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

Partner

Bio & Contact Info

Matt Reiner, CFA, CFP

Partner

Bio & Contact Info

David Fershteyn

Partner, Capital Markets

Bio & Contact Info

Scott Sadler, CFA

Director of Impact Strategies

Bio & Contact Info

Julie Newman

Director of Operations

Bio & Contact Info

Matt Dattilo

Partner & Sr. Vice President of Strategic Partnerships

Bio & Contact Info

Carlos Alcala

Senior Associate

Bio & Contact Info

Radford Aldridge

Managing Director of Real Asset Strategies

Bio & Contact Info

Matthew Sherman

Managing Partner

Bio & Contact Info

Stephen Pokowitz

Analyst

Bio & Contact Info

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