Mr. Good is a Managing Director and Founding Partner at Attessa Capital.
Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). Prior to joining Cascade Investment/BMGI, he was a Vice President and Investment Research Analyst at Wellington Management (a Boston based firm with over $1 trillion under management). In this role, he helped manage mutual funds and investment accounts for clients such as Vanguard, Goldman Sachs, the Hartford, John Hancock, and many other institutions. He began his investment career as an Analyst at Ford Motor Company. Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.
Attessa Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.
Alec Berens, CFA
Managing Director
Mr. Berens is a Managing Director and Founding Partner at Attessa Capital.
Prior to founding the firm, he was the Director of Investment Research at an investment firm in Arizona with over $300 million in assets. In that role, he led a team of research analysts in evaluating global equity and fixed income securities. Prior to this, he was in Equity Research at JMP Securities (a San Francisco based investment bank). Before beginning his investment career, Mr. Berens was sponsored by Bridgestone as a professional golfer.
He currently serves on the board of directors as Board Chair for the El Rio Health Center and as a board member for Jewish Philanthropies of Southern Arizona (JPSA). Mr. Berens graduated from Emory University with an undergraduate degree in Mathematics and Economics and is a Chartered Financial Analyst charterholder (CFA). He holds the Arizona Community Foundations Endowment Building certificate and has been recognized with the Tucson 40 under 40 award.
David Kornberg, CFA, CPA
Managing Director
Mr. Kornberg is a Managing Director and Founding Partner at Attessa Capital.
Prior to founding the firm, he was the Director of Alternative Investments at an investment firm in Arizona with over $300 million in assets. In that role, he led a team of research analysts in evaluating Private Equity, Private Debt, Commodity, and Real Estate opportunities. Prior to this, he worked in the New York City offices of PricewaterhouseCoopers (PwC) in their Assurance and Management Consulting practices. At PwC, Mr. Kornberg concentrated on serving the Banking and Financial Services industry.
He is a Certified Public Accountant (CPA), Chartered Financial Analyst charterholder (CFA), and currently serves on the board of directors for Archaeology Southwest. He graduated summa cum laude from the University of Arizona with a double major in Finance and Accounting.
Matthew Harrison, CFA, CFP
Managing Director
Mr. Harrison is a Managing Director and Founding Partner at Attessa Capital.
Prior to founding the firm, he was Founder and Chief Investment Officer at Harrison Wealth Management. Prior to founding Harrison Wealth Management, he was Partner and Co-Chief Investment Officer at RMH Investment Management. Before relocating to Tucson, Mr. Harrison was a Vice President and Institutional Portfolio Manager at Northern Trust. In that role, he managed investments for various pension plans, foundations, endowments, and nonprofits. He began his investment career as an Analyst at Relational Investors (a San Diego based investment firm with over $12 billion under management). Mr. Harrison taught Applied Portfolio Management to graduate and under-graduate students at the University of Arizona and remains a frequent guest lecturer. He graduated summa cum laude from the University of Arizona with a major in finance. He is a Chartered Financial Analyst charterholder (CFA), a Certified Financial Planner (CFP), and serves in various leadership positions at several non-profit organizations, including the Community Foundation for Southern Arizona.
General Information |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | AZ, TX, UT |
| Work Experience: |
Portfolio Manager at Cascade Investment / BMGI (family office of Bill Gates and the Bill & Melinda Gates Foundation) Board of Directors at Four Seasons Hotel & Resorts Vice President at Wellington Management MBA from Harvard University |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs |
| Advisory Services Provided: | Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Money Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management |
Services |
| Investment Types: | Stocks, Annuities, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Email, Your Office, Phone, Video Conference, Our Offices |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
| Compensation Methods: | Based on Assets |
Board Positions |
| Organization : | Four Seasons Hotel & Resorts, Toronto, Canada |
| Position : | Board Member & Audit Committee |
| Duration : | 09/01/2012-4/01/2015 |
Education |
| Bachelor of Science - Finance | Brigham Young University (BYU)
- Provo, UT 09/01/1997-05/31/2000 |
| Masters in Business Administration (MBA) | Harvard University
- Boston, MA 09/01/2004-05/31/2006 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
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