Altum Wealth Team
Steven H. Cliadakis, MBA, CFP®, AIF®
Managing Director, Financial Planner
Steve Cliadakis has been building and managing companies for over twenty years and raising capital and managing company finances for over fifteen years. Drawing on his experience with start-ups and established companies, Steve works closely with individuals and businesses providing comprehensive and objective wealth management, asset management, and financial planning services. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment …
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Miste Cliadakis, CWS®, AIF®
Managing Director, Financial Planner
Miste Cliadakis was a partner and founder of Bay Cliadakis & Associates, now Altum Wealth Advisors. She has more than 25 years of experience in the financial services industry, serving as a Financial Advisor for over 20 years. She joined Tri Counties Bank in 1997 and was soon promoted to Vice President. In addition to serving as a Financial Advisor, Miste served as the Registered Principal in charge of regulatory compliance and oversight for the bank’s investment program …
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Melanie Fingleton
Registered Associate & Director of Training
Melanie works closely with our clients and their employees to assist them with on-boarding, administrative affairs, and training. She is responsible for the implementation of investment recommendations, execution of transactions, and overall client account maintenance. Melanie responds quickly and efficiently to client requests to ensure they receive quality personal service. Melanie received her Bachelor of Arts from California State University (CSU), Chico …
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Jeffrey P. Ricker, CFA
Investment Strategist
Jeff Ricker has over 35 years of experience in quantitative investment management and research. His experience spans the complete investment process from research to portfolio management and trading for large institutional investors. Jeff’s investment research has focused on valuation models for forecasting worldwide stock market returns. Jeff graduated from Vanderbilt University with a degree in Economics and followed that up with an MBA specializing in Finance and Accounting …
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