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...

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,...

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...

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...

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...