Altfest News
Advisor Steve Novack Weighs in on ETF Closures
Article
A recent article on Kiplinger’s highlights the process of ETF closures and how to spot an ETF that may be heading for closure. Altfest advisor, Steve Novack, was highlighted in the piece, adding further insight into how closures are handled by the Securities and Exchange Commission, as well as what you should do if your portfolio holds shares of an ETF that is closing.
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Steven Novack, CPA, CFP, MBA
Steven works with clients and their families to develop and implement financial plans designed to achieve their personal and financial goals. Before joining the firm Steven started worked in public accounting for Deloitte and also spent time as a finance director for trading desks at international investment banks such as Bear Stearns, Lehman Brothers and Deutsche Bank.