Steve Altman
CCO, Founding Partner, True Private Wealth Advisors
- Role
- Founding Partner, Sr Wealth Advisor at True Private Wealth Advisors
- Location
- Salem, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Founding Partner, Sr Wealth Advisor
Sep 2012 — Present · Salem, OR, US
RIA providing comprehensive wealth management services.
Education
Oregon State University
Bachelor's Degree, Economics
1986 — 1991
Skills
- Investments
- Wealth Management
- Asset Management
- Portfolio Management
- Equities
- Retirement Planning
- Asset Allocation
- Investment Advisory
- Series 7
- Mutual Funds
- Investment Strategies
- Strategic Financial Planning
- Series 9
- Alternative Investments
- Fixed Income
- Financial Modeling
- Investment Management
- Risk Management
- Hedge Funds
- Financial Services
- Investment Banking
- Retirement
- Wealth
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