About Us
Altar Rock exists because wealthy clients deserve more than you're getting today.
Our Story
With over a century of combined wealth management experience, Altar Rock is the realization of the career-long dreams of our cohesive core team who met and worked together variously at Bernstein, Cresset, Fidelity and JP Morgan. Over our careers, we helped drive key innovations. But the firms' near-term profit motives often came first, so products and deals were in focus — not client outcomes, let alone the steady pursuit of structural alpha.
Today, Altar Rock offers something new: a wealth manager with a disciplined process built upon research and common sense — to help support your critical lifetime needs, wealth enhancement and transfer objectives, and next-level aspirations. Our subsidiary Path Matters LLC develops proprietary, leading-edge analytics.
Meet Our Leaders
Archan K. Basu, CFA
Chief Investment Officer
A proven investor in public and private markets, Archan focuses on the key questions that investors face: macro strategy, plan design, risk budgeting, asset allocation and vehicle/manager selection.
Andrew Barnes
Chief Client Officer
Andrew Barnes provides investment, fiduciary and credit advice aligned to families' unique needs around lifetime spending, wealth transfer and philanthropic objectives.
Nikolai Kovtunenko
Head of Risk & Analytics
Nikolai builds analytical engines to measure and manage risk. He has managed risk in capital markets, sales & trading, and private equity. He has worked for startups to global investment banks, in Asia, Europe and the US.
John Kasameyer, CFA
Head of Portfolio Strategy
John is a multi-asset, multi-horizon, multi-manager strategist who has built 10,000+ bespoke model portfolios since 2011 consistently exceeding goals for asset growth, portfolio results and client satisfaction.
Craig Blackwell, CFA
Head of Research
Craig leads research on economies, asset classes, and investment managers. He helped develop Fidelity's industry-leading business-cycle framework, and consulted to thousands of wealth advisors to improve their model portfolios.
Nicholas Goode
Wealth Advisor
Drawing on more than 22 years of experience in the financial services field, Nick brings deep expertise and a personalized approach to wealth management.