Our Wealth Advisor Group

Who We Are

Individually, all members of the Altrius investment management group are adept, astute, and tenured in their respective fields. Together, we form a powerful team with more than one hundred years of industry experience. The result is that every Altrius client, from the smallest investor to the largest, gets the benefit not only of the unique insights and specialized perspectives of each of us, but the collective wisdom of all of us.

Management

James M. Russo

James M. Russo

Founder /
Chief Investment Strategist

Sharon Boyd

Sharon Boyd

Chief Technology Officer

Financial Advisors

Max Greenberg, CFP®

Max Greenberg, CFP®

Executive Vice President /
Financial Advisor

Christopher C. Rolf, CFA

Christopher C. Rolf, CFA

Executive Vice President /
Financial Advisor

Harrison Little

Harrison Little

Financial Advisor

Investment Team

Zachary Q. Smith, CFA

Zachary Q. Smith, CFA

Portfolio Manager

Anu N. Prabhu, CFA

Anu N. Prabhu, CFA

Portfolio Manager

Rebecca A. Harmon

Rebecca A. Harmon

Trader/Analyst

Hannah Russo

Hannah Russo

Trader/Analyst

Operations

Rita A. Hendrick-Smith

Rita A. Hendrick-Smith

Director of Client Services/Compliance Manager

Claudia Cardenas

Claudia Cardenas

Operations Analyst

Nicki Yim

Nicki Yim

Operations Analyst