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.
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.