Meet Our Team

Dedicated to the Details. Proactive as Your Life Evolves.

Our advisors bring years of specialized experience and a proactive eye to every client relationship. The best outcomes come from someone who's paying attention before you have to ask.

Hilal Yilmaz, PhD, CFA

Wealth Manager

Hilal designs investment strategies at Altenn Wealth using an institutional-level, evidence-based approach calibrated to each client's tax profile, time horizon, and financial plan.

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Katerina Minevich, CFP®, CDFA®

Wealth Manager

For clients facing complex financial decisions, from business exits to divorce settlements, Katerina brings the technical depth of a former regulator and financial executive to build a clear plan forward.

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Book a Call with Katerina

The right time to plan is before you need to.

Whatever's ahead, the earlier we start, the more room we have to work with. Let's talk about where you stand.

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• Fee-only fiduciary advice

• Coordinated with your CPA & attorney

• No cost, no obligation first call

Insıghts

Insights From Our Perspective

The "1031 Exchange" for Stock Portfolios: Tax-Deferred Diversification for Concentrated Positions

How exchange funds and Section 351 ETF conversions let investors diversify concentrated stock positions while deferring capital gains taxes.

Hilal Yilmaz, PhD, CFA

July 15, 2026

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Concentrated Stock Positions: 5 Tax-Efficient Strategies to Reduce Risk Without Sacrificing Wealth

Five tax-efficient strategies for investors with concentrated equity positions — from systematic selling and exchange funds to charitable trusts, hedging, and direct indexing.

Hilal Yilmaz, PhD, CFA

July 9, 2026

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Box Spread Borrowing: A More Efficient Way to Access Liquidity Without Selling Investments

Box spread borrowing lets investors access fixed-rate liquidity through the capital markets rather than a traditional lender — without selling appreciated investments or triggering capital gains taxes.

Hilal Yilmaz, PhD, CFA

July 1, 2026

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© 2026 Altenn Wealth Management.
All rights reserved. Altenn Wealth offers advisory services through Quantitative Financial Strategies (“QFS”), an SEC-Registered Investment Adviser. The content on this website is provided for general educational purposes only and should not be construed as personalized financial, tax, legal, or accounting advice. Nothing on this site constitutes an offer or solicitation to buy or sell any security, fund, or other financial product, nor an endorsement of any company or offering. Information provided here should not be used as the sole basis for any financial decision. Please consult your own financial, legal, tax, or accounting professional regarding your specific situation. All investing involves risk, including the potential loss of principal, and there is no guarantee that any investment strategy or recommendation will be profitable. This website and its contents are provided on an "as is" basis, without warranties of any kind, express or implied, and we do not guarantee the accuracy or completeness of the information provided. Use of this site is at your own risk. To the fullest extent permitted by law, QFS and Altenn Wealth shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of, or inability to use, this website.