Alt Blend is where we combine less-conventional investments with forward-thinking perspectives on the world beyond stocks and bonds. Welcoming investors of any experience level, we’ll create a concoction of all-things Alts, including fundamentals of alternative investments, the role they play in the ever-changing environments we encounter, and a wide range of topics you aren’t likely to hear about in regular market news. Whether you’re a newcomer to Alts or a veteran private-market investor, there is sure to be something in store for you at the Blend.
The fee discussion surrounding alts is ultimately a weighing of cost vs. (expected) value. But to make an informed decision, we first need to understand typical fee structures and their application.
Alt Blend combines less-conventional investments with forward-thinking perspectives on a world beyond stocks and bonds. Together, we’ll journey through the fundamentals of alternative investments and explore the role they play in the ever-changing environments we encounter.
Steve is a Certified Financial Planner as well as a Chartered Alternative Investment Analyst®. He is also an Accredited Investment Fiduciary, which helps him offer guidance to clients with fiduciary responsibilities, such as board members of trusts, foundations, and endowments. Steve earned a Bachelor of Science degree in Industrial Engineering from Penn State University.
Steve serves on the board and finance committee of New Music USA – a national nonprofit devoted to the development and appreciation of new music in the U.S. – and volunteers as the Treasurer for Campus Fun & Learn, a child development center on the campus of Rockland Community College in New York.