Profil
Mr. Andrew Altfest is a President at L.
J.
Altfest & Co., Inc. He joined the firm in 2003 and advises clients about their personal finances and drives financial planning strategies for team members across the firm.
He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios.
As a leader of firm's Personal Wealth Management, he has spearheaded a number of initiatives to expand the firm.
He is a member of the National Association of Personal Financial Advisors, and as chairman of the New York City chapter, he has strengthened its membership.
He’s on the board of the Lower East Side Jewish Conservancy, mentors young financial advisors and New York University’s CFP students, and serves on the Junior Advisory Board of the New York Common Pantry.
Mr. Altfest received his BA with honors in English from Cornell University, and his MBA from Columbia University’s Graduate School of Business.
Postes actifs de Andrew Altfest
| Sociétés | Poste | Début |
|---|---|---|
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | President | 01/01/2003 |
Formation de Andrew Altfest
| Cornell University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
