In today’s climate of economic and political
uncertainty, risk management is one of the “crucial
competencies” demanded of financial advisers, according
to Worth magazine, which named two Kellogg School alumni
to Worth’s prestigious “100 Top Financial
Advisors” list. The list appeared in the magazine’s
Both Charles Zhang ’04 and Steven Weinstein
’78 (JD/MBA) were among the elite U.S. financial gurus
highlighted by Worth, after a rigorous screening process.
“It’s especially gratifying to
receive an independent, third-party endorsement like this,”
said Weinstein, president and founder of Chicago-based Altair
Advisers and member of the Kellogg Alumni Advisory Board.
“Worth has a long history of objectivity.”
Altair Advisers is an independent investment
counsel founded in June 2002 by Weinstein and several colleagues.
This is the third time Weinstein has been named to the Worth
Zhang, author of the book Make Yourself
a Millionaire and adjunct professor of finance at Western
Michigan University, is managing partner at Zhang and Associates,
a Portage, Mich.-based financial advisory division of American
“There are more than 800,000 financial
advisers in the nation, so being named as one of the top 100
is a great honor,” said Zhang, who was also named to
the Worth list two previous times.
In compiling its list, Worth noted
a concern shared by many investors: the threat of terrorism,
a difficult risk to predict or insure against — and
one that can lead to imprudent investments.
All the more reason to seek expert advice
from those whose integrity and skill have distinguished them.