Profile
James Louis Giangrande is the founder of Altium Wealth Management LLC, which was founded in 2010.
He holds the title of Partner at the firm.
Mr. Giangrande also has former experience as a Registered Representative at Strategies LLC from 1992 to 2006.
He obtained his undergraduate degree from the University of Maryland in 1990.
Jim Giangrande active positions
| Companies | Position | Start |
|---|---|---|
Altium Wealth Management LLC
Altium Wealth Management LLC Investment ManagersFinance Altium combines long-term strategic asset allocation methodology with behavioral economics to maximize their client’s probability of success. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers, all in accordance with a client’s stated investment objectives. Their Investment Committee (IC) manages asset allocation decisions and is responsible for the implementation and execution of client investments. | Founder | 2010-07-31 |
Former positions of Jim Giangrande
| Companies | Position | End |
|---|---|---|
Strategies LLC
Strategies LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 2006-01-30 |
Training of Jim Giangrande
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Strategies LLC
Strategies LLC Investment ManagersFinance Provides investment advice | Finance |
Altium Wealth Management LLC
Altium Wealth Management LLC Investment ManagersFinance Altium combines long-term strategic asset allocation methodology with behavioral economics to maximize their client’s probability of success. The firm primarily allocates client assets among various mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers, all in accordance with a client’s stated investment objectives. Their Investment Committee (IC) manages asset allocation decisions and is responsible for the implementation and execution of client investments. | Finance |
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