Karen C. Altfest
Portefeuillebeheerder-Aandelen bij L. J. Altfest & Co., Inc.
Profiel
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.
Actieve functies van Karen C. Altfest
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-01-1983 |
Eerdere bekende functies van Karen C. Altfest
| Bedrijven | Functie | Einde |
|---|---|---|
| National Association of Personal Financial Advisors | Voorzitter | - |
Opleiding van Karen C. Altfest
| City University of New York | Doctorate Degree |
| Hunter College | Graduate Degree |
| McGill University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
