Howard T. Alter

Founder at Roundview Capital LLC

Finance

Consumer Services

Profile

Mr. Howard T.
Alter is a Managing Partner at Roundview Capital LLC.
He is a founder of the firm and is on the firm's investment committee.
His focus is on client relationships, research, and firm management.
He served on the boards of a variety of organizations including the Schwab Advisory Board, Famis, LLC, Fungoplay, LLC, My Purpose Party, LLC, Beth El Synagogue and the Princeton Friends School.
Mr. Alter received his undergraduate degree in Finance from The George Washington University and holds an MBA from The New York University in Finance.
Upon graduation.

Howard T. Alter active positions

Companies	Position	Start
Roundview Capital LLC Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities.	Founder	31/12/1991

All active positions of Howard T. Alter

Former positions of Howard T. Alter

Companies	Position	End
Alter Asset Management, Inc. Alter Asset Management, Inc. Investment ManagersFinance Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey	Founder	30/12/2011
CHARLES SCHWAB	Corporate Officer/Principal	31/12/1998

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Training of Howard T. Alter

George Washington University	Undergraduate Degree
New York University	Masters Business Admin

Experiences
Positions held

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Inactive

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Private companies

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Connections

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Members of the board

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Linked companies

Listed companies	1
CHARLES SCHWAB	Finance

Private companies	2
Alter Asset Management, Inc. Alter Asset Management, Inc. Investment ManagersFinance Founded by Howard Alter in 1992, Alter Asset Management, Inc. is a registered investment adviser located in Princeton, New Jersey	Finance
Roundview Capital LLC Roundview Capital LLC Investment ManagersFinance Roundview Capital LLC (Roundview) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Howard Alter and Stephen “Steve” Shueh in 1992. Roundview provides financial advice and portfolio management to individuals and their family members, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations or business entities.	Finance