Courtney McKenna

Portfolio Manager-Equities at

L. J. Altfest & Co., Inc.

Finance

Consumer Services

Profile

Ms. Courtney B. McKenna is a Financial Advisor at L.
J.
Altfest & Co., Inc. Prior to joining Altfest in early 2022, Ms. McKenna was Vice President of Equity Trading at Iridian Asset Management, LLC.
She specialized in equity and option trading, programmatic trading, and cash management.
Prior to that, she traded equities for Arnhold and S.
Bleichroeder Asset Management and worked in Research Sales for Lehman Brothers Worldwide Equities.
Ms. McKenna earned her MBA with honors in 2018 from University of Connecticut.
She holds an undergraduate degree from Sarah Lawrence College, where she focused on economics and liberal arts.

Courtney McKenna active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	2022-01-31

All active positions of Courtney McKenna

Former positions of Courtney McKenna

Companies	Position	End
Iridian Asset Management LLC Iridian Asset Management LLC Investment ManagersFinance Iridian specializes in the active management of mid-cap US equity long-only portfolios. The firm employs a rigorous investment process that identifies opportunities and uncovers potential value. Iridian’s two-step stock-selection process is disciplined, bottom-up, and value-based, and uses mostly in-house generated fundamental research to identify companies undergoing “corporate change” and generating large amounts of free cash flow.	Trading-Equity	2021-11-30
Natixis Bleichroeder, Inc. Natixis Bleichroeder, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Iridian Asset Management LLC Iridian Asset Management LLC Investment ManagersFinance Iridian specializes in the active management of mid-cap US equity long-only portfolios. The firm employs a rigorous investment process that identifies opportunities and uncovers potential value. Iridian’s two-step stock-selection process is disciplined, bottom-up, and value-based, and uses mostly in-house generated fundamental research to identify companies undergoing “corporate change” and generating large amounts of free cash flow.	Finance
Sarah Lawrence College Sarah Lawrence College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Connecticut University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Natixis Bleichroeder, Inc. Natixis Bleichroeder, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
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