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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.
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.