleague at Altium Wealth Management, Llc Croton-On-Hudson, New York, United States, United States View → AC Anthony Croce, Cfp® Anthony Croce, Cfp® Colleague at Altium Wealth Management, Llc Purchase, New York, United States, United States View → DT Donna Tumillo Donna Tumillo Colleague at Altium Wealth Management, Llc Danbury, Connecticut, United States, United States View → JG James Giangrande, Cfp®, Cmaa James Giangrande, Cfp®, Cmaa Colleague at Altium Wealth Management, Llc United States, United States View → RS Robert Sypher Robert Sypher Colleague at Altium Wealth Management, Llc New York, New York, United States, United States View → CI Court Ingraham, Cfa Court Ingraham, Cfa Colleague at Altium Wealth Management, Llc United States, United States View → JD Jim Dowling Msfs, Cfp, Cap Jim Dowling Msfs, Cfp, Cap Colleague at Altium Wealth Management, Llc Purchase, New York, United States, United States View → KC Kristen Caseley Kristen Caseley Colleague at Altium Wealth Management, Llc Saco, Maine, United States, United States View → RF Regan F. Regan F. Colleague at Altium Wealth Management, Llc New York City Metropolitan Area, United States View →
2 education records

Greg Slater, Cfa, Cfp®, Cipm® education

Education record

Archbishop Stepinac Hs
FAQ

Frequently asked questions about Greg Slater, Cfa, Cfp®, Cipm®

Quick answers generated from the profile data available on this page.

What company does Greg Slater, Cfa, Cfp®, Cipm® work for?

Greg Slater, Cfa, Cfp®, Cipm® works for Altium Wealth Management, LLC.

What is Greg Slater, Cfa, Cfp®, Cipm®'s role at Altium Wealth Management, LLC?

Greg Slater, Cfa, Cfp®, Cipm® is listed as Chief Investment Officer at Altium Wealth Management at Altium Wealth Management, LLC.

What is Greg Slater, Cfa, Cfp®, Cipm®'s email address?

AeroLeads has found 3 work email signals at @altiumwealth.com for Greg Slater, Cfa, Cfp®, Cipm® at Altium Wealth Management, LLC.

What is Greg Slater, Cfa, Cfp®, Cipm®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 914, 877 for Greg Slater, Cfa, Cfp®, Cipm® at Altium Wealth Management, LLC.

Where is Greg Slater, Cfa, Cfp®, Cipm® based?

Greg Slater, Cfa, Cfp®, Cipm® is based in New York, New York, United States while working with Altium Wealth Management, LLC.

What companies has Greg Slater, Cfa, Cfp®, Cipm® worked for?

Greg Slater, Cfa, Cfp®, Cipm® has worked for Altium Wealth Management, Llc, Opus Advisory, Collins Stewart, Rodman And Renshaw, and Rochdale Investment Management.

Who are Greg Slater, Cfa, Cfp®, Cipm®'s colleagues at Altium Wealth Management, LLC?

Greg Slater, Cfa, Cfp®, Cipm®'s colleagues at Altium Wealth Management, LLC include Jeffrey Wu, Antonio Mormile, Anthony Croce, Cfp®, Donna Tumillo, and James Giangrande, Cfp®, Cmaa.

How can I contact Greg Slater, Cfa, Cfp®, Cipm®?

You can use AeroLeads to view verified contact signals for Greg Slater, Cfa, Cfp®, Cipm® at Altium Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Greg Slater, Cfa, Cfp®, Cipm® attend?

Greg Slater, Cfa, Cfp®, Cipm® holds Bs, Finance, Accounting, Economics from Fairfield University.

What skills is Greg Slater, Cfa, Cfp®, Cipm® known for?

Greg Slater, Cfa, Cfp®, Cipm® is listed with skills including Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, and Retirement.

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