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Complimentary Consultation
Forbes recognized Andrew Altfest as one of America's Top Next-Generation Wealth Advisors for 2017.
Lew Altfest again has ranked high on Barron's Top 1,200 Financial Advisors in the country for 2017.
Forbes recognized Karen Altfest as one of America's Top Women Wealth Advisors for 2017.
Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2016.
Advisory HQ listed Altfest Personal Wealth Management among the Best Financial Advisors in New York.
Karen Altfest is profiled by Investment News for her leadership and passion in "Women to Watch."
Influencer Awards: Lewis and Karen Altfest receive the Lifetime Achievement Award from Financial Planning Magazine.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Client Administration

ROBERT ALTFEST:
DIRECTOR, CLIENT ADMINISTRATION

Robert serves as Director of Client Administration. As a member of the firm’s Leadership Committee, he helps shape strategy and contributes to decisions regarding hiring and other management issues.

When Robert joined the firm, he brought with him the deep experience of a career in corporate finance, from Warner-Lambert and Cadbury-Schweppes, and from executive training programs at the Wharton School of Business and Northwestern University.

“Client needs come first and there is no close second.”

Robert earned a B.S. in biology from The City College of New York and an M.B.A from New York University.

Away from the office, his interests include horology and mid-20th Century American Art.


MARINA MARSILLO:
SENIOR EXECUTIVE ASSISTANT

Marina provides administrative support, managing client documents, making sure clients are comfortable in our office, and helping with firm communications.

Marina joined the firm in 2004. She received her B.A. from Brooklyn College and graduated at the top of her class from New York Paralegal School. Before joining Altfest, she worked at the U.S. Attorney’s Office for the Southern District of New York, where she received the U.S. Department of Justice Award for her work, and then as chief paralegal for the law office of Mark Rolnik, Esq.

“I truly enjoy the team environment and familial atmosphere that exists at Altfest,” she says. “I firmly believe that the commitment and dedication that each member brings helps us serve the needs of our clients in a very special and unique way.”

Marina is involved in a number of volunteer activities, including as a sponsor and member of Operation Blessing International. She enjoys spending time with her husband, son and two dogs, as well as traveling and cooking.


JOHN VALENTINI:
DIRECTOR OF OPERATIONS and
CHIEF COMPLIANCE OFFICER

John's responsibilities include overseeing client administration and maintaining the firm's compliance requirements, overseeing client requests pertaining to their investment accounts, managing process improvement initiatives, integrating new technology that helps clients into the firm's operations, and statistical analysis.

John joined the firm in 2008. He graduated from Pace University’s Lubin School of Businesswhere he was in the Business Honors Program and obtained a B.B.A in finance with a concentration in economics.

John has spoken at industry conferences about technology best practices and was featured in a white paper on technology.

Client service is a top priority and there is nothing that should get in the way of that. Our clients deserve the best client service day in and day out."

John’s hobbies include travel and lacrosse, which he played collegiately and now officiates.