Altfest Personal Wealth Management

Description

Address: 445 Park Ave 6th floor, New York, NY 10022 Phone: (212) 406-0850Website: : Hours: Place name: : : : : Category: : Website: http://www.altfest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Altfest Personal Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews

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Altfest Personal Wealth Management Employees

Employee
Years
Job
Industry
Guanyu (Adrian) Kang Guanyu (Adrian) Kang New York, New York Details
Guanyu (Adrian) Kang's Altfest Personal Wealth Management Experience June 2014 - December 2014
Job Quantitative Analyst at CRISIL Global Research & Analytics
Industry Financial Services
Experience
CRISIL Global Research & Analytics  February 2015 - Present
Altfest Personal Wealth Management   June 2014 - December 2014
S&P Capital IQ  September 2013 - May 2014
Millennium Capital Group   September 2013 - November 2013
HSBC  June 2012 - August 2012

Skills
Research, Data Mining, Financial Modeling, Financial Analysis, Business Strategy, Data Analysis, Economics, Statistics

Education
Columbia University in the City of New York   2013 — 2014
Master of Science (M.Sc.), Management Science& Engineering

Peking University   2009 — 2013
Bachelor of Science (B.Sc.), Applied Chemistry

Melissa Einberg, CFP® Melissa Einberg, CFP® Northampton, Massachusetts Details
Melissa Einberg, CFP®'s Altfest Personal Wealth Management Experience February 2012 - January 2013
Job Financial Advisor at GageWiley & Co., Inc.
Industry Financial Services
Experience
Gage-Wiley & Co., Inc.   December 2014 - Present
Self - Employed  February 2014 - December 2014
Altfest Personal Wealth Management   February 2012 - January 2013
Sensible Financial Planning   January 2008 - February 2012
Polar capital group   October 2007 - November 2007
The Associated Press  June 2004 - May 2007
The Associated Press  1995 - 2004

Skills
Strategy, Asset Allocation, Editing, Retirement, Strategic Financial..., Portfolio Management, Risk Management, Research, Financial Advisory, Estate Planning, Fixed Income, Social Media, Investment Management, Wealth Management, Certified Financial..., Finance, Retirement Planning, Investments, Newspaper, Asset Management, Financial Analysis, Investment Advisory, Investment Strategies, Financial Planning

Education
Harvard Extension School   2009 — 2014
ALM, Finance, 3.94

Boston University   2007 — 2008
CFP, Financial Planning

New York University   1998 — 2001
Securities Analysis

Brandeis University   1982 — 1986
BA, Economics

Rajdeep Sandhu Rajdeep Sandhu Reading, Pennsylvania Area Details
Rajdeep Sandhu's Altfest Personal Wealth Management Experience June 2009 - September 2009
Job Customer Onboarding Specialist at Penske Corporate
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing  November 2014 - Present
Penske Truck Leasing  September 2012 - November 2014
Arjay Telecom  April 2011 - September 2012
Hampton Ridge Healthcare and Rehabilitation Center   January 2010 - December 2010
Altfest Personal Wealth Management   June 2009 - September 2009
Genesis HealthCare  December 2006 - September 2007

Skills
Microsoft Word, Sales, Leadership, Marketing, Customer Service, Research, Teamwork, Microsoft Excel, Strategic Planning, Time Management, Outlook, Forecasting, Microsoft Office

Education
Pace University   2006 — 2011
BBA, Marketing and Finance

Reza Rezvi Reza Rezvi Greater New York City Area Details
Reza Rezvi's Altfest Personal Wealth Management Experience September 2014 - Present
Job Client Relations & Marketing Associate at Altfest Personal Wealth Management
Industry Marketing and Advertising
Experience
Altfest Personal Wealth Management   September 2014 - Present
WeiserMazars LLP  January 2014 - August 2014
St Mary's University College  April 2012 - April 2013
Elite Associates  December 2010 - January 2012

Skills
Accounting, Microsoft Office, Agresso, People Skills, Interpersonal..., Problem Solving, Team-oriented, Time Management, Project Management, Written & Oral..., Sales, Customer Service, Entrepreneurship, Small Business, Written & Verbal..., Emotional Intelligence, Adaptability, Adaptive Leadership, Experiential Learning, Luxury Goods, Event Planning, Teamwork

Education
Hult International Business School   2012 — 2013
Master's degree, International Business

University of Greenwich   2008 — 2011
BA (HONS.), Business Management, 2:1

Colin Drake Colin Drake San Francisco Bay Area Details
Colin Drake's Altfest Personal Wealth Management Experience 1998 - 2001
Job Your Guy at Drake Wealth Management
Industry Financial Services
Experience
Drake Wealth Management   September 2011 - Present
Private Ocean Wealth Management  September 2001 - May 2010
Altfest Personal Wealth Management   1998 - 2001

Skills
Comprehensive Wealth..., Coaching, Portfolio Management, Estate Planning, Insurance, Lifestyle Coaching, Wellbeing, Wealth Management..., Wealth Management, Wealth, Financial Advisory, Investments, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Banking, Financial Services, Asset Management, Entrepreneurship, Start-ups, Personal Financial..., Financial Modeling, Corporate Development, Personal Finance, Risk Management, Finance, Strategy, Equity Research, Financial Planners, Succession Planning, Financial Analysis, Small Business, Retirement, Valuation, Executive Coaching, Capital Markets, Mutual Funds, Equities, Emerging Markets, Management Consulting, Investment Management, Hedge Funds, Private Equity, Due Diligence, Retirement Planning, Investment Strategies, Alternative Investments, High Net Worth..., Securities

Education
College for Financial Planning   1995 — 1996
Certified Financial Planner Certification, Comprehensive Financial Planning

Middlebury College   1987 — 1991
BA, Psychology

Tom Fredrickson, CFP® Tom Fredrickson, CFP® Brooklyn, New York Details
Tom Fredrickson, CFP®'s Altfest Personal Wealth Management Experience January 2008 - September 2012
Job Financial Advisor at Fredrickson Financial Planning, Office of Garrett Investment Advisors, LLC
Industry Financial Services
Experience
Fredrickson Financial Planning   October 2012 - Present
New York City Family Justice Center - Manhattan   September 2013 - May 2015
Altfest Personal Wealth Management   January 2008 - September 2012
Crain's New York Business  November 2000 - January 2008
Financial Planning Association of New York   2007 - 2008
Daily Press  1997 - 2000
Minneapolis/St. Paul CitiBusiness   1993 - 1997

Skills
Holistic Financial..., College Savings Plans, Retirement Planning, Investment Management, Investments, Strategic Financial..., Mutual Funds, Retirement, Investment Advisory, Financial Advisory, Wealth Management

Education
Boston University   2006 — 2007
Certificate in Financial Planning, Financial Planning

Evanston Township High School

Northwestern University
BA, MSJ, English, Journalism

Hongliang Liu Hongliang Liu Greater New York City Area Details
Hongliang Liu's Altfest Personal Wealth Management Experience May 2010 - October 2010
Job Student at New York University
Industry Financial Services
Experience
New York University  September 2009 - Present
Goldman Sachs  June 2014 - August 2014
Altfest Personal Wealth Management   May 2010 - October 2010

Skills
Programming, Matlab, Analysis, C, C++, python, java, Solving PDEs by...

Education
New York University   2009 — 2014

Tsinghua University   2007 — 2009
MS, Physics

Tsinghua University   2003 — 2007
BS, Physics

Ferdous Ahmed Ferdous Ahmed Greater New York City Area Details
Ferdous Ahmed's Altfest Personal Wealth Management Experience October 2012 - May 2013
Job Purchasing Manager at Innovative Labs, LLC
Industry Financial Services
Experience
Innovative Labs, LLC   March 2014 - Present
Altfest Personal Wealth Management   October 2012 - May 2013
New York Life Insurance Company  June 2011 - February 2012
British American Tobacco  March 2008 - March 2010

Skills
Corporate Finance, Financial Analysis, Financial Accounting, Risk Management, Market Research, Financial Modeling, Valuation, Strategic Financial..., Forecasting, Portfolio Management, Analysis

Education
City University of New York-Baruch College - Zicklin School of Business   2011 — 2013
Masters of Business Administration, Finance and International Business

University of Dhaka, Institute of Business Administration   2004 — 2008
Bachelor of Business Administration, Marketing

Kelly Metzler Kelly Metzler New York, New York Details
Kelly Metzler's Altfest Personal Wealth Management Experience February 2014 - Present
Job Financial Advisor at Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management   February 2014 - Present
Altfest Personal Wealth Management   June 2013 - February 2014
Bank of America Merrill Lynch  July 2011 - May 2013

Education
University of California, Berkeley   2007 — 2011
Bachelor of Arts (BA), Chemistry

Zachary (Zhaoxuan) Sun Zachary (Zhaoxuan) Sun New York, New York Details
Zachary (Zhaoxuan) Sun's Altfest Personal Wealth Management Experience July 2013 - December 2013
Job Associate at KPMG US
Industry Financial Services
Experience
KPMG US  September 2015 - Present
TD Asset Management USA   July 2014 - May 2015
Columbia University in the City of New York  September 2013 - May 2014
Altfest Personal Wealth Management   July 2013 - December 2013
China Construction Bank  March 2012 - May 2012

Skills
SAS, Eviews, R, Bloomberg Terminal, Bloomberg, C++, Stata, Economics, Matlab, Microsoft Office

Education
Columbia University in the City of New York   2013 — 2014
Master of Science (M.S.), Operations Research, 3.88

New York University, School of Engineering   2012 — 2012
Master, Financial Engineering, 4.0

Peking University   2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.61

Peking University   2010 — 2012
Bachelor of Science, Statistics, 3.37

University of California, Berkeley   2011 — 2011
Summer School, International Trade

Brett N. Fry, CFP® Brett N. Fry, CFP® Purchase, New York Details
Brett N. Fry, CFP®'s Altfest Personal Wealth Management Experience January 2014 - July 2014
Job Wealth Advisor at Forteris Wealth Management
Industry Financial Services
Experience
Forteris Wealth Management   August 2014 - Present
Altfest Personal Wealth Management   January 2014 - July 2014
Altfest Personal Wealth Management   December 2012 - January 2014
Blake Cooper Financial Strategies   October 2010 - November 2012

Education
Texas Tech University   2010 — 2012
Masters, Personal Financial Planning

Texas Tech University - Rawls College of Business   2010 — 2012
Masters, Finance

Stephen F. Austin State University   2006 — 2010
Bachelor of Science, Business Administration; Finance

Oktay Veliev, CFA Oktay Veliev, CFA Greater New York City Area Details
Oktay Veliev, CFA's Altfest Personal Wealth Management Experience May 2004 - February 2006
Job
Industry Capital Markets
Experience
Moody's  July 2008 - Present
Moody's  June 2006 - June 2008
Altfest Personal Wealth Management   May 2004 - February 2006

Skills
Financial Modeling, Fixed Income, Valuation, Financial Risk..., Structured Finance, Credit Analysis, Alternative Investments, Research, Securitization, Credit Risk, Investments, Bonds, Portfolio Management, Financial Markets, Asset Allocation, Equity Research, Due Diligence, Hedge Funds, Corporate Finance, Bloomberg, FX Options, Commodity

Education
Pace University - Lubin School of Business
MBA

Sofia Institute of Technology
BS

Hu Zheng Hu Zheng Greater New York City Area Details
Hu Zheng's Altfest Personal Wealth Management Experience March 2013 - May 2013
Job Business analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  November 2013 - Present
Altfest Personal Wealth Management   March 2013 - May 2013
Shenyin & Wanguo Securities   February 2011 - June 2011
Shanghai Wanti Fitness Equipment   2007 - 2010

Education
Pace University - Lubin School of Business   2011 — 2013
Master's degree, Finance and Investment, GPA: 3.79

Shanghai University   2007 — 2011
Bachelor's degree, Finance, GPA: 3.34

Mili Thaker Mili Thaker Charlotte, North Carolina Details
Mili Thaker's Altfest Personal Wealth Management Experience June 2013 - January 2014
Job Global Account Manager & Market Segment Manager
Industry Marketing and Advertising
Experience
Altfest Personal Wealth Management   June 2013 - January 2014
Global Experiences  April 2011 - June 2013
Cision  May 2009 - June 2010
The Junior League of the City of New York  January 2009 - May 2009
Brown Brothers Harriman  October 2006 - June 2007
Fathers & Families   February 2005 - May 2005

Skills
Social Media, Event Planning, Public Relations, Media Relations, Press Releases, Blogging, Research, Editing, Social Media Marketing, PowerPoint, Fundraising, Italian, French, Community Outreach, Advertising, Social Networking, SEO, Creative Writing, InDesign, Digital Media, Proofreading, Volunteer Management, Microsoft Office, Copy Editing, Digital Marketing, Strategic Communications, Marketing, Microsoft Excel, Cision, Corporate Communications, Internal Communications, Marketing Communications, Marketing Strategy, Non-profits, Facebook, Online Advertising, Publicity, Dreamweaver, Journalism, Online Marketing, Leadership, Spanish, Market Research, Public Speaking, New Media, Photoshop, Copywriting, Email Marketing, Event Management, Microsoft Word

Education
City University of New York-Baruch College - Zicklin School of Business   2012 — 2015
Master of Business Administration (MBA), Marketing and Management

The American University of Rome   2006 — 2006
Study Abroad, International Marketing, Italian

Boston University   2003 — 2005
BS, Public Relations, Advertising, and Applied Communication

University of South Carolina-Columbia   2001 — 2003
BS, Public Relations

Agnes Xiaoqian Gui Agnes Xiaoqian Gui Greater New York City Area Details
Agnes Xiaoqian Gui's Altfest Personal Wealth Management Experience July 2013 - August 2013
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   May 2015 - Present
KPMG US  January 2014 - May 2015
Altfest Personal Wealth Management   July 2013 - August 2013
Tanaka Capital   2012 - 2013
CICC  2012 - 2012
CICC  2011 - 2011
BNY Mellon  April 2010 - June 2010

Skills
Microsoft SQL Server, Quantitative Finance, Equity Research, Valuation, Financial Modeling, Time Series Analysis, Portfolio Management, Matlab, Bloomberg Terminal, C++, Mandarin, Econometrics, VBA, Securities, Asset Management, Statistical Data..., Access, LaTeX, R

Education
Columbia University in the City of New York   2012 — 2013
Master's Degree, Operations Research, concentrating on Financial Applications, 3.90/4.00

Georgetown University   2010 — 2010
Finance, General, 4.00/4.00

Renmin University of China   2006 — 2010
Bachelor's Degree, Finance, Applied Mathematics(Second-degree), 3.67/4.00

Daniel Duca, CFP® Daniel Duca, CFP® Greater New York City Area Details
Daniel Duca, CFP®'s Altfest Personal Wealth Management Experience 2013 - Present
Job Managing Advisor
Industry Investment Management
Experience
Altfest Personal Wealth Management   2013 - Present
AMG National Trust Bank  2007 - 2013
AIG  2007 - 2007
Citigroup  June 2005 - August 2005

Education
Villanova University
BS, Finance

John Cabot University - Rome, Italy

Fairleigh Dickinson University
Financial Planning Program

Maria Simon Maria Simon Atlanta, Georgia Details
Maria Simon's Altfest Personal Wealth Management Experience 2004 - 2006
Job Client Segment Marketing Manager at eVestment
Industry Investment Management
Experience
eVestment  September 2015 - Present
LocalTapiola Asset Management   February 2007 - September 2015
Altfest Personal Wealth Management   2004 - 2006
Pace University Athletics Department   2002 - 2004
KONE Corporation  1999 - 2000

Skills
Customer Relations, B2B, Event Management, Asset Management, International Business, Investments, Project Management, Asset Managment, Customer Service, Management, Marketing, Leadership, New Business Development, Marketing Strategy, Training, CRM, Budgets, Business Strategy, Strategy, Marketing Communications

Education
Pace University   2000 — 2004
MBA

Bradley University   1998 — 2000

Gymnasiet Svenska Normallyceum   1993 — 1997
Baccalaureate

Helsinge skola

Katie Chan Katie Chan San Francisco, California Details
Katie Chan's Altfest Personal Wealth Management Experience May 2010 - June 2011
Job Doordash
Industry Internet
Experience
DoorDash  April 2015 - Present
Shocase  June 2013 - April 2015
Mentorzen  August 2013 - May 2014
Tinder  June 2013 - August 2013
LGT Capital Partners  July 2011 - December 2012
Inigral   June 2012 - August 2012
Altfest Personal Wealth Management   May 2010 - June 2011
Merrill Lynch  June 2008 - August 2008

Skills
Online Advertising, Research, Strategic Partnerships, HTML, Finance, Financial Modeling, Valuation, Entrepreneurship, Marketing, Management, Market Research, Business Development, Data Analysis, Bloomberg, Strategy

Education
Columbia University in the City of New York
Barnard College, Economics

Barnard College
BA, Economics, Minors: Art History; Spanish

Millburn High School

Christian Maier, CFA , CPA Christian Maier, CFA , CPA Miami/Fort Lauderdale Area Details
Christian Maier, CFA , CPA's Altfest Personal Wealth Management Experience May 2003 - August 2003
Job Senior Manager at EY
Industry Management Consulting
Experience
EY  June 2015 - Present
American Appraisal Associates  November 2012 - July 2014
PwC  October 2006 - November 2012
Sugar Free Swimwear LLC   January 2009 - May 2012
E&Y  August 2004 - October 2006
Altfest Personal Wealth Management   May 2003 - August 2003
Dr. Grewe & Partner LLP   November 2000 - November 2002

Skills
Financial Reporting, Accounting, Business Valuation, Financial Modeling, Business Strategy, M&A analysis, Tax Advisory, Corporate Finance, Valuation, Private Equity, Tax, Due Diligence, Financial Analysis, Mergers, Capital Markets, IFRS, M&A experience, Investment Banking, US GAAP, IPO, Strategic Financial..., SEC filings, Project Finance, DCF, Finance, Equity Valuation, Purchase Price..., Investments, Corporate Development, Mergers & Acquisitions, Internal Controls, Financial Planning, Management, Auditing, Sarbanes-Oxley Act

Education
Fundação Getulio Vargas   2012 — 2012
Mergers & Acquisitions

Pace University, New York   2003 — 2004
MBA, Finance

Saarland University, Germany   1994 — 2000
Master in Business Administration (Diplom Kaufmann), Operations, Accounting, Tax

Qingling (Belinda) Hu Qingling (Belinda) Hu Greater New York City Area Details
Qingling (Belinda) Hu's Altfest Personal Wealth Management Experience June 2013 - May 2014
Job Entrepreneur
Industry Investment Management
Experience
PKU Founder Commodities Group Co. Ltd.,   July 2014 - Present
Altfest Personal Wealth Management   June 2013 - May 2014
Pace University  May 2011 - May 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML

Education
Pace University   2011 — 2014
Master's degree, investment management

Pace University   2012 — 2013
MS, Investment Management

Mallory Conder Mallory Conder New York, New York Details
Mallory Conder's Altfest Personal Wealth Management Experience September 2013 - May 2014
Job Sales Coordinator at Penguin Random House
Industry Publishing
Experience
Penguin Random House  July 2015 - Present
Penguin Random House Speakers Bureau   May 2014 - July 2015
Altfest Personal Wealth Management   September 2013 - May 2014
1966: A Journal of Creative Non-Fiction   August 2012 - October 2013
KGBTexas Public Relations / Advertising  February 2013 - May 2013

Skills
Copy Editing, Creative Writing, Social Media, Social Media Marketing, InDesign, Research, WordPress, Microsoft Office, Digital Media, Digital Marketing, Facebook, Editing, Copywriting, Publishing, Social Networking, Editorial

Education
NYU   2013 — 2015
Master’s Degree, Publishing

Trinity University   2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies, International Studies, Creative Writing, Spanish

Loretta Luo Loretta Luo Greater New York City Area Details
Loretta Luo's Altfest Personal Wealth Management Experience October 2011 - August 2013
Job Marketing Associate
Industry Marketing and Advertising
Experience
Altfest Personal Wealth Management   October 2011 - August 2013
Sarowitz Milito & Co.   February 2010 - October 2011
L'Occitane en Provence  December 2008 - August 2009

Skills
Microsoft Office, PowerPoint, Outlook, Time Management, InDesign, Marketing Strategy, Lead Generation, Market Research, Newsletters, Client Relations Skills, Award Submissions, Cross-functional..., Event Management, Project Management, Proofreading, MailChimp, Social Media Marketing, Marketing Communications, Graphics, Event Planning

Education
City University of New York-Baruch College - Zicklin School of Business   2011 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Claude H. Collins Claude H. Collins New York, New York Details
Claude H. Collins's Altfest Personal Wealth Management Experience March 2007 - December 2010
Job Wealth Management, Financial Planning, Private Banking and Healthcare
Industry Financial Services
Experience
Aegis Global Communications / United Healthcare - Medicare Campaign   August 2013 - December 2013
Altfest Personal Wealth Management   March 2007 - December 2010
Financial Planning Association (FPA)   February 2004 - June 2006
H & R Block  September 2003 - March 2004
JPMorgan Chase  January 1991 - May 2001
Manufacturers Hanover Trust Company  January 1981 - January 1991

Skills
Wealth Management, Private Banking, Relationship Management, Client Development, Marketing, Client Relations Skills, Customer Service, Personal Financial..., Healthcare, Health Insurance, TeleSales, Medicare, Medicare Advantage, Medicare Part D, Medicare Prescription..., Project Management, Financial Analysis, Event Planning, Strategic Planning, Negotiation, Credit Management, Credit, Mortgage Underwriting, Tax Preparation, Non-profit Volunteer, Volunteering, Microsoft Office, Microsoft Excel, PowerPoint

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Banking and Finance

Hunter College
M.S, Counseling Education

University of Southwestern Louisiana
B.S, Psychology

Brenna McLoughlin Brenna McLoughlin New York, New York Details
Brenna McLoughlin's Altfest Personal Wealth Management Experience March 2014 - April 2015
Job Wealth Management Analyst at Wealthstream Advisors
Industry Financial Services
Experience
Wealthstream Advisors   April 2015 - Present
Altfest Personal Wealth Management   March 2014 - April 2015
GreeNow Productions LLC   June 2009 - February 2014
French Accents: At Home with Parisian Objects and Details, By Erin Swift   November 2011 - March 2012
Elegant Bride/Conde Nast   2002 - 2009

Education
Duke University   1997 — 2001
Bachelor's Degree, Biological Anthropology and Anatomy; English

New York University   2013 — 2013
Certificate in Financial Planning

Columbia University - Graduate School of Journalism   2001 — 2001
Certificate, Columbia Publishing Course

St. Anthony's High School, South Huntington, NY   1993 — 1997

Ross Wolfe, CFP® Ross Wolfe, CFP® Greater New York City Area Details
Ross Wolfe, CFP®'s Altfest Personal Wealth Management Experience June 2005 - Present
Job Wealth Management | Financial Planning
Industry Financial Services
Experience
Altfest Personal Wealth Management   June 2005 - Present

Education
Fordham University
Master of Business Administration (MBA), Finance, General

Binghamton University
Bachelor of Arts (B.A.), Psychology

John Valentini John Valentini Greater New York City Area Details
John Valentini's Altfest Personal Wealth Management Experience January 2008 - Present
Job CCO, Director of Operations at Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management   January 2008 - Present

Education
Pace University   2004 — 2007

Mount St. Michael Academy   2000 — 2004
High School

Anthony Reinhart Anthony Reinhart Greater New York City Area Details
Anthony Reinhart's Altfest Personal Wealth Management Experience September 2004 - January 2010
Job Deputy Chief Of Staff at The Office of Senator Andrew J. Lanza
Industry Government Administration
Experience
The Office of Senator Andrew J. Lanza   November 2012 - Present
The Office of Senator Andrew J. Lanza   January 2010 - November 2012
Altfest Personal Wealth Management   September 2004 - January 2010

Skills
Strategic Planning, Community Outreach, Event Management, Marketing Strategy, Team Building, Organizational..., Project Management, Event Planning, Time Management, Research, Policy, Government, Nonprofits, Proposal Writing, Social Networking, Team Leadership, Public Speaking, Social Media, Social Media Marketing, Budgets, Microsoft Excel, Media Relations, Risk Management, Outlook, Microsoft Word, Strategic Communications, Newsletters, Leadership, Editing, Political Campaigns, Fundraising, Facebook, Analysis, Press Releases, Marketing Communications, Customer Service, Public Relations, Management, Politics, Microsoft Office, Policy Analysis, Program Management, Public Policy, Internal Communications, Marketing, Corporate Communications, Leadership Development, Legislative Relations, Political Consulting

Education
Pace University   2001 — 2005
Bachelor of Business Administration (BBA), Business Management and Marketing

Pace University - Lubin School of Business   2001 — 2005
BBA, Marketing, Management

St. Joseph by the Sea   1997 — 2001

St. Joseph by the Sea   1997 — 2001

Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS Greater New York City Area Details
Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS's Altfest Personal Wealth Management Experience 1983 - Present
Job CEO, Chief Investment Officer, Principal of Altfest Personal Wealth Management
Industry Investment Management
Experience
Altfest Personal Wealth Management   1983 - Present
L.J. Altfest & Co   1983 - Present

Education
Baruch College, City University of New York (CUNY)
Bachelor's, Accounting

New York University - Leonard N. Stern School of Business
MBA, Finance

The Graduate Center, City University of New York
Ph.D, Finance

Boyan Doytchinov Boyan Doytchinov Greater New York City Area Details
Boyan Doytchinov's Altfest Personal Wealth Management Experience September 2014 - Present
Job
Industry Financial Services
Experience
Altfest Personal Wealth Management   September 2014 - Present
Mark J. Snyder Financial Services, Inc.   December 2009 - August 2014
Euroins   July 2009 - July 2009
Northwestern Mutual  May 2008 - October 2008
First Investors Corporation  January 2008 - April 2008

Skills
Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Retirement Planning, Portfolio Management, Equity Research, Microsoft Excel, Economics, Investment Management, Financial Planning, Morningstar, Block Trading, Model Portfolios

Education
State University of New York at Stony Brook   2009 — 2010
MBA, Finance

State University of New York at Stony Brook   2004 — 2008
BA, Economics

Caitlin Vartain Caitlin Vartain San Francisco, California Details
Caitlin Vartain's Altfest Personal Wealth Management Experience February 2014 - June 2015
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Integrated Marketing, Branding and Public Relations   July 2015 - Present
Altfest Personal Wealth Management   February 2014 - June 2015
Ketchum  August 2013 - January 2014
Ketchum  August 2012 - August 2013
Ketchum  April 2011 - July 2012
Ketchum Public Relations  March 2010 - March 2011
Ogilvy Public Relations Worldwide  December 2009 - March 2010
Edelman  August 2009 - November 2009
Marmillion + Company   January 2009 - June 2009
Stanford University  May 2008 - August 2008

Skills
Marketing Strategy, Strategic Communications, Strategic Partnerships, New Business Development, Account Management, Budget Management, Analysis, Media Measurement, Project management, Editorial Planning, Digital Strategy, Corporate Communications, Corporate Social...

Education
The George Washington University   2005 — 2009
B.A., English, Journalism, Art History

Castilleja School   2000 — 2005
High School

Brendan Hartney Brendan Hartney Greater New York City Area Details
Brendan Hartney's Altfest Personal Wealth Management Experience February 2012 - Present
Job Investment Research and Trading at Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management   February 2012 - Present
iKindi   March 2011 - August 2011
Laidlaw & Co.   September 2008 - December 2010

Skills
Investments, Portfolio Management, Series 7, Wealth Management, Equities, Fixed Income, Asset Management, Asset Managment

Education
Pace University - Lubin School of Business   2009 — 2012
Master of Business Administration (M.B.A.), Finance

Denison University   2004 — 2008
B.A., Economics

Mitsutaka Goto Mitsutaka Goto Greater New York City Area Details
Mitsutaka Goto's Altfest Personal Wealth Management Experience 2004 - 2004
Job U.S. Equity Sales at Nomura Securities/ Fundamenal Research / Bilingual in Japanese and English
Industry Financial Services
Experience
Nomura Securities International, Inc.   September 2006 - Present
Maxim Group LLC.  January 2006 - September 2007
Altfest Personal Wealth Management   2004 - 2004

Skills
Investments, Equity Research, Equities, Hedge Funds, Financial Markets, Capital Markets, Bloomberg, Asset Allocation, Mutual Funds, Portfolio Management, Financial Modeling

Education
Pace University - Lubin School of Business   2002 — 2005
Master of Business Administration (MBA), Investments and Securities

Chuo University   1998 — 2002
Bachelor of Commerce (BCom)

Paul Pettersen, CPA/PFS, CFP Paul Pettersen, CPA/PFS, CFP Greater New York City Area Details
Paul Pettersen, CPA/PFS, CFP's Altfest Personal Wealth Management Experience January 1997 - January 2001
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  December 2003 - Present
Ernst & Young, LLP   January 2001 - December 2003
Altfest Personal Wealth Management   January 1997 - January 2001

Skills
Financial Planning, High Net Worth..., Wealth Management, Financial Advisory, Series 7, Strategic Financial...

Education
College for Financial Planning   2013 — 2015
Master of Science (M.S.), Financial Planning and Services

University at Albany   1979 — 1981
BS, Accounting

Prateeksha Sabhani Prateeksha Sabhani Greater New York City Area Details
Prateeksha Sabhani's Altfest Personal Wealth Management Experience May 2014 - September 2014
Job Strategic Finance Associate at Suneris
Industry Financial Services
Experience
Suneris  August 2015 - Present
Suneris  June 2015 - Present
Suneris  January 2015 - Present
Altfest Personal Wealth Management   May 2014 - September 2014
The Alchemists Ark Private Ltd   March 2009 - August 2012
The Alchemist Ark Ltd.   March 2009 - August 2012
Taco Hendrickson   May 2008 - July 2008

Skills
Team Management, Business Analysis, Business Development, Equity Research, Analysis, Project Management, Financial Modeling, Valuation, Forecasting, Industry Research, Finance, Blogging, Report Writing, DCF Valuation, Portfolio Management, Equity Valuation

Education
Pace University - Lubin School of Business   2013 — 2015
Master of Science (MS), Investment Management

Department of Management Sciences, Pumba, Pune University   2007 — 2009
Master of Business Administration (MBA), Finance, General

Ness Wadia College of Commerce, Pune University   2004 — 2007
Bachelor of Commerce (B.Com.), Finance, General

Ekta Patel, CFP® Ekta Patel, CFP® Greater New York City Area Details
Ekta Patel, CFP®'s Altfest Personal Wealth Management Experience September 2001 - Present
Job Director at Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management   September 2001 - Present

Skills
Wealth Management, Asset Allocation, Asset Managment, Investments, Strategic Financial..., Financial Advisory, Portfolio Management, Mutual Funds, Investment Advisory, Asset Management

Education
Pace University - Lubin School of Business   1999 — 2001
MBA, Investment Management & Information Systems

Stony Brook University   1997 — 1998
BS, Mathematics

The Maharaja Sayajirao University of Baroda   1994 — 1997
Mathematics

Vivian Tianyue Hu, MS Vivian Tianyue Hu, MS Greater New York City Area Details
Vivian Tianyue Hu, MS's Altfest Personal Wealth Management Experience June 2012 - May 2013
Job Senior Associate at Emigrant Bank
Industry Financial Services
Experience
New York Private Bank & Trust  June 2013 - Present
Altfest Personal Wealth Management   June 2012 - May 2013
Swaps Monitor Publications, Inc.   February 2012 - May 2012
quirky.com  September 2011 - December 2011
Illinois Business Consulting  February 2010 - May 2011
China Mobile  June 2008 - August 2008

Skills
Financial Modeling, Microsoft Excel, Financial Research, Trend Analysis, Portfolio Management, Data Analysis, VBA, DCF Valuation, Derivatives, Microsoft Office, Financial Analysis, Management, SQL, Analysis, Quantitative Analytics, Business Planning, Finance, Financial Planning, Trading, Equities, Financial Markets, Options, Financial Services, Wealth Management, Investment Management

Education
Pace University - Lubin School of Business   2011 — 2013
Master of Science, Finance, Investment Managment

NYU - School of Continuing and Professional Studies   2013 — 2013
Certified Financial Planning Program

University of Illinois at Urbana-Champaign   2006 — 2010
Bachelor of Science, Computer Engineering

Sarah Simon Sarah Simon Greater New York City Area Details
Sarah Simon's Altfest Personal Wealth Management Experience September 2011 - July 2012
Job Associate Advisor at LLBH Private Wealth Management LLC
Industry
Experience
LLBH Private Wealth Management LLC  January 2015 - Present
LLBH Private Wealth Management LLC  March 2014 - January 2015
LLBH Private Wealth Management LLC  September 2012 - March 2014
Altfest Personal Wealth Management   September 2011 - July 2012

Skills
Estate Planning

Education
University of North Carolina School of Law   2008 — 2011

UNC Chapel Hill   2005 — 2008
Bachelor of Arts (B.A.), Economics

Brendan McEwan Brendan McEwan Greater New York City Area Details
Brendan McEwan's Altfest Personal Wealth Management Experience April 2015 - Present
Job Financial Advisor at Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management   April 2015 - Present
HHG & Company, LLC.   June 2011 - April 2015
Putnam Equities   February 2012 - June 2012
Edward Jones  August 2011 - February 2012
Georgetown University Alumni & Student Federal Credit Union  January 2007 - May 2010
Reformation Group   June 2008 - August 2008

Education
Georgetown University - The McDonough School of Business   2006 — 2010
BS, Finance, Management

New Canaan High School   2002 — 2006

Xi (Crystal) Zhao Xi (Crystal) Zhao Greater New York City Area Details
Xi (Crystal) Zhao's Altfest Personal Wealth Management Experience October 2012 - December 2013
Job Gtaduate Student at Pace University Seeking an Entrylevel Position
Industry Financial Services
Experience
Altfest Personal Wealth Management   October 2012 - December 2013
WTS Proprietary Trading Group, LLC  July 2012 - September 2012
TPI Real Estate Investment Services Corp  January 2012 - April 2012
ASPIRE, Pace University   September 2011 - December 2011
Shenzhen Electricity Group   June 2007 - July 2007

Skills
Data Analysis, Data Entry, Bloomberg, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Finance, Financial Reporting, Bloomberg Terminal, Research, Portfolio Management, Market Research, Investments, Accounting, Analysis, Fixed Income, Equity Research, Economics

Education
Pace University - Lubin School of Business   2011 — 2013
Master of Science, Financial Management2011, 3.56

University of Mississippi   2009 — 2011
Bachelor of Arts, Economics, 3.78

Xi'an University of Finance and Economics   2006 — 2009
Bachelor of Arts, Economics 2006

Boyang Chen Boyang Chen Greater New York City Area Details
Boyang Chen's Altfest Personal Wealth Management Experience May 2012 - December 2012
Job Student at Pace University Lubin School of Business
Industry Capital Markets
Experience
Altfest Personal Wealth Management   May 2012 - December 2012
Essence Securities   January 2011 - April 2011
Consumer Group, Citi Bank(CHINA)   May 2010 - August 2010

Skills
SPSS, Bloomberg Terminal, StatTools, Potfolio Center Software, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, Corporate Finance, Financial Analysis, English, Chinese, Cantonese

Education
Pace University - Lubin School of Business   2011 — 2013
Master of Science (M.S.), Finance and Financial Management

Sun Yat-Sen University   2006 — 2010
Bachelor, Financial Management

Ning Tian Ning Tian Greater New York City Area Details
Ning Tian's Altfest Personal Wealth Management Experience April 2013 - December 2013
Job Analyst, Quantitative Analysis & Financial Analysis
Industry Investment Management
Experience
Enterprise Technology Research   August 2014 - Present
Shizoom Cash Advance Co.   August 2014 - Present
Altfest Personal Wealth Management   April 2013 - December 2013
China Life Insurance   March 2009 - June 2009
China Foundation for Poverty Alleviation  July 2008 - August 2008

Skills
Bloomberg Terminal, Data Analysis, Microsoft Excel, Portfolio Management, Bloomberg, PowerPoint, Valuation, Mandarin, Strategic Financial..., Statistics, Mutual Funds, Financial Accounting, Financial Reporting, Business Strategy, Investment Strategies, SAS Programming, VBA, Microsoft SQL Server, Access, Financial Planning, Financial Analysis

Education
Pace University   2011 — 2013
MS, Investment Management, 3.73/4.00

Beijing Technology and Business University   2006 — 2010
BE, International Economic & Trade

Gina Sirna Gina Sirna Greater New York City Area Details
Gina Sirna's Altfest Personal Wealth Management Experience May 2015 - Present
Job Associate, Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management   May 2015 - Present
JPMorgan Chase  July 2013 - May 2015
JPMorgan Chase  February 2013 - July 2013
JP Morgan Chase  July 2009 - January 2013
JP Morgan Chase  June 2008 - August 2008
Morgan Stanley Smith Barney  June 2007 - August 2007

Skills
Time Management, Highly detail oriented, Analytical Skills, Organized Multi-tasker, Customer Oriented, Finance, Microsoft Excel, PowerPoint, Microsoft Office

Education
Fordham University - Graduate School of Business Administration   2011 — 2012
Master of Business Administration (MBA), Management & Marketing, 3.93

Fordham University   2005 — 2009
Bachelor of Science (B.S.), Finance, 3.84