Team - Operations

Ms. Taylor is an Operations Analyst at Altrius Capital Management. At Altrius, Ms. Taylor is responsible for maintaining management systems while developing and implementing service initiatives for the firm’s private clients.

Ms. Harmon is a Trader and Analyst responsible for portfolio monitoring, rebalancing, account reconciliation, reporting and administration. Prior to joining...

Ms. Woods is a Portfolio Administrator and Global Investment Performance Standards (GIPS) Compliance Manager with Altrius responsible for directing client service and compliance administration.

Ms. Hendrick-Smith is the Director of Client Services at Altrius Capital Management. She focuses on integrating private client advice, technology, finance and operations for the firm.