Karen C. Altfest

Portfolio Manager-Equities at L. J. Altfest & Co., Inc.

Consumer Services

Finance

Profile

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.

Karen C. Altfest active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	31/12/1982

All active positions of Karen C. Altfest

Former positions of Karen C. Altfest

Companies	Position	End
National Association of Personal Financial Advisors	Chairman	-

See the detail of Karen C. Altfest's experience

Training of Karen C. Altfest

City University of New York	Doctorate Degree
Hunter College	Graduate Degree
McGill University	Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Members of the board

Executives

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Linked companies

Private companies	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