Altfest Personal Wealth Management

Daniel Duca is a CFP® professional with 13 years at Altfest Personal Wealth Management and a total of 4 years of industry experience. He is based in New York, NY. Altfest Personal Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring and advising private pooled investment vehicles.

Feifei Xing is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. She has worked at Altfest since 2018, with prior roles at OPMI Business School, Whitewood Group Inc, and SunAmerica Holdings Inc. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios on an individualized basis with an active role as adviser and sponsor of several private pooled investment vehicles.

William Prendergast is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding a Series 65 designation with 20 years of industry experience. He has been with L. J. Altfest and Co., Inc. since 1993. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with individualized, primarily discretionary supervision using a combination of fundamental, technical, and cyclical analysis alongside long- and short-term strategies.

Karen Altfest is a CFP® professional with 13 years of industry experience. She has been with Altfest Personal Wealth Management since 2009. Altfest Personal Wealth Management serves individual clients across wealth levels, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with a combination of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Eric Walter is a financial advisor at Altfest Personal Wealth Management in New York, NY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for 19 years. His background also includes a brief tenure with the Pascack Valley Regional High School District. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring private pooled investment vehicles.

Andrew Laskaris is a CFP® and CFA® with four years of industry experience. He has worked at Altfest Personal Wealth Management since 2018, including a prior role at Willis Towers Watson. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning with an individualized approach, and is notable for its active role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Steven Novack is a CFP® professional at Altfest Personal Wealth Management with four years of industry experience. He has been with Altfest since 2018 and previously worked as a financial services consultant from 2016 to 2018. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios with individualized strategies that incorporate fundamental, technical, and cyclical analysis, and sponsors several private pooled investment vehicles.

David Kressner is a CFP®, CFA®, and Series 63 credentialed advisor with 13 years of industry experience. He has been with Altfest Personal Wealth Management since 2016, following a brief tenure at Lexicon Capital. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with continuous supervision based on client objectives and employing a mix of fundamental, technical, and cyclical analysis.

Christian Di Russo is a financial advisor at Altfest Personal Wealth Management with certifications including CFP® and ChFC®, and holds a Series 66 license. He has two years of industry experience and previously worked at Withum Smith + Brown, PC, KPMG, and spent four years at Villanova University. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Ting Wang is a CFP® professional with one year of industry experience, currently serving as an advisor at Altfest Personal Wealth Management. Prior to joining Altfest, Wang held roles at SLP Wealth, Boston University, Student Loan Planner, and Avenues The World School. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management and financial planning, managing portfolios on an individualized basis with strategies informed by fundamental, technical, and cyclical analysis.

Andrew Altfest is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He is currently with Altfest Personal Wealth Management, where he has worked since 2009. Prior to that, he was with LTFEST Personal Wealth Management. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios on an individualized basis using fundamental, technical, and cyclical analysis alongside both long- and short-term strategies. It is also notable for its role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Jenna Egan is a CFP® and Series 66 licensed advisor with three years of industry experience. She is currently with Altfest Personal Wealth Management, having joined in 2024, and previously worked at The Vanguard Group and Benchmark Financial. Outside of finance, her background includes roles in sports development and hospitality. Altfest Personal Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios with a focus on client objectives, asset allocation, and tax considerations, and is notable for its active role as a private fund adviser and sponsor of multiple pooled investment vehicles.

Ekta Patel is a CFP® and holds a Series 65 license with 18 years of industry experience. She has worked at Altfest Personal Wealth Management since 2014. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and private funds. The firm provides discretionary investment management and financial planning, employing a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, and is also active as an adviser and sponsor of private pooled investment vehicles.

Eric Nelson is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is currently with Altfest Personal Wealth Management, where he has worked since 2022. His prior experience includes roles at the Prudential Insurance Company of America and PRUCO Securities, LLC. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers discretionary investment management and financial planning, managing portfolios with a focus on individualized strategies that incorporate fundamental, technical, and cyclical analysis.

Juan Gonzalez is a financial advisor at Altfest Personal Wealth Management with one year of industry experience. He previously worked at Oak Street Funding for three years and Opes Consulting, Inc for six years. Gonzalez holds a Series 65 designation. Altfest Personal Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers discretionary investment management, financial planning, and ERISA fiduciary services, managing portfolios individually with a focus on client objectives, asset allocation, and tax considerations, while also sponsoring and advising several private pooled investment vehicles.