Firm Leaders Panel at the Altfest Annual Event
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.
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