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Alina F
CFA®, Series 63
New York, NY
Contessa Capital
Alina Fisch is a CFA charterholder and holds a Series 63 license, with 30 years of experience in the financial industry. She is the sole advisor at Contessa Capital, an independent advisory firm she has led since 2022. Prior to this, she worked at Park Avenue Securities, Guardian Life Insurance Company, and Propellr Securities LLC. Outside of her advisory role, she contributes a series titled “How To Stay Rich” to the online magazine The Digital Party. Contessa Capital serves individual clients by providing tailored investment management and financial planning services through standalone planning, a one-year financial fitness program, or a combined management and planning engagement. The firm employs a strategic asset allocation approach using both passive and active investment vehicles, incorporating fundamental, technical, and cyclical analyses within a Modern Portfolio Theory framework.
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