Altera is led by a team of experienced financial professional who understand the investment needs of individual investors, institutions, and portfolio managers.
|Carlos Alcala||Senior Associate||Private Equity|
|Ansur Ahmed||Senior Associate||Altera Advisors|
|Harris Baranovitz||Director, Finance||Operations|
|Serena Colvin||Associate, Investor Relations||Operations|
|Chris Dardaman||Partner||Altera Advisors|
|Matt Dattilo||Partner||Strategic Partnerships|
|Suzanne Durbin||Director||Altera Advisors|
|Fiona Dyer||Associate||Altera Advisors|
|Chadd Evans||Managing Partner||Corporate|
|Hannah Kaplan||Director, Talent Development||Corporate|
|Paul Mahoney||Vice President||Strategic Partnerships|
|Julie Newman||Senior Vice President||Operations|
|Stephen Pokowitz||Senior Analyst||Real Estate|
|Tim Partridge||Managing Director||Altera Advisors|
|Scott Sadler||Managing Director||Private Equity|
|Matt Sherman||Managing Director||Real Estate|
|Nick Watson||Associate, Investor Relations||Operations|
Hannah Kaplan is the Director of Organizational Development at Altera Investments. At Altera, Hannah is responsible for overseeing all people functions, including HR and Talent Acquisition, as well as corporate development and organizational effectiveness initiatives.
Prior to joining Altera, she spent many years at North Highland in Atlanta, Ga, initially with the Talent Acquisition team and their early-career consulting program and ultimately as a Project Manager within HR Operations.
Hannah grew up in Marietta, Ga and graduated from the University of Georgia where she studied Journalism and Mass Communications. She now lives in Alpharetta, Ga with her husband and enjoys playing tennis, cooking and baking, and exploring new restaurants with family and friends.
Nick Watson is an Investor Communications and Operations Manager at Altera Investments. Prior to Altera he worked as a data consultant and an IT/operations manager for an Atlanta based start-up. Nick works on both the investor relations and operations teams, drawing on his background in IT-solutions to support internal systems and operations.
Nick grew up in Jacksonville, Florida and moved to Atlanta in 2012 to attend the Georgia Institute of Technology, where he received a degree in Materials Science and Engineering. Outside of work, Nick enjoys writing, performing music, and exploring new coffee shops and restaurants in the Atlanta area.
Paul Mahoney is Vice President of Strategic Partnerships at Altera. Prior to Altera, Paul worked as a Regional Consultant at Goldman Sachs Asset Management. At Goldman, Paul focused on the marketing and distribution of Mutual Funds, ETFs, Private Alternatives and SMAs. Paul has expertise in serving all Wealth Management Channels including: National Broker Dealers, Independent Broker Dealers, Private Banks and Registered Investment Advisors. Prior to joining Altera, Paul worked with Investment Managers at national broker dealers in the West.
At Altera, Paul focuses on building partnerships with RIAs and Family Offices and raising awareness for Altera-sponsored strategies with a focus on Commingled Access Vehicles (CAVs). Paul grew up in the north shore of Massachusetts and attended The University of Chicago. He graduated with a degree in English Language and Literature and was a member of the varsity wrestling team. While he currently resides in Charlotte, NC, Paul has spent time living in New York, Chicago and Boston. Outside of the office, he enjoys spending time with his younger siblings, playing golf and snowboarding. Paul participates in the Mount Washington Observatory volunteer program helping assist the observatory crew in the summer and winter months. He acts as a mentor to many of his former colleagues and younger members of the Maroon Wrestling Team.
Tim Partridge is the Head of Research of Altera Advisors. Prior to joining Altera, Tim worked at Fidelity for 18 years, where he served as an Investment Director focused on registered investment advisor and multifamily office investment relationships, oversight of alternative investments, and due diligence procedures. Tim also held special focuses in impact investing and the DAF (donor-advised fund) space with his work at Fidelity Charitable. Additionally, Tim holds CAIA and FRM designations.
At Altera, Tim focuses on portfolio construction, investment underwriting / selection, due diligence, and market research.
Tim graduated from Marquette University with a BA in International Affairs and from Babson College with an MBA in Global management. In his free time, Tim enjoys watching sports, traveling, trying new foods, and spending time with family.
Suzanne Durbin is the Chief of Staff at Altera Advisors, where she drives the client experience, leads strategic initiatives, and manages other operations. Prior to joining Altera, Suzanne worked as a business coach and consultant helping entrepreneurs and CEOs develop and implement client engagement, acquisition and retention programs, strategic planning, leadership development, and succession planning. Before that, Suzanne was a Shareholder, Vice President and Senior Financial Advisor at one of the nation’s largest independent Registered Investment Advisors, where she led cross-functional teams in Financial Advisory, Investment, Risk Management, Legacy, Philanthropic and Exit Planning. At that firm, Suzanne helped co-create the Behavioral Wealth Management™ model, which integrates wealth management and investment advice with the science of human behavior.
Suzanne and Mark, her husband of more than 20 years, live in Sandy Springs with their two rescued Westies. Outside of work, you’ll find Suzanne rowing on the Chattahoochee; traveling around the world her Welsh husband; listening to great reads on Audible; advocating for economic, social and climate justice; creating warm, inviting spaces; and enjoying family hikes with the dogs on the many trails around the city. Suzanne is also proud to serve as the Atlanta Chair of VirtualBoard, a Mastermind group that helps business owners prepare themselves and their businesses for a successful exit.
Fiona Dyer is a Client Services Associate at Altera Advisors. Prior to joining Altera, Fiona served as the Customer Support Manager for Horse Cove Partners, an options trading firm in Atlanta, Georgia. At Horse Cove Partners, Fiona provided comprehensive account services, managed back-office operations and administrative activities, was the first point of contact for investors, and acted as a liaison for the clients’ experience to all the company’s clientele. Before Horse Cove Partners, Fiona spent majority of her career working for Aspen Partners, an Alternative Investment firm in Atlanta, Georgia. At Aspen Partners, Fiona was responsible for all client service functions including investor relations, advisor support, client reporting, and transaction processing.
At Altera Advisors, Fiona focuses on answering clients’ inquiries, setting up new client accounts, assisting with fund transfers, and conducting day-to-day operations.
Originally from London, Fiona grew up in Brooklyn, New York and attended Columbia University, where she earned a BA in Economics. In her free time, Fiona enjoys creative writing, rollerblading, and participating in acapella performances.
Chris Dardaman is an Executive Managing Director and Partner of Altera Advisors and a Partner of our sister company Altera Investments. Chris focuses on firm strategy, investment strategy, business development, investment sourcing, mentoring and client communications.
Previously Chris was a Private Investor and a Senior Advisor at Heritage Growth Partners, a family investment office specializing in direct private equity deals. He served as an Entrepreneur in Residence at the Emory University Goizueta Business School. Chris was also the Co-Founder, CEO and Chief Investment Officer at Brightworth, a multi-billion-dollar wealth management firm. He was named one the nation’s top financial advisors by Barron’s and Robb Report/Worth. Chris was an Advisory Board member for two NASDAQ companies: SEI Investments (SEIC) and Morningstar (MORN). He is an eighth-generation entrepreneur.
Chris earned his MBA in Finance and Entrepreneurship from Emory’s Goizueta Business School and his undergraduate degree in Accounting from Mississippi State University. He is Board Chairman of Desire Street Ministries which helps coach and care for ministry leaders helping thousands of kids living in under-resourced neighborhoods across the Southeast. Chris and his wife Laura have two grown children and live in Johns Creek/Peachtree Corners area. He is a member of the Atlanta Athletic Club and enjoys golf and travel. Chris and Laura took their children to all 50 states before college and love their awesome Havanese dog.
Ansur Ahmed is a Senior Associate at Altera Advisors. Prior to joining Altera, Ansur served as the Vice President of Finance at RAM Hotels, a hospitality development company in Columbus, GA. At RAM, Ansur performed various financial roles: leading asset acquisition/dispositions, sourcing/refinancing debt, and fostering relationships with new equity capital. Prior to RAM, Ansur worked in New York as an investment banking analyst at Goldman Sachs. At GS, Ansur worked on M&A, IPO, restructuring, and client advisory transactions in the Global Natural Resources Group.
As a founding member of Altera Advisors, Ansur focuses on a variety of roles at the company across business development, investment underwriting / selection, due diligence, operations, investor relations, and compliance.
Ansur grew up in Columbus, Georgia and attended the Honors College at the University of Georgia, where he earned a Bachelor of Science in Genetics and a Bachelor of Business Administration in Finance. In his free time, Ansur enjoys listening to podcasts, traveling to new places, and trying different cuisines.
Chadd Evans is the CEO and Managing Director of Altera Investments. Prior to starting Altera, Chadd was Principal of Field Equity, a boutique private equity investment firm focused on the lower-middle market, where he was responsible for executing over $1 billion in transactions. Prior to Field Equity, Chadd was the Senior Vice President of Investments for Ackermann & Co., a commercial real estate investment firm located in the Southeast. Chadd is also a CAIA and CFA Charterholder.
Chadd graduated from the Terry College of Business at The University of Georgia with a BBA in Finance. Chadd has two great children, Wyatt and Daphney, and they live near Chastain Park in Atlanta. You can find them playing soccer at the park and swimming. In addition to spending time with his family, Chadd enjoys playing golf, staying in shape and traveling.
Mitch Reiner is a Managing Partner of Altera Investments and serves on the Altera Private Access Investment Committee. He identifies three core pillars that define his time and life: family, business and community. Mitch also serves as the Chief Operating Officer of Capital Investment Advisors, a $2.5 billion RIA headquartered in Atlanta, Georgia. As COO, Mitch is responsible for the day-to-day operations, as well as driving the strategic initiatives of the firm forward.
Mitch is a proud Georgia Bulldog, graduating from the Terry College of Business at The University of Georgia with a BBA in Finance. He is also a Leonard Leadership Scholar, which is a competitive leadership program in the business school that selects only the top 30 students to collaborate with some of the greatest business minds in the nation.
Mitch was chosen as an originating member of the Atlanta Hub of the Global Shapers organization. The Global Shapers is an organization established by the World Economic Forum which aims to engage the next generation of leaders who will shape the global agenda. His local Atlanta citizenship commitment is evident as Mitch is a member of the LEAD Atlanta class of 2015 and also actively serves on the Executive Committee as President, on the board of the community Arts organization, WonderRoot in Atlanta. Mitch also supports his alma mater as he has previously served as an officer for the Terry College of Business Young Alumni Board and currently serves as the Chairman of the Board of Trustees for the Student Managed Investment Fund.
Mitch and his beautiful wife, Jenny, their two great children, Micah and Ayla, and always-popular golden doodle, Clayton live in the Virginia Highland Neighborhood in Atlanta. You can find them strolling North Highland in search of dinner, ice cream or a water bowl for Clayton to drink from on the weekends. In addition to spending time with his family, Mitch enjoys playing golf, staying in shape, attending Braves and Bulldogs games and grilling on the Green Egg.
Wes Moss the host of Money Matters – Atlanta’s longest running live call-in, personal finance radio show – on News 95-5FM and AM 750 WSB. Wes is also the Chief Investment Strategist and a partner at Capital Investment Advisors (CIA). In this role, Wes is responsible for communicating CIA’s position on markets and investments. CIA currently manages more than two billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. In 2014, 2015, 2016 and 2017, Barron’s Magazine named him as one of America’s top 1200 financial advisors. Wes was also named one of Atlanta’s 40 Under 40 by the Atlanta Business Chronicle in 2015. At Altera, Wes is responsible for driving the strategic initiatives of the firm forward and sits on the investment committee.
Wes holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and four sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.
Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press) and has served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network. He has been interviewed by USA Today, Forbes, Time, The Wall Street Journal, and Yahoo Finance.
Matt is responsible for driving strategic initiatives of the firm and sits on the investment committee. Matt Reiner is also an investment advisor as well as a partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix.
As an investment advisory representative, Matt seeks to help clients reach their investment goals pre-retirement and in retirement. Through a mix of income- and growth-oriented investments, he sets up each individual with a unique portfolio for their particular situation. Matt is also an active participant on the investment committee. In addition to this, Matt also acts as the CEO of CIA’s sister company, Wela, where he manages the day-to-day operations and the overarching strategy for growth. Matt graduated from the W.P. Carey School of Business at Arizona State University in Tempe, AZ, with a BBA in Finance. Matt is also a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™.
Although Matt is devoted to his alma mater, he still finds himself supporting his long-beloved Georgia Bulldogs. When not cheering on the dawgs, he’s spending time with his wife, Hillary, and enjoying his other hobbies which include playing golf, coaching little league baseball and staying current with the Braves. Matt is the brother of Mitch Reiner.
David Fershteyn leads Capital Markets at Altera. Prior to Altera, David worked as a Deal Partner at Frisch Capital Partners, an investment banking boutique in Atlanta where he specialized in raising capital for independent sponsors. At Frisch Capital he built financial models, sourced transactions, and packaged unique capital stacks for deals in the following sectors: Consumer Goods & Retail, Business Services and Technology. After spending time at Frisch Capital, David moved to Silicon Valley and worked at Barclays Capital as a Technology Merger & Acquisitions investment banker. At Barclays, David focused on clients within the internet, semiconductor and software verticals. He performed financial analysis and worked on M&A deals, IPO’s and a multitude of debt offerings.
At Altera, David is a part of the investment committee and is responsible for leading the company’s investment access Platform, building firm-wide relationships with investment funds and investors, and providing clients alternative asset investment advisory services.
David grew up in Atlanta, Georgia and attended the Honors College at the University of Georgia, where he received a degree in Banking and Finance. In his free time, David enjoys staying active, spending time with his family and friends. David helps impact the community by consulting small business owners in the Southeast and helping University of Georgia students achieve their career goals.
Scott Sadler is a 30-year veteran of the investment industry. He is the Director of Impact Strategies at Altera Private Access and is the Founder and President of Boardwalk Capital Management, a Certified B Corp wealth management firm focused on sustainable and impact investments.
Scott’s prior experience includes providing wealth management counsel for affluent clients of Goldman Sachs, Bank of America and Wachovia Asset Management across the United States and Canada. At Wachovia, he was also the founder and Lead Manager of a top ranked international (emerging markets) mutual fund.
Mr. Sadler is a graduate of the University of Virginia and is a Chartered Financial Analyst. He is a regular guest lecturer at universities across the region and is on the advisory boards of the University of North Georgia – Cottrell Business School and Montreal-based Will Solutions, an environmental services company. Scott is the Immediate-Past Board Chairman of the Green Chamber of the South, a board member of the Technology Association of Georgia, and a volunteer for the Citizens Climate Lobby. He is married and has three mostly-grown kids.
Julie Newman serves as Altera’s Director of Operations. Her oversight spans human resources, internal accounting, investor relations, and client support. Prior to working at Altera, Julie was Director of Operations for Lindner Capital Advisors, a financial service firm based in Atlanta, where she managed internal operations and built control protocols for the company. Julie has ten years of experience in the financial industry with a proven track-record of increasing operational efficiencies, strengthening customer retention and supporting employee development.
In addition to her work with Altera, Julie volunteers with the Davis Direction Foundation and Must Ministries. During Julie’s free time, she enjoys being active and all things outdoors.
Matt Dattilo is the Senior Vice President of Strategic Partnerships at Altera. Prior to Altera, Matt worked as a Vice President and Regional Consultant at State Street Global Advisors’ SPDR ETF business. Matt has expertise in serving all Wealth Management Channels including: Broker Dealers, Independent Broker Dealers, Private Banks and Registered Investment Advisors. Before joining Altera, Matt worked with Investment Managers at RIAs in the South East.
At Altera, Matt is focused on building relationships with RIAs and raising awareness for Altera-sponsored funds. Matt grew up in Boston and attended Elon University in North Carolina. He graduated with a degree in Finance and Political Science. While Matt currently resides in Charlotte North Carolina, he has spent time living in both Boston and New York City. Matt enjoys doing almost anything outside including running, hiking, golf and fly fishing. Matt also volunteers at Trout Unlimited, an organization focused on conserving, protecting and restoring North America’s cold-water fisheries.
Carlos Alcala is an Investment Associate at Altera Investments. At Altera, Carlos is a part of the investment committee and is responsible for leading the company’s investment access platform, building firm-wide relationships with investment funds, and providing due diligence on potential investments.
He began his career as an investment banker at Goldman Sachs in New York where he worked in the Natural Resources Group. He then moved to Atlanta where he focused on deals located in the Southeast. After spending time with Goldman, Carlos moved to the Online Strategy Group at The Home Depot where he focused on developing and rolling out enterprise wide initiatives to continue growing one of the largest online businesses in the world.
Carlos grew up in Atlanta, Georgia and attended the University of Georgia where he received a degree in Banking and Finance. In his free time, Carlos enjoys traveling and spending time with his family and friends. Carlos is on the board of Apollo, an underclassmen organization at the University of Georgia that prepares students for careers in the financial industry.
Matthew founded East Paces Capital Management, LLC in September 2017. Prior to EPCM, Matthew was a Vice President and Portfolio Manager for Cygnus Capital Real Estate Advisors, an Atlanta based private equity real estate fund, where Matthew worked for 7 years. At Cygnus, Matthew directly handled loan acquisitions, litigation resolution, servicing/asset management, and property dispositions totaling over $50 million across 15+ states nationwide.
Previously, Matthew was a financial analyst in the acquisitions department for Miles Properties, one of the largest privately-held multifamily apartment owners in the United States at the time. Matthew specialized in underwriting prospective acquisitions, ranging in value between $2 million and $100 million for review by the Director of Acquisitions and Chief Operating Officer.
Matthew also has experience as an analyst and development associate for a national leader in distressed real estate development. Matthew provided on-site project management and financial analysis for assets in a portfolio worth in excess of $2 billion.
Matthew received a Master of Business Administration (MBA) from Emory University. He also completed his undergraduate studies at Emory University, receiving a Bachelor of Arts in Economics (BA) with a concentration in Law.
Stephen Pokowitz is an investment analyst at Altera Investments. At Altera, Stephen works with the Real Estate Credit Opportunity Fund and is responsible for underwriting, evaluating, and conducting due diligence for real estate investment opportunities.
Stephen attended the University of Georgia where he recently graduated, earning a Bachelor of Business Administration (BBA) in both Real Estate and Finance. While at UGA, he was involved with the Student Managed Investment Fund, where he helped manage a $1.8M portfolio and led a group of analysts who focused on publicly traded REITs. He previously interned with Starwood Capital Group in Atlanta where he helped manage Starwood's multifamily asset portfolio. Stephen grew up in Marietta, Georgia and in his free time he enjoys traveling, reading, and spending time with friends and family.
Access research and market commentary from Altera, including our take on the state of private markets, the changing landscape of alternatives access, and the evolution of impact investing.