Mike Prendergast
Mitglied des Investmentausschusses bei L. J. Altfest & Co., Inc.
Profil
Mr. William M.
Prendergast is a Director & Advisor at L.
J.
Altfest & Co., Inc. He helps clients with all aspects of their investment and personal financial planning matters.
In addition, he is Co-Director of the Altfest Dental Practice Group and sits on the firm’s Financial Planning and Investment Committees.
He has a focus on advising on Social Security as well as on workplace retirement plans for business owners, such as dentists with their own practice.
He joined L.
J.
Altfest & Co in 2001 and has served in both the financial planning and investment departments.
He is a member of the National Association of Personal Financial Advisors.
He received his BA in Russian studies from Amherst College and his MBA from the Stern School of Business at New York University.
Aktive Positionen von Mike Prendergast
| Unternehmen | Position | Beginn |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Mitglied des Investmentausschusses | 01.01.2001 |
Ausbildung von Mike Prendergast
| Amherst College | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
