Altium Wealth
Kristen Caseley is an experienced finance professional currently serving as Vice President of Wealth Strategies at Altium Wealth since October 2024. Prior to this role, Kristen held various advisory positions at AdvicePeriod from July 2020 to October 2024 and at Via Global Advisors from January 2018 to July 2020. Kristen also worked as a financial advisor at Lake Street Advisors from January 2014 to May 2016 and was a Jr Advisor at the same company from January 2010 to May 2012. Kristen began a career in finance as a Performance Analyst Team Leader at Prime Buchholz LLC from June 2006 to July 2008. Kristen holds a Bachelor of Business Administration with concentrations in Finance and Sociology from Bryant University, earned in May 2005.
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Altium Wealth
Hightower Altium Holding, LLC ("Altium Wealth") is a wealth advisory firm with principal offices at 2500 Westchester Avenue in Purchase, New York. The firm's primary clients are high net worth families. This firm is a Registered Investment Adviser (RIA) with the SEC. Any references to the terms “registered investment adviser” or “registered,” do not imply that Hightower Altium Holding or any person associated with the firm have achieved a certain level of skill or training. For more information about Hightower Altium Holding, please visit www.altiumwealth.com, the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov), or send an inquiry to us at info@altiumwealth.com. -- This page is maintained by Hightower Altium Holding, LLC, a registered investment advisor and is provided for information purposes only. Please see Altium's Privacy Policies and additional Disclosures on www.altiumwealth.com.