Benjamin Altman is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 66 designation with 22 years of industry experience. He has been with Altman Advisors since 2016 and also maintains a role at Purshe Kaplan Sterling Investments. Altman Advisors provides discretionary portfolio management and investment consulting services to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis, strategic asset allocation, and utilizes quarterly monitoring with both long- and short-term strategies, including the use of derivatives and alternative investment products.

Philip Gordon is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Altman Advisors, he spent over two decades at Utah Valley University. Outside of his advisory role, he operates a short-term rental business in Denver through Pretty Big Orange, LLC. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, offering a broad range of investment instruments and a wrap fee program that absorbs transaction costs.

Michael Santarelli is a financial advisor at Altman Advisors with Series 65 and Series 63 licenses and four years of industry experience. He worked at PPM America, Inc. for 19 years before joining Altman Advisors in 2021. Additionally, he serves as a general partner and investment decision maker at SCV Capital, LLC, focusing on small cap value and large cap core public equity investments. Altman Advisors provides discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis and strategic asset allocation, offering individualized account management through wrap fee family office and asset management services.

George Rudawski is a CFA® charterholder with Series 63 and Series 65 licenses and has three years of industry experience. He has worked at Altman Advisors since 2022, following roles at Fitch Ratings and Aviva Investors. Altman Advisors offers discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing a broad range of investment instruments and maintaining portfolios with regular monitoring and rebalancing.

Amy Weigand is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial services industry. She currently works at Altman Advisors, a team-based firm in Chicago, where she has been since 2025. Prior to this, she held roles at VCI Wealth Management LLC, AE Wealth Management, FEFA Asset Management, and Wells Fargo Clearing Services. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages approximately $427.9 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach across a broad range of investment instruments.