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Alfred F
Series 65
New York, NY
Allegory Advisory
Alfred Fortunato is the principal of Allegory Advisory, an independent advisory firm based in New York, NY. He holds a Series 65 designation and has 12 years of industry experience. Prior to founding Allegory Advisory, he held senior roles at Ernst & Young and Arthur Andersen. Allegory Advisory provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, managing approximately $34.6 million in assets across about 30 clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing asset allocation, low-cost diversified funds, tax-aware asset location, and quantitative metrics in portfolio construction.
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