Team

AN EXTRAORDINARY GROUP OF PROFESSIONALS

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

James M. Russo

James M. Russo

Founder /
Chief Investment Strategist

Andrea L. Aitken

Andrea L. Aitken

Chief Compliance Officer

Investment Committee

Zachary Q. Smith, CFA

Zachary Q. Smith, CFA

Portfolio Manager

Anu Prabhu, CFA

Anu Prabhu, CFA

Portfolio Manager

Christopher C. Rolf, CFA

Christopher C. Rolf, CFA

Executive Vice President

Gregory D. Kammerer, J.D.

Gregory D. Kammerer, J.D.

Executive Vice President

Operations

Rita A. Hendrick-Smith

Rita A. Hendrick-Smith

Director of
Client Services

Joy G. Woods

Joy G. Woods

Portfolio Administrator/
Compliance Manager

Rebecca A. Harmon

Rebecca A. Harmon

Trader/Analyst

Max Greenberg

Max Greenberg

Director of Marketing

Lauren Taylor

Lauren Taylor

Operations Analyst