Lewis J. Altfest
CEO, Chief Investment Officer, Principal of Altfest Personal Wealth Management
- Role
- Associate Professor of Finance at Pace University
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lewis J. Altfest
I am the CEO, Chief Investment Officer, and Principal of Altfest Personal Wealth Management, a fee-only financial planning and investment management firm that I founded in 1983. Prior to founding Altfest Personal Wealth Management, I was a General Partner and Director of Research for Lord Abbett & Co, and previously held positions with Lehman Brothers, Wertheim & Co, and Peat Marwick Mitchell & Co. My book, Personal Financial Planning, an academic business book, was published by McGraw Hill and is currently used at leading universities around the country. I am also co-author of Lew Altfest Answers Almost All Your Questions About Money, a detailed question and answer book about planning one’s personal finances (McGraw-Hill). The book was named one of the best financial planning books by Money magazine. I\'m also an Associate Professor of Finance at the Lubin School of Business at Pace University, where I teach financial planning and investments. Previously, I was co-director of the Investment Program at the New School. In addition to the books listed above, I am the author of many scholarly articles on financial planning and investments. I frequently lecture and conduct seminars for professionals and retirees. I\'m often interviewed by the national media and currently write a monthly investment column for Medical Economics. I\'m listed in Who\'s Who in Finance and Who\'s Who in America.Specialties: Investment and asset management, retirement plans, comprehensive financial planning, mutual fund investing, securities, stocks and bonds, and sudden wealth
Experience
Associate Professor of Finance
Jan 1983 — Present · New York, NY, US
Education
The Graduate Center, City University of New York
Ph.D, Finance
NYU Stern School of Business
MBA, Finance
Baruch College
Bachelor's, Accounting
Skills
- Wealth
- Investment Management Industry
- Asset Management
- Financial Modeling
- Certified Financial Planner
- Portfolio Management
- Equities
- Securities
- Financial Planning
- Retirement Planning
- Investment Portfolios
- Small Business Retirement Planning
- Chartered Financial Analyst
- Wealth Management Services
- Investments
- Retirement
- Strategic Financial Planning
- Wealth Management
- Investment Management
- Retirement Plan Consulting
- Mutual Funds
- Personal Finance
- Financial Advisory
- Personal Financial Planning
- Investment Advisory
- Finance
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