Altfest Personal Wealth Management
Sush Poddar is a seasoned financial professional with extensive experience in portfolio management and economic analysis. Currently serving as a Senior Portfolio Manager at Altfest Personal Wealth Management since 2016, Sush also co-founded ArbEconomics LLC in 2013. Previously, Sush held the position of Executive Director at Morgan Stanley, focusing on global macro and derivatives trading from 2006 to 2016, and worked as a Senior Research Analyst at S&P Global Market Intelligence for a year. Sush began the career at Goldman Sachs as a summer intern in 2003. Sush holds a Master of Business Administration in International Business and Finance from Arizona State University and a Bachelor of Engineering in Computer Science and Engineering from Osmania University.
Altfest Personal Wealth Management
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.