Experience

FP Alpha

• United States
• Financial Services
• 1 - 100 Employee

• Founder and CEO

  • Feb 2020 - 3 years 11 months



Altfest Personal Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• President and Principal Advisor

  • Mar 2019 - 4 years 10 months

  New York, New York Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With decades of experience and recognition by Barron’s, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead. The firm is credited for introducing innovative methods to the profession that have increased the value… Show more Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. With decades of experience and recognition by Barron’s, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only Wealth Management movement, and continue to only receiving fees from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise & take action. We’re a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. Beyond investing, Altfest specializes in sophisticated financial planning to help clients navigate their way to more intelligent decisions. Lewis Altfest, Ph.D., CFP®, CFA, CPA/PFS founded the firm after leaving Lord Abbett & Co. where he was a Partner and Director of Research. Karen C Altfest, Ph.D., CFP® joined the firm in its early years, has had a strong impact on its growth, and oversees the firm’s marketing activities including a very successful program for affluent women. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multigenerational families, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments and more. Show less



Altfest Personal Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director, Executive Vice President

  • Jun 2008 - Jan 2018

• Investment Analyst

  • Jul 2003 - May 2008