Jim Dowling

Founder at Altium Wealth Management LLC

Consumer Services

Finance

Profile

James John Dowling is the founder of Altium Wealth Management LLC, which was founded in 2010.
He holds the title of Partner at the firm.
Mr. Dowling also worked as an Advisor at Commonwealth Financial Advisors LLC in 2001.
He completed his undergraduate degree at the College of the Holy Cross (Massachusetts) in 2001 and obtained a graduate degree from The American College of Financial Services in 2010.

Jim Dowling active positions

Companies	Position	Start
Altium Wealth Management LLC Altium Wealth Management LLC Investment ManagersFinance Altium Wealth Management LLC (Altium Wealth) is an independent investment advisory firm headquartered in Purchase, New York. The firm was founded in 2010 by Mitchell Brill and Anthony DeStefano. Altium Wealth provides investment management services to their clients who are primarily high net worth families.	Founder	2010-07-31

All active positions of Jim Dowling

Former positions of Jim Dowling

Companies	Position	End
Commonwealth Financial Advisors LLC Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom.	Corporate Officer/Principal	2001-12-30

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Training of Jim Dowling

College of the Holy Cross (Massachusetts)	Undergraduate Degree
The American College of Financial Services	Graduate Degree

Experiences
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Linked companies

Private companies	2
Commonwealth Financial Advisors LLC Commonwealth Financial Advisors LLC Investment ManagersFinance Commonwealth Financial Advisors LLC provides investment advice. The private company is based in Louisville, KY. The CEO of the company is Wayne Michael Bloom.	Finance
Altium Wealth Management LLC Altium Wealth Management LLC Investment ManagersFinance Altium Wealth Management LLC (Altium Wealth) is an independent investment advisory firm headquartered in Purchase, New York. The firm was founded in 2010 by Mitchell Brill and Anthony DeStefano. Altium Wealth provides investment management services to their clients who are primarily high net worth families.	Finance

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