(609) 921-0180 Home Our Services About Contact Us Clients Market Commentary Blog 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, CMT Investment 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, Investment Adviser Representative 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 Contact Halberstadt Financial Consultants, Inc. Office: (609) 921-0180 Fax: (609) 921-8301 50 North Tulane Street Princeton, NJ 08542 cavagnaro@halbfin.com Quick Links All Articles All Videos All Calculators All Presentations The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Disclaimer | Privacy Policy