A team of Merrill Lynch advisors with more than $1 billion in managed assets is going independent, opting to custody with Schwab. Michelle Gruber and Alex Markowitz are forming Alteri Wealth in ...

LOS ANGELES--(BUSINESS WIRE)--Co-founders Michelle Gruber and Alex Markowitz today announce the official launch of Alteri Wealth, an SEC Registered Investment Advisory and wealth management firm based ...

A pair of former Merrill Lynch advisors have made a break for independence by launching their own billion-dollar RIA practice. Alteri Wealth, an SEC-registered investment advisory and wealth ...

Two former advisors at Merrill Lynch Wealth Management have launched a $1 billion SEC- registered advisory firm in Westlake Village, Calif., focusing on high-net-worth and ultra-high-net-worth clients ...