Karen C. Altfest

Gestore di Portafoglio-Azioni presso L. J. Altfest & Co., Inc.

Consumer Services

Finance

Profilo

Dr. Karen C.
Altfest is an Executive Vice President at L.
J.
Altfest & Co., Inc. Prior to joining Altfest in January 1983, Dr. Altfest is a former President and Chairperson of the New York Chapter of the Financial Planning Association and a former Chairperson of the Northeast Region of the National Association of Personal Financial Advisors.
Dr. Altfest is a graduate of McGill University in Montreal, holds BA and MA degrees from Hunter College, and holds the CFP designation.
She received her Ph.D.
in history from the Graduate Center of the City University of New York.

Posizioni attive di Karen C. Altfest

Società	Posizione	Inizio
L. J. Altfest & Co., Inc. L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities.	Gestore di Portafoglio-Azioni	01/01/1983

Tutte le posizioni attive di Karen C. Altfest

Precedenti posizioni note di Karen C. Altfest

Società	Posizione	Fine
National Association of Personal Financial Advisors	Presidente	-

Vedi nel dettaglio l'esperienza di Karen C. Altfest

Formazione di Karen C. Altfest

McGill University	Undergraduate Degree
City University of New York	Doctorate Degree
Hunter College	Graduate Degree

Esperienze
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Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	2
National Association of Personal Financial Advisors
L. J. Altfest & Co., Inc. L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities.	Finance