Mike Prendergast
Investment Committee Member at L. J. Altfest & Co., Inc.
Profile
Mr. William M.
Prendergast is a Director & Advisor at L.
J.
Altfest & Co., Inc. He helps clients with all aspects of their investment and personal financial planning matters.
In addition, he is Co-Director of the Altfest Dental Practice Group and sits on the firm’s Financial Planning and Investment Committees.
He has a focus on advising on Social Security as well as on workplace retirement plans for business owners, such as dentists with their own practice.
He joined L.
J.
Altfest & Co in 2001 and has served in both the financial planning and investment departments.
He is a member of the National Association of Personal Financial Advisors.
He received his BA in Russian studies from Amherst College and his MBA from the Stern School of Business at New York University.
Mike Prendergast active positions
| Companies | Position | Start |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Investment Committee Member | 01/01/2001 |
Training of Mike Prendergast
| Amherst College | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
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