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 with five years of industry experience currently working at Altfest Personal Wealth Management in New York, NY. Her career includes continuous roles at Altfest since 2018 and prior experience at OPMI Business School and Whitewood Group Inc. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm employs a range of analytical techniques and offers discretionary portfolio management and fiduciary services, including education and customized financial planning.

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 licensed advisor with 14 years of industry experience. He has been with Altfest Personal Wealth Management since 2016, working as part of a 19-advisor team in New York, NY. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and oversees pooled investment vehicles for individuals, retirement plans, trusts, corporations, private funds, and other entities. The firm emphasizes discretionary portfolio management guided by an investment committee and offers fiduciary services for retirement plans alongside client education programs.

Christian Di Russo is a financial advisor with Altfest Personal Wealth Management in New York, NY. He holds the CFP®, ChFC®, and Series 66 designations and has over five years of industry experience, including prior roles at Withum Smith + Brown, PC and KPMG. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm emphasizes discretionary wealth and portfolio management supported by an investment committee and offers retirement-plan fiduciary services alongside participant education programs.

Ting Wang is a CFP® professional with one year of industry experience, currently serving at Altfest Personal Wealth Management. Prior to joining Altfest, Wang worked at SLP Wealth and held roles at Boston University, Student Loan Planner, and Avenues The World School. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles for a diverse client base including individuals, retirement plans, and private funds. The firm employs individualized investment policies, ongoing monitoring, and portfolio rebalancing, and offers fiduciary services and participant education for retirement-plan clients.

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.

Palak Forbes is a Series 65-licensed advisor at Altfest Personal Wealth Management in New York, NY, with one year of industry experience. Prior to joining Altfest in 2026, Forbes worked at Audacy and The New York Times Company. Altfest provides investment management, financial planning, ERISA fiduciary services, and manages pooled investment vehicles for individuals, retirement plans, trusts, corporations, private funds, and other business entities. The firm employs a combination of fundamental, technical, and cyclical analysis guided by an investment committee and offers tailored financial plans and fiduciary retirement-plan services.

Ekta Patel is a CFP® with 19 years of experience in the financial industry. She has been with Altfest Personal Wealth Management since 2014 and currently works at the firm's Columbia, SC office. Altfest provides investment management, financial planning, ERISA fiduciary services, and manages pooled investment vehicles for a diverse client base including individuals, retirement plans, trusts, corporations, and private funds. The firm employs a range of analytical approaches under investment committee oversight to develop tailored investment policies and asset allocation strategies.

Eric Nelson is a CFP® with 36 years of industry experience and currently serves at Altfest Personal Wealth Management. He has previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC from 2018 to 2022. Altfest Personal Wealth Management offers investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to a diverse client base including individuals, retirement plans, and private funds. The firm employs a disciplined investment process combining fundamental, technical, and cyclical analysis and provides retirement-plan fiduciary services alongside participant education programs.

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.

Tara Korkus is a CFP® professional at Altfest Personal Wealth Management with six years of industry experience. She previously worked at JJ Burns & Company and spent four years at the University of Delaware. Altfest Personal Wealth Management serves individuals, retirement plans, trusts, corporations, and private funds by providing investment management, financial planning, and ERISA fiduciary services. The firm employs fundamental, technical, and cyclical analysis to develop individualized investment policies, offering discretionary portfolio management and fiduciary services for retirement plans.

Courtney Mckenna is a CFP® with 27 years of industry experience, currently serving at Altfest Personal Wealth Management since 2022. Prior to joining Altfest, she worked at Iam Capital Corporation and Iridian Asset Management LLC. Altfest Personal Wealth Management provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to a diverse client base including individuals, retirement plans, and private funds. The firm employs a disciplined investment approach involving fundamental, technical, and cyclical analysis, along with ongoing monitoring and portfolio rebalancing under an investment committee.

Lewis Altfest is a financial advisor at Altfest Personal Wealth Management in New York, NY, holding the CFP®, CFA®, and PFS™ designations with 14 years of industry experience. He has worked at Altfest Personal Wealth Management since 2009 and previously had a long tenure at Pace University from 1984 to 2020. 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 with a focus on client objectives, asset allocation, and tax considerations. Additionally, the firm sponsors and advises private pooled vehicles, including alternative and real estate funds.

Filip Wolfe is a CFP® with 18 years of industry experience, currently serving at Altfest Personal Wealth Management since 2005. He is based in New York, NY, and holds the 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 on an individualized basis with continuous supervision guided by client objectives and tax considerations.