Javier I. A. Altimari, Cfp®, Cima® Email and Phone Number
Javier I. A. Altimari, Cfp®, Cima® work email
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Javier I. A. Altimari, Cfp®, Cima® personal email
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Javier focuses on serving High Net Worth families and Institutions in the United States and abroad by leveraging his network, passion for the financial markets, and Americana Partners International open architecture platform.Javier holds the Certified Financial Planner (CFP®) designation by the Certified Financial Planner Board of Standards Inc. and received the Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute through The Wharton School of Business, the University of Pennsylvania. Practice Focus: Managed Money, Financial Planning, Asset Allocation, Portfolio Optimization, Collateral Based Lending, Emerging Markets, Alternative Investments for Qualified Investors, Treasury Cash Management, Estate Planning, Cross Border Wealth Structuring, Investment Policy Statement Development.
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Founder And Managing Partner | Americana Partners International (Api)Americana Partners Aug 2024 - PresentHouston, Texas, Us -
Senior Director - Investments | Omega Portfolio ManagerOppenheimer & Co. Inc. Dec 2018 - Aug 2024New York, Ny, Us -
Vice President | Private Wealth Advisor & Portfolio ManagerGlobal Financial Services Llc / Gfs Advisors Llc Apr 2013 - Dec 2018
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Private Wealth Advisor & Portfolio ManagerMerrill Lynch Oct 2011 - Apr 2013New York, Ny, Us -
Texas Real Estate Agent512 Realty Jan 2010 - Oct 2011Us
Javier I. A. Altimari, Cfp®, Cima® Skills
Javier I. A. Altimari, Cfp®, Cima® Education Details
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The University Of Texas At AustinEconomics -
The Wharton SchoolCertified Investment Management Analyst -
The University Of Texas At AustinEuropean Studies/Civilization
Frequently Asked Questions about Javier I. A. Altimari, Cfp®, Cima®
What company does Javier I. A. Altimari, Cfp®, Cima® work for?
Javier I. A. Altimari, Cfp®, Cima® works for Americana Partners
What is Javier I. A. Altimari, Cfp®, Cima®'s role at the current company?
Javier I. A. Altimari, Cfp®, Cima®'s current role is Founder & Managing Partner | Americana Partners International (API).
What is Javier I. A. Altimari, Cfp®, Cima®'s email address?
Javier I. A. Altimari, Cfp®, Cima®'s email address is ja****@****ail.com
What schools did Javier I. A. Altimari, Cfp®, Cima® attend?
Javier I. A. Altimari, Cfp®, Cima® attended The University Of Texas At Austin, The Wharton School, The University Of Texas At Austin.
What skills is Javier I. A. Altimari, Cfp®, Cima® known for?
Javier I. A. Altimari, Cfp®, Cima® has skills like Investments, Finance, Asset Allocation, Emerging Markets, Wealth Management, Risk Management, Investment Strategies, Securities, 401k, Foreign Languages, Retirement Planning, Spanish.
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