Mr. Loftus has been an investment-industry professional since 1985, having held Senior Vice President, and Principal-level positions at several major money-center banks in New York City. He served as a member of the original Morgan Stanley’s Private Client Services group (PCS) beginning in 1993. In 2002, after a comprehensive oral and written examination process, he received the highest level Wealth Management certification that could be earned within Bank of America – the “Leading with Advice” (LWA) designation. As a Co-Founder of the Altus Group, a $500 million-dollar wealth management team at Citi Global Markets, Inc., and after meeting the firm’s various commercial criteria levels in 2007, he passed the “Citi Family Office” (CFO) examination, which both recognized his professional competence and enabled him to work with the firm’s largest and most important client relationships. In 2013 he founded The Altus Group Private Office in New York City, a wealth management solutions practice on the BNY Mellon/Pershing platform, where he serves as the Managing Partner.
Mr. Loftus graduated with an Ars Baccalaureus Degree (A.B.) in Government from the College of William & Mary in Virginia.
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