Altfest - Our Team

Karen Altfest is featured in the Dow Jones Newswire article "Widows Aren't Your Grandmother"

Lewis Altfest is once again named one of Barron's Top 100 Independent Advisors in the Nation for the fourth year in a row (2007, 2008, 2009, 2010, 2011)

Dawn Brown authored the article "Grandparents' Gifting for College" for the AAII Journal's July issue

Karen Altfest is featured on the Wall Street Journal Financial Advisor blog, in the article "VOICES: Karen Altfest, on Working With Widows"

Altfest Personal Wealth Management is endorsed as the preferred provider of financial planning and investment management services to members of the NYS Dental Association, New York's largest association of dentists. Click here to learn more.

Our Team

Altfest Personal Wealth Management^SM has a staff of smart and friendly professionals dedicated to making your financial life easier. Our Wealth Management Team serves you in the way that best addresses your own special circumstances, sensitivities and concerns. The Investment Research Team provides the insights and guidance for making the right investment decisions for our clients, and our Client Administration and Client Relations Teams ensure that you are comfortable and happy at Altfest.

We invite you to learn more about our team members, their experience and life outside the firm.