We aim to improve investor outcomes through access and insights within alternative asset classes.
Altera is an alternative asset advisor that believes in leveraging innovation to deliver outcomes that enhance portfolio returns while managing risk – including environmental, social, and governance-related risks. Our mission is to continuously challenge ourselves, and our industry, to evaluate new risks and economic possibilities in a rapidly changing world, that demands the introduction of new paradigms and investment approaches.
We aim to improve investor outcomes through superior access and insights within alternative asset classes.
Altera is an alternative asset advisor that believes in leveraging innovation to deliver outcomes that enhance portfolio returns while managing risk – including environmental, social, and governance-related risks. Our mission is to continuously challenge ourselves, and our industry, to evaluate new risks and economic possibilities in a rapidly changing world, that demands the introduction of new paradigms and investment approaches.
Why We Built Altera Advisors
Alternative investments open possibilities not available in the public markets but often come with nuances and increased complexity. Our advisory practice takes a practical approach to alternatives, balancing the unique characteristics of illiquidity, exposure-over-time, volatility smoothing and other considerations to provide actionable insights.
Acknowledging that every client has specific needs and preferences, we have designed our advisory solutions to enable customization – leveraging novel structures like CAVs (commingled access vehicles) to help construct custom portfolios. CAVs can be used to create a foundation for building an alternative asset allocation that is diversified and accessible by investors of different sizes. We also use concepts like dynamic portfolio allocation to conform model portfolios to capital constraints.
We believe the client experience should be transparent, comprehensive, and straightforward; our goal is to make allocating to alternatives as simple as possible. We’ve designed our solution to integrate into your existing investment relationships. This means portfolio holdings can often be held with your current custodian and on a case by case basis have assets added externally.
Why We Built Altera Advisors
Alternative investments open possibilities not available in the public markets but often come with nuances and increased complexity. Our advisory practice takes a practical approach to alternatives, balancing the unique characteristics of illiquidity, exposure-over-time, volatility smoothing and other considerations to provide actionable insights.
Acknowledging that every client has specific needs and preferences, we have designed our advisory solutions to enable customization – leveraging novel structures like CAVs (commingled access vehicles) to help construct custom portfolios. CAVs can be used to create a foundation for building an alternative asset allocation that is diversified and accessible by investors of different sizes. We also use concepts like dynamic portfolio allocation to conform model portfolios to capital constraints.
We believe the client experience should be transparent, comprehensive, and straightforward; our goal is to make allocating to alternatives as simple as possible. We’ve designed our solution to integrate into your existing investment relationships. This means portfolio holdings can often be held with your current custodian and on a case by case basis have assets added externally.
Tim Partridge
Head of Research
FRM®, CAIA
Tim Partridge is the Head of Research of Altera Advisors. Prior to joining Altera, Tim worked at Fidelity for 18 years, where he served as an Investment Director focused on registered investment advisor and multifamily office investment relationships, oversight of alternative investments, and due diligence procedures. Tim also held special focuses in impact investing and the DAF (donor-advised fund) space with his work at Fidelity Charitable. Additionally, Tim holds CAIA and FRM designations.
At Altera, Tim focuses on portfolio construction, investment underwriting / selection, due diligence, and market research.
Tim graduated from Marquette University with a BA in International Affairs and from Babson College with an MBA in Global management. In his free time, Tim enjoys watching sports, traveling, trying new foods, and spending time with family.
Ansur Ahmed
Senior Associate
Ansur Ahmed is a Senior Associate at Altera Advisors. Prior to joining Altera, Ansur served as the Vice President of Finance at RAM Hotels, a hospitality development company in Columbus, GA. At RAM, Ansur performed various financial roles: leading asset acquisition/dispositions, sourcing/refinancing debt, and fostering relationships with new equity capital. Prior to RAM, Ansur worked in New York as an investment banking analyst at Goldman Sachs. At GS, Ansur worked on M&A, IPO, restructuring, and client advisory transactions in the Global Natural Resources Group.
As a founding member of Altera Advisors, Ansur focuses on a variety of roles at the company across business development, investment underwriting / selection, due diligence, operations, investor relations, and compliance.
Ansur grew up in Columbus, Georgia and attended the Honors College at the University of Georgia, where he earned a Bachelor of Science in Genetics and a Bachelor of Business Administration in Finance. In his free time, Ansur enjoys listening to podcasts, traveling to new places, and trying different cuisines.
Matt Dattilo
Partner & Sr. Vice President
Strategic Partnerships
Matt Dattilo is the Senior Vice President of Strategic Partnerships at Altera. Prior to Altera, Matt worked as a Vice President and Regional Consultant at State Street Global Advisors’ SPDR ETF business. Matt has expertise in serving all wealth management channels including: broker-dealers, independent broker-dealers, private banks, and registered investment advisors. Before joining Altera, Matt worked with RIA investment managers across the Southeast. At Altera Advisors, Matt is focused on building relationships with RIAs, family offices, foundations, and individual investors and sharing Altera Advisors’ value proposition across these channels.
Matt grew up in Boston and attended Elon University in North Carolina. He graduated with a degree in Finance and Political Science. While Matt currently resides in Charlotte North Carolina, he has spent time living in both Boston and New York City. Matt enjoys doing almost anything outside including running, hiking, golf, and fly fishing. Matt also volunteers at Trout Unlimited, an organization focused on conserving, protecting, and restoring North America’s cold-water fisheries.
Mitch Reiner
Chief Compliance Officer
CFP®
Mitch Reiner is a Managing Partner of Altera Investments and serves on the Altera Private Access Investment Committee. He identifies three core pillars that define his time and life: family, business and community. Mitch also serves as the Chief Operating Officer of Capital Investment Advisors, a $2.5 billion RIA headquartered in Atlanta, Georgia. As COO, Mitch is responsible for the day-to-day operations, as well as driving the strategic initiatives of the firm forward.
Mitch is a proud Georgia Bulldog, graduating from the Terry College of Business at The University of Georgia with a BBA in Finance. He is also a Leonard Leadership Scholar, which is a competitive leadership program in the business school that selects only the top 30 students to collaborate with some of the greatest business minds in the nation.
Mitch was chosen as an originating member of the Atlanta Hub of the Global Shapers organization. The Global Shapers is an organization established by the World Economic Forum which aims to engage the next generation of leaders who will shape the global agenda. His local Atlanta citizenship commitment is evident as Mitch is a member of the LEAD Atlanta class of 2015 and also actively serves on the Executive Committee as President, on the board of the community Arts organization, WonderRoot in Atlanta. Mitch also supports his alma mater as he has previously served as an officer for the Terry College of Business Young Alumni Board and currently serves as the Chairman of the Board of Trustees for the Student Managed Investment Fund.
Mitch and his beautiful wife, Jenny, their two great children, Micah and Ayla, and always-popular golden doodle, Clayton live in the Virginia Highland Neighborhood in Atlanta. You can find them strolling North Highland in search of dinner, ice cream or a water bowl for Clayton to drink from on the weekends. In addition to spending time with his family, Mitch enjoys playing golf, staying in shape, attending Braves and Bulldogs games and grilling on the Green Egg.
David Fershteyn
CEO & Managing Partner
Committee Member
David Fershteyn is the Chief Executive Officer & Managing Partner at Altera. David is responsible for leading the company’s corporate strategy and investment platform, building firm-wide relationships with sponsors and investors, and helping investors build out their alternative investment portfolios. He is also a member of the investment committee.
Prior to Altera, David worked as a technology investment banker at Barclays in Silicon Valley. At Barclays, he focused on the internet, semiconductor and software verticals. He performed company specific financial analysis and worked on various private transactions.
David also spent time at Frisch Capital Partners, a boutique investment bank specialized in raising capital for independent sponsors. At Frisch Capital, David helped source transactions, raised capital and built relationships with lower, middle market private equity sponsors.
David grew up in Atlanta, Georgia and attended the Honors College at the University of Georgia, where he received an undergraduate degree in Finance. In his free time, David enjoys staying active, spending time with loved ones and traveling.
Chris Dardaman
Executive Managing Director
CPA, CFP®, CIMA®, CAIA
Chris Dardaman is an Executive Managing Director and Partner of Altera Advisors and a Partner of our sister company Altera Investments. Chris focuses on firm strategy, investment strategy, business development, investment sourcing, mentoring and client communications.
Previously Chris was a Private Investor and a Senior Advisor at Heritage Growth Partners, a family investment office specializing in direct private equity deals. He served as an Entrepreneur in Residence at the Emory University Goizueta Business School. Chris was also the Co-Founder, CEO and Chief Investment Officer at Brightworth, a multi-billion-dollar wealth management firm. He was named one the nation’s top financial advisors by Barron’s and Robb Report/Worth. Chris was an Advisory Board member for two NASDAQ companies: SEI Investments (SEIC) and Morningstar (MORN). He is an eighth-generation entrepreneur.
Chris earned his MBA in Finance and Entrepreneurship from Emory’s Goizueta Business School and his undergraduate degree in Accounting from Mississippi State University. He is Board Chairman of Desire Street Ministries which helps coach and care for ministry leaders helping thousands of kids living in under-resourced neighborhoods across the Southeast. Chris and his wife Laura have two grown children and live in Johns Creek/Peachtree Corners area. He is a member of the Atlanta Athletic Club and enjoys golf and travel. Chris and Laura took their children to all 50 states before college and love their awesome Havanese dog.
Tim Partridge
Head of Research
FRM®, CAIA
Tim Partridge is the Head of Research of Altera Advisors. Prior to joining Altera, Tim worked at Fidelity for 18 years, where he served as an Investment Director focused on registered investment advisor and multifamily office investment relationships, oversight of alternative investments, and due diligence procedures. Tim also held special focuses in impact investing and the DAF (donor-advised fund) space with his work at Fidelity Charitable. Additionally, Tim holds CAIA and FRM designations.
At Altera, Tim focuses on portfolio construction, investment underwriting / selection, due diligence, and market research.
Tim graduated from Marquette University with a BA in International Affairs and from Babson College with an MBA in Global management. In his free time, Tim enjoys watching sports, traveling, trying new foods, and spending time with family.
Ansur Ahmed
Senior Associate
Ansur Ahmed is a Senior Associate at Altera Advisors. Prior to joining Altera, Ansur served as the Vice President of Finance at RAM Hotels, a hospitality development company in Columbus, GA. At RAM, Ansur performed various financial roles: leading asset acquisition/dispositions, sourcing/refinancing debt, and fostering relationships with new equity capital. Prior to RAM, Ansur worked in New York as an investment banking analyst at Goldman Sachs. At GS, Ansur worked on M&A, IPO, restructuring, and client advisory transactions in the Global Natural Resources Group.
As a founding member of Altera Advisors, Ansur focuses on a variety of roles at the company across business development, investment underwriting / selection, due diligence, operations, investor relations, and compliance.
Ansur grew up in Columbus, Georgia and attended the Honors College at the University of Georgia, where he earned a Bachelor of Science in Genetics and a Bachelor of Business Administration in Finance. In his free time, Ansur enjoys listening to podcasts, traveling to new places, and trying different cuisines.
Matt Dattilo
Partner, Sr. Vice President of Strategic Partnerships
Matt Dattilo is the Senior Vice President of Strategic Partnerships at Altera. Prior to Altera, Matt worked as a Vice President and Regional Consultant at State Street Global Advisors’ SPDR ETF business. Matt has expertise in serving all wealth management channels including: broker-dealers, independent broker-dealers, private banks, and registered investment advisors. Before joining Altera, Matt worked with RIA investment managers across the Southeast. At Altera Advisors, Matt is focused on building relationships with RIAs, family offices, foundations, and individual investors and sharing Altera Advisors’ value proposition across these channels.
Matt grew up in Boston and attended Elon University in North Carolina. He graduated with a degree in Finance and Political Science. While Matt currently resides in Charlotte North Carolina, he has spent time living in both Boston and New York City. Matt enjoys doing almost anything outside including running, hiking, golf, and fly fishing. Matt also volunteers at Trout Unlimited, an organization focused on conserving, protecting, and restoring North America’s cold-water fisheries.
Mitch Reiner
Chief Compliance Officer
CFP®
Mitch Reiner is a Managing Partner of Altera Investments and serves on the Altera Private Access Investment Committee. He identifies three core pillars that define his time and life: family, business and community. Mitch also serves as the Chief Operating Officer of Capital Investment Advisors, a $2.5 billion RIA headquartered in Atlanta, Georgia. As COO, Mitch is responsible for the day-to-day operations, as well as driving the strategic initiatives of the firm forward.
Mitch is a proud Georgia Bulldog, graduating from the Terry College of Business at The University of Georgia with a BBA in Finance. He is also a Leonard Leadership Scholar, which is a competitive leadership program in the business school that selects only the top 30 students to collaborate with some of the greatest business minds in the nation.
Mitch was chosen as an originating member of the Atlanta Hub of the Global Shapers organization. The Global Shapers is an organization established by the World Economic Forum which aims to engage the next generation of leaders who will shape the global agenda. His local Atlanta citizenship commitment is evident as Mitch is a member of the LEAD Atlanta class of 2015 and also actively serves on the Executive Committee as President, on the board of the community Arts organization, WonderRoot in Atlanta. Mitch also supports his alma mater as he has previously served as an officer for the Terry College of Business Young Alumni Board and currently serves as the Chairman of the Board of Trustees for the Student Managed Investment Fund.
Mitch and his beautiful wife, Jenny, their two great children, Micah and Ayla, and always-popular golden doodle, Clayton live in the Virginia Highland Neighborhood in Atlanta. You can find them strolling North Highland in search of dinner, ice cream or a water bowl for Clayton to drink from on the weekends. In addition to spending time with his family, Mitch enjoys playing golf, staying in shape, attending Braves and Bulldogs games and grilling on the Green Egg.
David Fershteyn
CEO & Managing Partner
David Fershteyn is the Chief Executive Officer & Managing Partner at Altera. David is responsible for leading the company’s corporate strategy and investment platform, building firm-wide relationships with sponsors and investors, and helping investors build out their alternative investment portfolios. He is also a member of the investment committee.
Prior to Altera, David worked as a technology investment banker at Barclays in Silicon Valley. At Barclays, he focused on the internet, semiconductor and software verticals. He performed company specific financial analysis and worked on various private transactions.
David also spent time at Frisch Capital Partners, a boutique investment bank specialized in raising capital for independent sponsors. At Frisch Capital, David helped source transactions, raised capital and built relationships with lower, middle market private equity sponsors.
David grew up in Atlanta, Georgia and attended the Honors College at the University of Georgia, where he received an undergraduate degree in Finance. In his free time, David enjoys staying active, spending time with loved ones and traveling.
Chris Dardaman
Executive Managing Director
CPA, CFP®, CIMA®, CAIA
Chris Dardaman is an Executive Managing Director and Partner of Altera Advisors and a Partner of our sister company Altera Investments. Chris focuses on firm strategy, investment strategy, business development, investment sourcing, mentoring and client communications.
Previously Chris was a Private Investor and a Senior Advisor at Heritage Growth Partners, a family investment office specializing in direct private equity deals. He served as an Entrepreneur in Residence at the Emory University Goizueta Business School. Chris was also the Co-Founder, CEO and Chief Investment Officer at Brightworth, a multi-billion-dollar wealth management firm. He was named one the nation’s top financial advisors by Barron’s and Robb Report/Worth. Chris was an Advisory Board member for two NASDAQ companies: SEI Investments (SEIC) and Morningstar (MORN). He is an eighth-generation entrepreneur.
Chris earned his MBA in Finance and Entrepreneurship from Emory’s Goizueta Business School and his undergraduate degree in Accounting from Mississippi State University. He is Board Chairman of Desire Street Ministries which helps coach and care for ministry leaders helping thousands of kids living in under-resourced neighborhoods across the Southeast. Chris and his wife Laura have two grown children and live in Johns Creek/Peachtree Corners area. He is a member of the Atlanta Athletic Club and enjoys golf and travel. Chris and Laura took their children to all 50 states before college and love their awesome Havanese dog.