Jeffrey A. Altomari

Partner

PIM Portfolio Manager

Phone: (845) 256-7088

Fax: (845) 256-7089

E-mail: jeff.altomari@thehvfgroup.com

 

Jeff has been providing financial advice to his clients for over 21 years. Jeff's goal is to help simplify the fiancial lives of his clients. 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 is a lifelong resident of the Hudson Valley, and has lived with his wife and two children in Dutchess County for 15 years.  

 

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

·         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

 

 

 

Jeffrey Altomari is registered in the following state(s): AZ, CA, CT, FL, MA, MD, NH, NJ, NY, PA, SC, VA, UT