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Courtney McKenna

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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Newtown, United States

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