Andrew Altfest

CFP®
Personal Finance, Retirement, Small Business
0
Answers
0
Articles
2
Followers
“Andrew Altfest is a Managing Director at Altfest Personal Wealth Management, which manages more than $1.1 billion. Andrew recently was ranked in the top 15% on the inaugural 2017 Forbes List of America's Top Next-Generation Wealth Advisors.”
Firm:

Altfest Personal Wealth Management

Job Title:

Managing Director

Biography:

Andrew Altfest 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. He was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team in 2012 & 2013, and most recently was ranked in the top 15% on the inaugural 2017 Forbes List of America's Top Next-Generation Wealth Advisors. Additionally, he leads the firm’s efforts in the tax management of investment portfolios, and advises clients on charitable contributions.

As a leader of Altfest Personal Management, Andrew has spearheaded a number of initiatives as part of his role to expand the firm, including organizing different practices focused on segments, launching private equity solutions, directing the firm’s Young Professionals group aimed at millennials, further formalizing investment processes, and introducing a new technology mandate, including digital planning, to enhance decision-making, client experience, and productivity.

Andrew joined the firm in 2003. He received his B.A. with honors in English from Cornell University and his MBA from Columbia University’s Graduate School of Business, where he served as head of The Honor Board. He has spoken at local universities, industry conferences and the American Association of Individual Investors, and has appeared in the press, including The Wall Street Journal, Bloomberg News, and Dow Jones Newswire.

Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and as chair of the NY chapter, he has strengthened its membership. He’s on the board of the Lower East Side Jewish Conservancy, mentors young advisors and NYU’s CFP students, and serves on the Junior Advisory Board of the NY Common Pantry.

In his free time, Andrew enjoys running, biking, new restaurants, traveling & learning about different cultures.

Education:

BA, English, Cornell University
MBA, Columbia University

Assets Under Management:

$1.1 billion

Fee Structure:

Fee-Only

CRD Number:

110130

Disclaimer:
No Answers Posted