Our People

Altera is led by a team of financial professionals who understand the private investment needs of individual investors, family offices, and wealth managers. Our team is dedicated to finding attractive risk-adjusted returns in the lower middle market so that our investors can build a more comprehensive portfolio with long-term value creation in mind. We are dynamic, move with conviction, and have the required discipline to capture opportunities that less equipped investors miss. We are constantly evolving our process and testing our opinions, but our core mission remains – build enduring private market portfolios.

Executive Leadership

David Fershteyn

Chief Executive Officer, Managing Partner
David Fershteyn, Chief Executive Officer & Managing Partner

David co-founded Altera and is the Chief Executive Officer and Managing Partner. David is responsible for leading the company’s corporate strategy and investment program, building firm-wide relationships with sponsors and investors, and helping investors build out their alternative investment portfolios. He is an Altera Board Member and Investment Committee member.

Prior to Altera, David worked as a technology investment banker at Barclays in Silicon Valley. At Barclays, he focused on the internet, semiconductor and software verticals. He performed company specific financial analysis and worked on various private transactions.

David also spent time at Frisch Capital Partners, a boutique investment bank specialized in raising capital for independent sponsors. At Frisch Capital, David helped source transactions, raised capital, and built relationships with lower middle market private equity sponsors.

David graduated with Honors earning a Bachelor of Business Administration in Finance from the University of Georgia.

Mitch Reiner

Board Member
Mitch Reiner
Mitch Reiner, Board Member

Mitch has been in the financial industry for nearly 20 years and runs a southeastern wealth management firm that manages approximately $5B in assets. Mitch maintains and builds relationships with high-net-worth individuals and family offices that need access to institutional-quality private investments. Mitch also serves as a Board Member for Altera.

Mitch earned a Bachelor of Business Administration in Finance from the University of Georgia, where he was a Leonard Leadership Scholar. He also previously served as the Chairman of the Board of Trustees for the Student Managed Investment Fund at the Terry College of Business.

Brian Batchelor

Board Member
Brian Batchelor
Brian Batchelor, Board Member

Brian is the Chief Executive Officer of Batchelor & Kimball, Inc., a mechanical construction firm that partners with commercial clients across the South and Southeastern United States. Brian also serves as a Board Member for Altera.

Prior to Batchelor & Kimball, Brian was a corporate attorney at the global law firm Jones Day. While at Jones Day, Brian represented public and private companies and private equity groups in connection with mergers, acquisitions, intellectual property and general corporate matters.

Brian graduated with high honors earning a Bachelor of Engineering in Mechanical Engineering from Vanderbilt University. He was a Rothfeder Scholar at Emory University, where he earned Master of Business Administration and Juris Doctor degrees. Brian is a member of the State Bar of Georgia and is registered to practice before the United States Patent and Trademark Office.

Brian and his family attend Peachtree Presbyterian Church, and he enjoys serving at the church and in the community.

Our Team

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