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Lewis Altfest

CEO, Chief Investment Officer and Principal

Altfest Personal Wealth Management

United States, New York, New York

About Me

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

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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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