Karen C. Altfest
Gestionnaire de Portefeuille-Actions chez L. J. Altfest & Co., Inc.
Profil
Dr. Karen C.
Altfest is an Executive Vice President at L.
J.
Altfest & Co., Inc.
Prior to joining Altfest in January 1983, Dr. Altfest is a former President and Chairperson of the New York Chapter of the Financial Planning Association and a former Chairperson of the Northeast Region of the National Association of Personal Financial Advisors.
Dr. Altfest is a graduate of McGill University in Montreal, holds BA and MA degrees from Hunter College, and holds the CFP designation.
She received her Ph.D.
in history from the Graduate Center of the City University of New York.
Postes actifs de Karen C. 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. | Gestionnaire de Portefeuille-Actions | 01/01/1983 |
Anciens postes connus de Karen C. Altfest
| Sociétés | Poste | Fin |
|---|---|---|
| National Association of Personal Financial Advisors | Président | - |
Formation de Karen C. Altfest
| City University of New York | Doctorate Degree |
| Hunter College | Graduate Degree |
| McGill University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
| National Association of Personal Financial Advisors |
