About Us
Our Story
Altar Rock exists because wealthy clients deserve more than you’re getting today.
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
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
Co-founder, Managing Partner
Andrew provides investment, fiduciary and credit advice aligned to families’ unique needs around lifetime spending, wealth transfer and philanthropic objectives.
Nikolai Kovtunenko
Head of 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 Investments
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.
Valerie Konstantinova
Head of Operations
Valerie runs essential investment and operational processes to ensure that every client gets our best investment thinking.
Charles Fishkin
Head of Enterprise Risk
Charles builds world-class risk and compliance functions. In a career spanning over four decades, he has worked across investment banking, trading, asset management, and wealth management.
Meet Our Leaders
Andrew Barnes
Andrew Barnes
Co-founder, Managing Partner
Andrew provides investment, fiduciary and credit advice aligned to families’ unique needs around lifetime spending, wealth transfer and philanthropic objectives.
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.
Nikolai Kovtunenko
Head of 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
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.
Nikolai Kovtunenko
Head of 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.
Craig Blackwell, CFA
Head of Investments
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.
Valerie Konstantinova
Valerie Konstantinova
Head of Operations
Valerie runs essential investment and operational processes to ensure that every client gets our best investment thinking.
Charles Fishkin
Head of Enterprise Risk
Charles builds world-class risk and compliance functions. In a career spanning over four decades, he has worked across investment banking, trading, asset management, and wealth management.
Charles Fishkin
Head of Enterprise Risk
Charles builds world-class risk and compliance functions. In a career spanning over four decades, he has worked across investment banking, trading, asset management, and wealth management.
Nicholas Goode
Wealth Advisor
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.
Drawing on more than 22 years of experience in the financial services field, Nick brings deep expertise and a personalized approach to wealth management.
Craig Blackwell, CFA
Head of Investments
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
Isheka runs essential investment and operational processes and assists clients with their day-to-day needs. She holds an AB in Applied Math and Economics from Harvard University.
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
© 2025 Altar Rock LLC
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
© 2025 Altar Rock LLC
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
© 2025 Altar Rock LLC
Altar Rock LLC is a Registered Investment Adviser. This website is limited to general information regarding Altar Rock’s investment advisory services. Nothing here should be viewed as a substitute for personalized investment advice from Altar Rock — which would begin with a review of the client’s situation, needs, objectives and aspirations — or as tax, legal or accounting advice.
Investments involve risk and are not guaranteed. Different investments involve different types — and varying degrees — of risk. Past performance is not indicative of future performance. Do not assume that future performance of any specific investment, strategy, vehicle or manager referenced directly or indirectly herein will be profitable.
Any charts, graphs, vehicles, managers or strategies shown here are illustrative only, may be altered without notice, and should not be used as the sole basis for any investment decision.
Projections of structural alpha constitute neither actual nor hypothetical performance. They additionally assume the application of investment discipline, stable tax laws and rates, and efficient portfolio construction — none of which, by nature, can be guaranteed.
Altar Rock's investment advisory services are only offered in certain regulatory jurisdictions. If your location is one where we are not permitted to operate, we may decline to serve you.
© 2025 Altar Rock LLC