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Philip G
Series 63, Series 65
Charlotte, NC
Altimeter Wealth LLC
Philip Gleason is the principal advisor at Altimeter Wealth LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Red Oak Capital Management, Hayden Royal, LLC, and Great Lakes Atlantic Wealth Management and Advisory Partners. Altimeter Wealth offers discretionary portfolio management, model portfolio services, and third-party manager selection to individuals, high-net-worth clients, trusts and estates, pension plans, corporations, and charitable organizations. The firm manages bespoke ETF-based model portfolios using quantitative methods and technical analysis, and is noted for its use of leverage and range of investment instruments.
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