Altfest Personal Wealth Management
Courtney McKenna is an experienced financial professional currently serving as a Financial Planning Specialist at Altfest Personal Wealth Management since February 2022, where responsibilities include providing investment analysis and implementing large-scale portfolio changes. Prior to this role, Courtney held the position of Vice President, Senior Equity Trader at Iridian Asset Management from July 1996 to December 2021, managing $14 billion in portfolios and utilizing advanced trading strategies to maximize profits. Additional experience includes a role as an Equity Trader for Arnhold and S. Bleichroeder Advisers and positions at Lehman Brothers, where Courtney supported institutional equity sales initiatives. Academic credentials include a Master of Business Administration in Finance and Management from the University of Connecticut and a Bachelor of Arts in Liberal Arts and Sciences from Sarah Lawrence College.
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Altfest Personal Wealth Management
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.