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Current Employers
Altrius Capital Management, Inc.

39555 Orchard Hill Pl Suite 600, Novi, MI 48375 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-24
  • NC RA
    APPROVED
    Since 2025-07-24

Branch Locations

Portland, ME • United States

39555 Orchard Hill Pl Suite 600, Novi, MI 48375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Epiphany School Of Global Studies New Bern NC 08/2016 06/2017
Altrius Capital Management New Bern NC 06/2017 08/2017
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2017 06/2018
Altrius Capital Management New Bern NC 06/2018 08/2018
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2018 06/2019
Altrius Capital Management New Bern NC 06/2019 08/2019
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2019 06/2020
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2020 06/2021
Wells Fargo Securities Charlotte NC 07/2020 08/2020
Wells Fargo Securities, Llc New York NY 06/2021 02/2024
H.I.G. Capital New York NY 02/2024 02/2025
Altrius Capital Management New York NY 03/2025 Present
  • 08/2016 → 06/2017
    The Epiphany School Of Global Studies
    New Bern, NC
  • 06/2017 → 08/2017
    Altrius Capital Management
    New Bern, NC
  • 08/2017 → 06/2018
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2018 → 08/2018
    Altrius Capital Management
    New Bern, NC
  • 08/2018 → 06/2019
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2019 → 08/2019
    Altrius Capital Management
    New Bern, NC
  • 08/2019 → 06/2020
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 08/2020 → 06/2021
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 07/2020 → 08/2020
    Wells Fargo Securities
    Charlotte, NC
  • 06/2021 → 02/2024
    Wells Fargo Securities, Llc
    New York, NY
  • 02/2024 → 02/2025
    H.I.G. Capital
    New York, NY
  • 03/2025 → Present
    Altrius Capital Management
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-23
S63 Uniform Securities Agent State Law Examination 2021-07-23
  • S65 Uniform Investment Adviser Law Examination
    2025-07-23
  • S63 Uniform Securities Agent State Law Examination
    2021-07-23

View on SEC IAPD

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