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FUNDRAISING NEWS | June 05, 2024

Former Merrill FA Team Launches Alteri Wealth

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An eight-person advisory team has departed from Merrill Lynch to establish Alteri Wealth, a $1 billion Registered Investment Advisor located in Westlake Village, a suburb of Los Angeles. 

The team is led by co-founders Michelle Gruber and Alex Markowitz, who have over a decade of experience working together at Merrill Lynch Wealth Management. They are joined by Matthew Mullaly, another Merrill Lynch colleague, who will serve as senior vice president at Alteri Wealth. 

The firm's name, Alteri, is derived from the Latin root of the word 'altruism,' reflecting their mission. Alteri Wealth is dedicated to serving a diverse clientele, including business owners, doctors, athletes, entertainers, and creators. A key focus of the firm is advising women. The team aims to provide personalized wealth management services tailored to the unique needs of their clients. 

The team chose Charles Schwab to custody client assets.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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