![Theresa C. Wan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Theresa C. Wan
Profile
Ms. Theresa C.
Wan, CFA, is Financial Advisor at L.J.
Altfest & Co. Previously, she worked in Investment Banking for Berkshire Capital Securities, LLC.
She is a member of the National Association of Personal Financial Advisors.
Ms. Wan also holds a B.A.
in International Relations from the University of Pennsylvania and a B.S.
in Economics from the Wharton School.
She is a CFP licensee and CFA charter holder.
Former positions of Theresa C. Wan
Companies | Position | End |
---|---|---|
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. | Portfolio Manager-Equities | 2012-11-30 |
Berkshire Capital Securities LLC
![]() Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Corporate Officer/Principal | - |
Training of Theresa C. Wan
University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
---|---|
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 |
Berkshire Capital Securities LLC
![]() Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Finance |
- Stock Market
- Insiders
- Theresa C. Wan