Ross Wolfe
Gestore di Portafoglio-Azioni presso L. J. Altfest & Co., Inc.
Profilo
Mr. Filip R.
Wolfe is a Senior Financial Advisor at L.
J.
Altfest & Co., Inc. He advises clients on investments and financial planning strategies, working with them to achieve their financial objectives.
He has been with the firm since 2005.
He covers large-cap equity mutual funds on the Investment Committee.
He also specializes in long-term care insurance.
He is a member of the National Association of Personal Financial Advisors.
Prior to joining L.
J.
Altfest & Co in 2005, Mr. Wolfe served as an Analyst with Thomson Financial.
He received a BA in psychology from the State University of New York at Binghamton, his MBA in Finance from Fordham University.
Posizioni attive di Ross Wolfe
| 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 | 01/01/2005 |
Precedenti posizioni note di Ross Wolfe
| Società | Posizione | Fine |
|---|---|---|
Thomcorp Holdings, Inc.
 Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY. | Corporate Officer/Principal | - |
Formazione di Ross Wolfe
| Fordham University | Masters Business Admin |
| State University of New York at Binghamton | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
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 |
Thomcorp Holdings, Inc.
Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY. | Commercial Services |
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