Lewis J. Altfest, Ph.D., is CEO, Chief Investment Officer and a Principal Advisor for Altfest Personal Wealth Management®. He directs the firm’s Investment and Leadership Committees, and leads the Portfolio Action Group, which sets investment strategy for client portfolios. Prior to founding the firm in 1983, he was a General Partner and Director of Research for Lord Abbett & Co., a large mutual fund and investment management company that manages more than $100 billion in assets. Lew began his investment career as a research analyst at Wertheim & Co. Lew was the sole recipient of the 2007 Charles R. Schwab IMPACT Award® – arguably the highest


Lewis Altfest
CEO, Chief Investment Officer and Principal
Altfest Personal Wealth Management
United States, New York, New York
About Me
Profile Information
CEO, Chief Investment Officer and Principal
Altfest Personal Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Jul 30, 2024
Work Experience
Altfest Personal Wealth Management
CEO, Chief Investment Officer and Principal Jan 1983 - Present
Email: laltfest@altfest.com
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