Theresa C. Wan

Finance

Consumer Services

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	-

See the detail of Theresa C. Wan's experience

Training of Theresa C. Wan

University of Pennsylvania

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies