Jeffrey Altomari

Jeffrey Altomari

Partner

Phone: 845- 256-7088
Fax: 845-256-7089
E-mail:
 

 

· B.S.- Economics Management, 1991, Ithaca College- Ithaca, NY

·         Life Planning and Portfolio Management

·         Portfolio Manager Designation

·         Exchange Traded Funds Certification

 

·         May 2013- Present The Hudson Valley Financial Group

          Senior Financial Advisor

          PIM Portfolio Manager

 

·         2009- May 2013: Morgan Stanley Smith Barney

          Second Vice President

          Portfolio Manager

 

·         2003-2009: Smith Barney

          Second Vice President

          Wealth Management

 

·         1992-2003: A.G. Edwards & Sons, Inc

          Financial Consultant

 

Jeff's goal is to become his client's life advisor. In today’s fast paced world, few people have the time or resources to dedicate to managing their investments. By combining his experience together with the resources of Wells Fargo Advisors Financial  Network, Jeff looks to deliver customized client solutions to help them achieve their financial goals. 


Jeff has been a lifetime Hudson Valley resident, and currently resides in Dutchess County, with his wife Julie, son Tyler, and daughter, Dominique. Jeff's family is involved in many activities, including musical theater, dance and sports. Jeff has also coached and volunteered in the local community for a number of years.

Jeffrey Altomari is licensed in the following state(s): AZ, CA, CT, FL, GA, KY, MA, NC, NJ, NY, OH, PA, SC, VA, VT, WA