Altfest News
Webinar: The New COVID Stimulus Package
Video
We have been monitoring the Coronavirus stimulus bill and its contents very closely in recent weeks. This bill, as you may know, attempts to alleviate some of the financial burdens that small businesses may be facing.
Watch Altfest Director and Advisor, Ekta Patel, MBA, CFP® and Senior Financial Advisor Ryan Graham, CFA, CFP® present The New COVID Stimulus Package an interactive webinar highlighting specific opportunities available for small businesses.
Contact your Altfest wealth management team with any questions, and feel free to share Ekta and Ryan’s remarks with your friends, family and colleagues.
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Ekta Patel, CFP, MBA
Ekta helps clients with all aspects of their investment and personal financial planning matters. She works collaboratively with financial advisors to ensure Altfest’s personal touch is incorporated throughout each aspect of our service. Ekta is passionate about working with women at the firm to promote self-confidence and career growth.
Ekta is a CFP® licensee and a member of the National Association of Personal Financial Advisors (NAPFA), and was twice named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team. She holds a BS in Mathematics from the State University of New York at Stony Brook and an MBA in Investment Management and Information Systems from Pace University.
Ryan Graham, CFA, CFP
Ryan works with clients and their families to develop and implement financial plans designed to achieve their personal and financial goals. In addition, he serves as an analyst for developed international markets and develop the Corporate Trustee Solution at the firm.
Prior to joining Altfest, Ryan worked at PwC as a risk consultant in financial services. Ryan earned degrees in both Finance and Accounting at the University of Arizona, and holds the CFA and CFP® designations. He is a member of the CFA Institute and CFA Society New York.
