Firm Communications

  • replay
    replay
    November 13, 2020

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

    November 13, 2020
    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
    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
    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
    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
    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
    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
    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
    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
    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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