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ArticleFirm Leaders Panel at the Altfest Annual Event

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On Wednesday, June 5, 2019, Altfest welcomed clients to the Princeton Club of New York for our 36th Annual Event.

The evening’s conversation opened with the Altfest Firm Leaders Panel. Director Mike Prendergast, CFP®, MBA, discussed Altfest’s comprehensive financial planning, and how our advisors help strengthen all areas of our clients’ personal finances, while Director Ekta Patel, CFP®, MBA, emphasized the value of an Altfest advisor’s personal touch and how the firm’s user-friendly technology allows for more engaged clients. Investment strategist Mayukh Poddar, MBA, MS, discussed how Altfest manages risk in portfolios, as well as how Altfest’s differentiation can add value to your investments, and President Andrew Altfest, CFP®, MBA, brought forward his insight to estate planning, integration, and the ways Altfest helps clients secure their retirement. Check out the panel discussion below.

Interested in the other discussion from this year’s Annual Event? Click here to check out Keynote Speaker, Stuart Mackintosh.

 

This content reflects the opinions of Altfest Personal Wealth Management and our associates, and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as legal, tax or investment advice, or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.

Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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