Ross Wolfe
Portefeuillebeheerder-Aandelen bij L. J. Altfest & Co., Inc.
Profiel
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.
Actieve functies van Ross Wolfe
| 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 | 01-01-2005 |
Eerdere bekende functies van Ross Wolfe
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van Ross Wolfe
| Fordham University | Masters Business Admin |
| State University of New York at Binghamton | 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 |
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 |
