{Who we are}
Michael Kothakota
Michael is the CEO and is the licensed financial advisor for WolfBridge. His responsiblities include investment strategy, and client portfolio management. He is a veteran of Operation Iraqi Freedom, serving as an infantry soldier in the U.S. Army in 2003—2005. He has twelve years of investment experience, and holds the series 7, 63, and 66 licenses and is the firm’s only IAR. Additionally, he is an AFC (Accredited Financial Counselor), and a CDFA (Certified Divorce Financial Analyst). He is a CFA candidate and holds an MBA with a concentration in Finance.
Jessica Wery
Jessica is the President of WolfBridge Financial and is responsible for strategic planning and growth. She is involved in operations, marketing and creating outreach policy for the firm. She is an adjunct lecturer at North Carolina State University and holds a Master’s in Special Education from that educational institution. Jessica is an expert in individual educational development and behavior modification, and has adapted her skills to developing curricula to aid WolfBridge Financial clients in their financial plans.
Alan Marc Feigenbaum, CFP
Alan is the Divorce Financial-Planning Specialist at WolfBridge. His background is in family financial matters, particularly marital/divorce finances. He started his career doing financial/marketing analysis in large corporations, before shifting his emphasis to corporate communications and contract technical writing. Since developing an intense interest in financial planning and becoming a Certified Financial Planner(TM) certificant in 1994, he has worked primarily as a freelance personal-finance journalist/author.
Alan's books include "A Complete Guide to Protecting Your Financial Security When Getting a Divorce" (2004), "A Parent's Guide to Money: Raising Financially Savvy Children" (2002) and "Alpha Teach Yourself Retirement Planning in 24 Hours" (2001). He also contributed frequently to Bloomberg Wealth Manager, CBS MarketWatch, WORTH Interactive, Forbes, Raleigh News and Observer, and Chapel Hill News - and has been published in/on MSNBC, the New York Times, Boston Globe, LA Times Syndicate and the Journal of Financial Planning.
In keeping with his long-term, problem-solving, teamwork approach to financial planning, Alan is a marathon runner, tournament bridge player, and avid UNC basketball fan.
Lauren Quick
Jen Watson
