Broker Check

Our Team

David Walter, CPA/PFS, CFP

President and Chief Investment Officer

As President and Chief Investment Officer of Halberstadt Financial Consultants, Inc., Dave formulates investment strategies and supervises the firm’s investment research and portfolio analysis. He brings over 30 years of...

Read more

Jeremy Walter

Portfolio Analyst

Jeremy has extensive expertise with creating and utilizing short-term trading models. Prior to joining our firm, Jeremy worked for a major New York City accounting firm as a senior auditor for private equity firms, hedge funds,...

Read more

Barbara Cavagnaro

Client Relationship Manager

Barbara has been a client relationship manager and personal assistant to David Walter at HFC for 17 years. Prior to joining our firm, Barbara spent several years in banking management, and she worked as a registered dietitian before...

Read more

Olga Krostyne

Financial Analyst

Olga has more than 6 years of experience working in finance and healthcare management. Before joining our team, Olga was a financial/commission analyst at Easy Choice Health Plan of New York (formerly Atlantis Health Plan). Prior to...

Read more

Melika Cavagnaro-Wong

Assistant Portfolio Analyst

As an Assistant Portfolio Analyst, Melika is responsible for analyzing securities, attending to the firm’s information technology (IT), and organizing acquisitions.Prior to joining HFC, Melika lead award-winning fundraising and...

Read more