Altar Rock

Craig Blackwell is a CFA® charterholder with 10 years of industry experience. He is currently affiliated with Altar Rock, where he also leads research and operations through Altar Rock LLC. Prior to this, he spent 15 years at Fidelity Investments. Blackwell is involved in insurance-related investment activities, including private placement life insurance and variable annuity products. Altar Rock serves high-net-worth, accredited, and qualified individual clients as well as certain corporations, offering portfolio management and financial planning with a focus on tax-aware strategies and a wealth-allocation framework. The firm integrates insurance-based investment vehicles and employs a proprietary Global Path Simulator to tailor bespoke portfolios.

John Kasameyer is a CFA® charterholder with 22 years of industry experience. He is currently with Altar Rock, a team-based firm in Lexington, MA, where he has worked since 2024. His prior experience includes roles at Cresset Capital Partners and Fidelity Investments. Altar Rock serves primarily high-net-worth, accredited, and qualified individual clients as well as certain corporations, providing portfolio management and financial planning with a focus on tax-aware strategies and structural alpha. The firm integrates insurance-based investment vehicles and employs a wealth-allocation framework supported by a proprietary Global Path Simulator.

Nicholas Goode is a financial advisor at Altar Rock with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial LLC, Vantage Point Planning, LLC, and Center For Wealth Planning Advisors, Inc. Outside of his advisory role, he serves as president of Renewable Woods LLC. Altar Rock serves primarily high-net-worth, accredited, and qualified individual clients along with certain corporations, providing portfolio management and financial planning with a focus on tax-aware strategies and insurance-based investment vehicles. The firm employs a wealth-allocation framework and proprietary tools, delivering bespoke portfolios through a high-touch approach.

Archan Basu is a CFA® charterholder with 11 years of industry experience, currently serving at Altar Rock. His prior roles include positions at Cresset Asset Management and Fidelity Institutional Asset Management. Outside of his advisory work, he is involved in several community and cultural organizations, including serving on the Arts Advisory Council at Harvard’s Laxmi Mittal South Asia Institute and as a board member of the MIT South Asian Alumni Association. He also participates in local governance as a Town Meeting Member in Lexington, MA. Altar Rock primarily serves high-net-worth, accredited, and qualified individual clients as well as certain corporations, providing portfolio management and financial planning with a focus on tax-aware strategies and insurance-based investment vehicles. The firm employs a wealth-allocation framework supported by a proprietary Global Path Simulator and maintains an investment committee to tailor client portfolios across a range of asset classes.

Andrew Barnes is a financial advisor at Altar Rock with seven years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Barnes has been with Altar Rock since 2020. Altar Rock serves primarily high-net-worth, accredited, and qualified individual clients as well as certain corporations, providing portfolio management and financial planning. The firm’s investment approach focuses on tax-aware planning and structural alpha, utilizing a wealth-allocation framework and a proprietary Global Path Simulator to tailor portfolios across various strategies.