Management Team


Altera is led by a team of experienced financial professionals who understand the investment needs of individual investors, and institutions, and portfolio managers. Our team serves as an alternative asset advisor through our Private Access and SMA service lines.

Chadd Evans, CFA, CAIA

Managing Director

Bio & Contact Info

Mitch Reiner, CFP

Managing Partner

Bio & Contact Info

Wes Moss

Investment Committee

Bio & Contact Info

Matt Reiner, CFA, CFP

Investment Committee

Bio & Contact Info

David Fershteyn

Director of Capital Markets

Bio & Contact Info

Scott Sadler, CFA

Director of Impact Strategies

Bio & Contact Info

Julie Newman

Director of Operations

Bio & Contact Info

Matt Datillo

Vice President of Business Development

Bio & Contact Info

Carlos Alcala

Investment Associate

Bio & Contact Info

Radford Aldridge

Managing Director of Real Asset Strategies

Bio & Contact Info

Matthew Sherman

Managing Partner

Bio & Contact Info

Andres Sandate

Managing Director

Bio & Contact Info

Stephen Pokowitz

Analyst

Bio & Contact Info

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This website is for professional investors only. Carefully consider investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Private Placement Memorandums or, if available, any Fund Prospectuses, which may be obtained upon request. Read all offering materials carefully before investing.

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