Alterity Financial Group Employee Directory

Financial ServicesMaine, United States11-50 Employees

Alterity Financial Group is an SEC registered Independent Registered Investment Advisor that was founded with the intent of providing a low cost, high quality service and superior investment performance through direct ownership of various asset classes vs. the watered down/high cost product based investments that are used so extensively by most brokers and advisors. Alterity Financial Group seeks to manage the investments for individuals, institutions, non-profits, municipalities, trust assets and other various entities and organizations. We offer portfolio management, retirement planning, Insurance and wealth management solutions to individuals, small business and institutions through separately managed accounts, retirement plans and sub advisory services.

Find Alterity Financial Group employees' phone numbers or email addresses

Alterity Financial Group Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Alterity Financial Group's Leadership

  • Stylized image of a person
    A. P.
    Chief Compliance Officer
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    J. C.
    President & Chief Executive Officer
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  • Stylized image of a person
    L. S.
    Investment Advisor Representative, Vice President
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  • Stylized image of a person
    D. K.
    Senior Vice President / Financial Advisor
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  • Stylized image of a person
    T. S.
    Vice President, Iar And Portfolio Manager
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  • Stylized image of a person
    B. D.
    Administrative Assistant
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    J. E.
    Certified Financial Planner
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  • Stylized image of a person
    T. H.
    Investment Advisor
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Contact profiles from Alterity Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. P.
    Chief Compliance Officer
    Phone icon
    United StatesMaine
    Oct 22, 2024
  • Stylized image of a person
    J. C.
    President & Chief Executive Officer
    Phone icon
    United StatesTexas
    Sep 18, 2024
  • Stylized image of a person
    L. S.
    Investment Advisor Representative, Vice President
    Phone icon
    United StatesMaine
    Nov 18, 2025
  • Stylized image of a person
    D. K.
    Senior Vice President / Financial Advisor
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    T. S.
    Vice President, Iar And Portfolio Manager
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    B. D.
    Administrative Assistant
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    Oct 23, 2024
  • Stylized image of a person
    J. E.
    Certified Financial Planner
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    T. H.
    Investment Advisor
    Phone icon
    United StatesMaine
    Aug 02, 2024

Frequently Asked Questions

What is Alterity Financial Group known for?

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Alterity Financial Group operates in the Financial Services industry. The company's main headquarters is located in 21 Main Street, Suite 201. Explore Alterity Financial Group's company overview page for more information.

What is Alterity Financial Group's most common email format?

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Alterity Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alterity Financial Group email formats with LeadIQ.

How many employees does Alterity Financial Group have currently?

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Alterity Financial Group has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Alterity Financial Group's key employees and leadership?

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As of December 2025, Alterity Financial Group's key employees include:

  • Chief Compliance Officer: A. P.
  • President & Chief Executive Officer: J. C.
  • Investment Advisor Representative, Vice President: L. S.
  • Senior Vice President / Financial Advisor: D. K.
  • Vice President, Iar And Portfolio Manager: T. S.

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