Mitchell Altro Email & Phone Number

Choosing someone to manage your money is both a business and personal decision.I make it my mission to learn about you, your life, and your unique story. By building relationships based on trust, integrity and honest communication, I can work alongside you to help you and your family navigate and simplify the complex world of investing.My goal is to establish a one to one relationship and to offer you the personal approach you deserve, and the depth and experience you expect. It is an honor and privilege to help individuals, business owners and families formulate and live out their unique stories through smart, relevant, financial planning, advice and strategies.I am originally from Canada and a graduate of Concordia University in Montreal. I hold a Bachelor of Commerce, majoring in Marketing, with a Minor in International Business. I also hold Series 7, 66, 55 and 24 securities licenses and Health, Life and Annuity licenses. I am also fluent in English and French.Prior to working in the securities industry, I lived in Hong Kong while working as a Director of Worldwide Sales for Hong Kong Toy Center. My global experience gives me a unique perspective on the investment landscape, both domestic and international.I currently reside in Boca Raton with my wife Jessica and my two children. In our spare time, we enjoy golf, skiing, ice hockey, being very active, and giving back to our community in any way we can.

Listed skills include Investments, Equities, Portfolio Management, Wealth Management, and 15 others.

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  Concordia University

  International Business/Trade/Commerce