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Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2015.
Financial Times again named Altfest Personal Wealth Management to the second annual list of the 300 Top Registered Investment Advisors in the Nation.
Financial Times named Karen Altfest to the inaugural list of the Top 100 Women Financial Advisors in the Nation.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
Altfest Personal Wealth Management is a 2014 recipient of the InvestmentNews "Best Practices" award.
For a May 2014 MONEY Magazine article on pilots and their 401K plans, Lew Altfest worked with the writer analyzing portfolios, making recommendations, and offering his usual sound advice.
Lew and Karen Altfest Receive Financial Planning Magazine's 2013 Influencer Award.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Lewis Altfest, Andrew Altfest and Ekta Patel received the Financial Advisor magazine "All Star Research Team" award, marking the second year in a row that Altfest advisors have been selected for this prestigous recognition
Click to read the article Lew Altfest authored about Gold in 2011 for the Wall Street Journal titled "It's a Gift, Not an Investment"
Andrew Altfest is quoted in the article "How to Play it - Bottom Feeding on Real Estate" for Reuters
Investment Research

Investment decisions at Altfest are made by the firm’s investment committee, with Lew Altfest at the helm. Each member of the firm’s investment team specializes in different sub areas, such as alternative investments and small-cap domestic equity. The investment team is comprised of members of the firm’s wealth management team and investment research team.


ANDREW ALTFEST:
MANAGING DIRECTOR, EXECUTIVE VICE PRESIDENT

Andrew is an active member of the Portfolio Action Group, which sets investment strategy for portfolios. He is a member of Altfest’s Investment Committee, and was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team in 2012, and again in 2013. Additionally, he leads the firm’s efforts in the tax management of investment portfolios.

Andrew joined the firm in 2003. He received his B.A. with honors in English from Cornell University and his M.B.A. 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).

“Our tradition is to think independently and find the places where prevailing sentiment falls short. It’s a challenging but rewarding endeavor. I believe our extra effort helps our clients.”

In his free time, Andrew enjoys running, tennis, biking, new restaurants, traveling to different countries and learning about their cultures.