Altman Advisors

Ryan Safko is a CFP® professional with eight years of experience in financial advising. He is currently with Altman Advisors, where he has worked since 2022. His prior experience includes roles at Briaud Financial Advisors, UBS Financial Services, Bank of America, and Merrill Lynch. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a fundamental analysis and strategic asset allocation approach, offering a range of investment instruments and managing approximately $427.9 million in discretionary assets.

Benjamin Altman is a financial advisor at Altman Advisors in Chicago, IL, with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2004 to 2016. Since 2016, he has served as Chief Executive Officer and Senior Portfolio Manager at Altman Advisors. Altman Advisors provides discretionary portfolio management and financial planning services for individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages approximately $427.9 million in discretionary assets and emphasizes fundamental analysis and strategic asset allocation across a broad range of investment instruments.

Philip Gordon is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Altman Advisors, he spent over two decades at Utah Valley University. Outside of his advisory role, he operates a short-term rental business in Denver through Pretty Big Orange, LLC. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, offering a broad range of investment instruments and a wrap fee program that absorbs transaction costs.

Michael Santarelli is a financial advisor at Altman Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 19 years at PPM America, Inc. Outside of his advisory role, he is a general partner at SCV Capital, LLC, where he participates in small cap value and large cap core public equity investments. Altman Advisors provides discretionary portfolio management and standalone financial planning services for individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, offering a broad range of investment instruments and managing approximately $427.9 million in discretionary assets.

George Rudawski is a CFA® charterholder with Series 63 and Series 65 licenses and has three years of industry experience. He has worked at Altman Advisors since 2022, following roles at Fitch Ratings and Aviva Investors. Altman Advisors offers discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing a broad range of investment instruments and maintaining portfolios with regular monitoring and rebalancing.

Amy Weigand is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial services industry. She currently works at Altman Advisors, a team-based firm in Chicago, where she has been since 2025. Prior to this, she held roles at VCI Wealth Management LLC, AE Wealth Management, FEFA Asset Management, and Wells Fargo Clearing Services. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages approximately $427.9 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach across a broad range of investment instruments.

Ethan Goff is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 65 designation with nine years of industry experience. He previously worked at Carson Partners and CLS Investments, LLC before joining Altman Advisors in 2021. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, offering a broad range of investment instruments including mutual funds, ETFs, structured products, and cryptocurrency products.