David Kressner Email & Phone Number
Managing Advisor @ Altfest Personal Wealth Management
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David Kressner Location
- New York, NY, US
David Kressner Work
- 2021 -now Managing Advisor @
- 2018 -2021 Associate Managing Advisor @
- 2016 -2018 Senior Financial Advisor @
- 2016 -2016 Director of Client Services @
- 2004 -2016 Senior Portfolio Manager @
- 2003 -2004 Municipal Services Volunteer @
- 1998 -2003 Portfolio Manager @
David Kressner Education
- Emory University
Bachelor of Arts (B.A.) (Economics)
1994-1998
David Kressner Skills
- Investment Management
- Investments
- Wealth Management
- Portfolio Management
- Investment Strategies
- Mutual Funds
- Asset Allocation
- Series 7
- Investment Advisory
- Asset Management
- Retirement
- Series 63
- Financial Advisory
- Alternative Investments
- Bloomberg
David Kressner Summary
- David Kressner, based in New York, NY, US, is currently a Managing Advisor at Altfest Personal Wealth Management. David Kressner brings experience from previous roles at Altfest Personal Wealth Management, LexION Capital and AssetMark. David Kressner holds a 1994 - 1998 Bachelor of Arts (B.A.) in Economics @ Emory University. With a robust skill set that includes Investment Management, Investments, Wealth Management, Portfolio Management, Investment Strategies and more. David Kressner has 4 emails and 1 mobile phone numbers on RocketReach.
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