I advise Altfest Personal Wealth Management clients on their personal finances and drive financial planning strategies across the firm. I’m an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. As a leader at Altfest, I’ve spearheaded several initiatives to expand the firm, including organizing different practice groups focused on client segments, launching private equity solutions and directing the firm’s Young Professionals group. I’ve also encouraged further formalizing investment processes and led the introduction of a new technology process mandate with digital planning, to enhance decision-making, cli