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Our Team


Formed in 2001, our firm reflects the expertise of investment professionals who have dedicated their careers to advising affluent individuals, families, trusts, institutions and nonprofit organizations. We provide our clients with an average of over 30 years’ experience among our managers.

Peter J. Altman
President

Jeffrey S. Baumann
Managing Director

Karen M. Troiano, CFA
Senior Portfolio Manager

Gaby Levitt Altman
Director, Marketing Services

Asta Haas-Heye
Director, Business Operations