The Wealth Office®, CFP®
Altan provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other private investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2014, Altan was a Senior Planner at Balasa Dinverno Foltz and an Analyst at RegentAtlantic Capital. Altan earned a Bachelor of Science in Financial Planning from the University of Illinois and a Master of Science in Personal Financial Planning from Texas Tech University. Altan was awarded the prestigious Gates Millennium Scholarship through the Bill and Melinda Gates Foundation, as well as the President’s Congressional Scholarship which provided the opportunity to serve within the United States House of Representatives in Washington, D.C. Altan achieved the Certified Financial Planner®designation in 2012 and is a Level II CFA Candidate in the CFA Program. He was a member of the Midtown Auxiliary Board and enjoys competing in triathlons.