Our Wealth Advisor Group

Who We Are

Individually, all members of the Altrius investment management group are adept, astute, and expert 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 Team

James M. Russo

James M. Russo

Founder /
Chief Investment Strategist

Andrea L. Aitken

Andrea L. Aitken

Chief Financial Officer/
Financial Advisor

Financial Advisors

Christopher C. Rolf, CFA

Christopher C. Rolf, CFA

Executive Vice President /
Financial Advisor

Gregory D. Kammerer, J.D.

Gregory D. Kammerer, J.D.

Executive Vice President /
Financial Advisor

Max Greenberg

Max Greenberg

Financial Advisor

Investment Team

Zachary Q. Smith, CFA

Zachary Q. Smith, CFA

Portfolio Manager

Rebecca A. Harmon

Rebecca A. Harmon

Trader/Analyst

Anu N. Prabhu, CFA

Anu N. Prabhu, CFA

Portfolio Manager

Operations

Joy G. Woods

Joy G. Woods

Portfolio Administrator /
Compliance Manager

Rita A. Hendrick-Smith

Rita A. Hendrick-Smith

Director of Client Services

Lauren Taylor

Lauren Taylor

Operations
Analyst