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David Aaron Kressner
Analyst-Equity chez
L. J. Altfest & Co., Inc.
Profil
Mr. David A. Kressner, CFA, is a Senior Financial Advisor at L.
J.
Altfest & Co., Inc. He advises clients to help them meet their financial goals.
He is responsible for research on sustainable investments for the firm.
He is also a member of Altfest’s Financial Planning Committee, with a focus on the firm’s financial planning software.
He joined Altfest in 2016.
Mr. Kressner was previously employed as a Senior Portfolio Analyst by Aris Wealth Services, Inc. He also worked for JPMorgan and AssetMark, starting his finance career in 1998.
He has extensive experience with investment research and managing portfolios of mutual funds, stocks, and bonds on behalf of individual investors.
He earned a BA in Economics from Emory University.
He also holds the CFA and CFP designations.
Postes actifs de David Aaron Kressner
| Sociétés | Poste | Début |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance Altfest is an active, value-oriented investment approach that aims to reduce risk and achieve portfolio growth. The firm uses fundamental, technical, and cyclical analysis to select investments for their clients. They employ investment strategies involving both long-term and short-term purchases. | Analyst-Equity | 01/08/2016 |
Anciens postes connus de David Aaron Kressner
| Sociétés | Poste | Fin |
|---|---|---|
Aris Wealth Services, Inc.
 Aris Wealth Services, Inc. Investment ManagersFinance Aris Wealth Services employs strategic, tactical, income-oriented and values-based asset allocation strategies to create customized portfolios tailored to client specific needs and circumstances. | Analyst-Equity | 01/10/2015 |
Formation de David Aaron Kressner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Aris Wealth Services, Inc.
Aris Wealth Services, Inc. Investment ManagersFinance Aris Wealth Services employs strategic, tactical, income-oriented and values-based asset allocation strategies to create customized portfolios tailored to client specific needs and circumstances. | Finance |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance Altfest is an active, value-oriented investment approach that aims to reduce risk and achieve portfolio growth. The firm uses fundamental, technical, and cyclical analysis to select investments for their clients. They employ investment strategies involving both long-term and short-term purchases. | Finance |
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