Altitude Capital Management LLC

Sherwood Barbour is a financial advisor at Altitude Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Amerity Wealth Management, Gradient Investments, and Premier Financial Services. Altitude Capital Management provides investment advisory and financial planning services to individuals and high net worth clients, offering customized portfolio management and consulting without account minimums. The firm’s investment approach is tailored to client goals and risk tolerance, utilizing various strategies with an emphasis on maintaining long-term purchasing power.

Michael Cooley is a financial advisor at Altitude Capital Management LLC with the ChFC® designation and two years of industry experience. His prior roles include positions at Whitney & Associates, Forthright Capital Partners, and RidgeBrooke Retirement Planning. Outside of advising, he is also licensed as an insurance agent and dedicates part of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an emphasis on individualized strategies based on client goals, risk tolerance, and time horizon.

Adrian Raney is a financial advisor at Altitude Capital Management LLC in Little Rock, AR, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual, Prudential, and Allstate. Outside of advisory roles, he is also involved as a loan originator with Loan Factory Inc. – Mortgage Medics. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s approach focuses on individualized strategies based on client goals, risk tolerance, and time horizon, primarily managing accounts on a discretionary basis.

Daniel Natoli is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Creative Resources Investment Advisors LLC and RFG Advisory, LLC. In addition to his advisory work, he is active as an insurance agent through Natoli Insurance, focusing on whole life, term, and disability insurance. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is customized to client goals, risk tolerance, and time horizon, with portfolios managed primarily on a discretionary basis and reviewed at least quarterly.

Dennis Snoozy is a financial advisor at Altitude Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Whitney & Associates, SNP Financial Advisors, and Foresters Advisory Services LLC. He also works as a licensed insurance agent, dedicating part of his time to the sale of various insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized, employing strategies such as asset allocation and dollar-cost averaging, with accounts primarily managed on a discretionary basis and reviewed quarterly.

Anthony Mascherino is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameritas and Allstate Insurance Company. In addition to his advisory role, he assists with individual tax return preparation during the tax season. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an individualized investment approach focused on client goals, risk tolerance, and time horizon.

Andre Harrielal is a financial advisor at Altitude Capital Management LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Brookstone Wealth Advisors, Whitney & Associates/Total Advisors, Snap Finance, Lyft, Heartland Payment Systems, and Merchant Lynx. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis and recommending custodial relationships with independent custodians.

Matthew Anderson is a financial advisor with Altitude Capital Management LLC in Des Moines, IA, holding Series 63, Series 65, and Series 66 licenses. He has 12 years of industry experience, including roles at Whitney-Kuhn, LLC, Next Phase Financial, and Alternative Brokerage. Altitude Capital Management LLC provides investment advisory and financial planning services primarily to individuals and high net worth clients. The firm employs an individualized investment approach focused on client goals and risk tolerance, managing accounts mainly on a discretionary basis.

Regina Cornelio is a financial advisor at Altitude Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Whitney & Associates, Forthright Capital Partners, Appreciation Financial, and QSAC. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services, focusing on individualized investment approaches aligned with client goals, risk tolerance, and time horizon.

Bruce Macomber is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Altitude Capital Management since 2024 and previously spent four years at Brookstone Wealth Advisors, LLC. Macomber is also the owner of Campbell Asset Management, where he devotes time to insurance sales. Altitude Capital Management provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an investment approach that aligns with client goals, risk tolerance, and time horizon, primarily managing accounts on a discretionary basis.

Michael Groomes is a Series 63 licensed financial advisor with seven years of industry experience. He currently serves at Altitude Capital Management LLC and has prior experience with New York Life Insurance Co., Prudential Insurance Company of America, and various other firms. Groomes is also involved in insurance sales through his role as agent and owner at MLG Financial Services Ltd. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting with no account minimums. The firm employs an individualized investment approach based on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis.

John Perez is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Altitude Capital Management LLC since 2024. His prior experience includes roles at The Vanguard Group and various financial services and insurance firms. Outside of advising, he owns DJ Mean Gene, a retail/service business providing disc jockey services. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s investment approach centers on client goals, risk tolerance, and time horizon, employing a range of strategies with an emphasis on maintaining long-term purchasing power.

Charles Greth is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Equitable Advisors, Cetera Investment Services, CUSO Financial Services, and One Nevada Credit Union. Outside of his advisory work, he provides Medicare guidance and enrollment services in Tacoma, WA. Altitude Capital Management LLC offers investment advisory and financial planning services to individuals and high net worth clients, focusing on tailored portfolio management and consulting without account minimums. The firm’s approach centers on client goals, risk tolerance, and time horizon, using various strategies to maintain long-term purchasing power.

Thomas Clark is a financial advisor at Altitude Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Clark Agency, Horace Mann Investors, Liberty Mutual Insurance, and CTK Holdings Inc. Clark is also licensed as an insurance agent and dedicates part of his time to selling insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing various strategies with an emphasis on maintaining long-term purchasing power.

James Rhodes is a financial advisor at Altitude Capital Management LLC in Des Moines, IA, holding Series 63 and Series 65 licenses with over eight years of experience. His prior roles include positions at Whitney and Associates, Redbird Insurance, Wells Fargo, Principal Securities, and New York Life. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized and primarily discretionary, focusing on long-term purchasing power and employing various strategies aligned with client goals and risk tolerance.