Profil
Mr. Marc D.
Gelineau is Vice President-Business Development at Altium Wealth Management LLC since 2012.
He is a seasoned professional with 20 years experience in working with individuals as well as enterprise level clientele.
He is regarded for his attention to the client experience and consistently places a high emphasis on building long-term relationships.
Mr. Gelineau is a native of Marblehead MA and graduated with honors from Endicott College in Beverly MA, attaining a Bachelor’s of Science Degree in Business Management.
Anciens postes connus de Marc D. Gelineau
| Sociétés | Poste | Fin |
|---|---|---|
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. | Sales & Marketing | - |
Formation de Marc D. Gelineau
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Endicott College
Endicott College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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 |
















