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Karen C. Altfest
Gestore di Portafoglio-Azioni presso L. J. Altfest & Co., Inc.
Posizioni attive di Karen C. Altfest
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Storia della carriera di Karen C. Altfest
Precedenti posizioni note di Karen C. Altfest
Società | Posizione | Inizio | Fine |
---|---|---|---|
National Association of Personal Financial Advisors | Presidente | - | - |
Formazione di Karen C. Altfest
City University of New York | Doctorate Degree |
Hunter College | Graduate Degree |
McGill University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Canada | 2 |
Posizioni
Undergraduate Degree | 2 |
Portfolio Manager-Equities | 1 |
Doctorate Degree | 1 |
Settori
Consumer Services | 4 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
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 |
National Association of Personal Financial Advisors |
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