Firm Communications

  • replay
    replay
    November 13, 2020

    Post-Election Lunch with Lew – November 12, 2020 Replay

    November 13, 2020
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    During the Lunch with Lew webinar on November 12, 2020, CEO Lew Altfest, Ph.D., CFA, CFP®, CPA, PFS discussed Biden's political outlook and how it may impact the economy, the market, and your wealth management plan. Click below to watch…
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  • video
    video
    October 30, 2020

    WEBINAR Doing Well While Doing Good: Investing for a Better Future Video

    October 30, 2020
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    On Wednesday, October 28, 2020, Senior Financial Advisors Steven Novack and Ben Lake shared their insights on impact investing including: The evolution of the socially responsible investment landscape The Altfest approach to impact investing Implementing impact investment strategies Below is…
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  • article
    article
    October 30, 2020

    Andrew Altfest quoted in InvestmentNews Article

    October 30, 2020
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    In “When the Going Gets Tough the Tough Get Going,” Andrew Altfest discusses how in a post-COVID world, advisors are being forced to rethink their approach to client acquisition. Click Here to read more.
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  • article
    article
    October 16, 2020

    Karen Altfest featured in The Wall Street Journal Article

    October 16, 2020
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    In a Wall Street Journal article titled, “Thinking of Quitting Your Job? Here’s What Working Mothers Should Know,” Karen shares insight on what working parents should consider before making the often-challenging decision to leave their jobs. Click here to read…
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  • article
    article
    October 16, 2020

    Andrew Altfest featured in Barron’s Article

    October 16, 2020
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    In an article titled, “Reinventing Marketing for the Pandemic Era,” Andrew discusses how embracing digital marketing has led to the best prospecting year ever. Click here to read the article.
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  • video
    video
    October 15, 2020

    Table for One, Please! Estate Planning Tips for the Independent Woman Video

    October 15, 2020
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    On Tuesday, October 13, 2020, attorney Jessie Jamar, B.C.L, LL.B., joined Altfest Executive Vice President Karen Altfest, CFP®, Ph.D. to discuss important financial areas for widows to address after losing a loved one. As part of Karen Altfest’s Loss of…
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  • award-recognition
    award-recognition
    October 7, 2020

    Altfest named to Crain’s New York List of Best Places to Work Award Recognition

    October 7, 2020
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    We are excited to announce that Altfest Personal Wealth Management has been named a 2020 Best Places to Work in NYC by Crain’s New York. Altfest was chosen as one of this year’s top-100 based on employer and employee surveys…
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  • award-recognition
    award-recognition
    September 22, 2020

    Lewis Altfest named Again to Barron’s “Top 100 Independent Wealth Advisors” Award Recognition

    September 22, 2020
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    We are excited to announce that Lewis Altfest, Ph.D., CFP®, CFA, CPA, PFS, has once again been named as one of the nation’s “Top 100 Independent Wealth Advisors” by Barron’s for 2020. This is the 13th time Lew has been…
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  • article
    article
    September 14, 2020

    David Kressner featured in Investor’s Business Daily Election Article Article

    September 14, 2020
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    In, “How to Make Investment Bets On November Elections,” Altfest Associate Managing Advisor, David Kressner, CFA, CFP® discusses the best approach for the diversified portion of your portfolio — devoted to mutual funds and ETFs — no matter who wins…
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