LJ Altfest Employee Directory

LJ Altfest corporate office is located in 445 Park Ave Fl 6, New York, New York, 10022, United States and has 11-50 employees.

lj altfest & co

altfest

altfest personal wealth management

l j altfest & co inc

altfest new logo resized

altfest personal wealth

Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Marketing

Information Technology

Key Employees of LJ Altfest

MS
Michelle Steph...
The Chief of Staff of the Office of the Chairman a...
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

LJ Altfest Global Presence

Location	People at location
North America	11-50

Index of contact profiles from LJ Altfest

Hundreds of professionals searching for LJ Altfest have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KW
Kitty Wong
Email Direct
Senior Executive Assistant
United States , New York , New York

DD
Daniel Duca
Email Direct
Director, Advisor
United States , New York , New York

AL
Andrew Laskaris
Email Direct
Senior Manager, Operations
United States , New York , New York

EP
Ekta Patel
Email Direct
Client Advisory Services Head of Financial Planning
United States , New York , New York

RP
Rohan Parikh
Email Direct
Team Leader, Real Estate PE Investments
United States , New York , New York

JG
Juan Gonzalez
Email Direct
Director, Client Services
United States , New York , New York

CT
Christopher Trum
Email Direct
Manager, Marketing
United States , New York , New York

WP
William Prendergast
Email Direct
Director, Financial & Advisor
United States , New York , New York

CP
Cole Peters
Email Direct
Real Estate Analyst
United States , New York , New York

PV
Priyank Vasoya
Email Direct
Senior Construction Management Analyst
United States , New York , New York

AT
Arbie Tolentino-Jun
Email Direct
Client Administrative Specialist
United States , New York , New York

JT
Jia Tang
Email Direct
Research Analyst
United States , New York , New York

RW
Ross Wolfe
Email Direct
Senior Financial Advisor
United States , New York , New York

MT
Miriam Torres
Email Direct
Client Administration Associate
United States , New York , New York

FX
Feifei Xing
Email Direct
Senior Financial Planning Specialist
United States , New York , New York

TK
Tara Korkus
Email Direct
Financial Planning Specialist
United States , New York , New York

KA
Karen Altfest
Email Direct
Executive Vice President
United States , New York , New York

CM
Courtney McKenna
Email Direct
Financial Advisor
United States , New York , New York

MB
Marina Baldassano
Email Direct
Senior Executive Assistant
United States , New York , New York

CD
Christian DiRusso
Email Direct
Senior Financial Advisor
United States , New York , New York

MK
Max Kuba
Email Direct
Head of Information Technology
United States , New York , New York

RY
Ramsey Young
Email Direct
Financial Planning Specialist
United States , New York , New York

SC
Shakib Chawdhury
Email Direct
Portfolio Specialist
United States , New York , New York

EW
Eric Walter
Email Direct
Director, Client Services
United States , New York , New York

123

Former Employees at LJ Altfest

Explore people who held key positions, contributed to LJ Altfest's success, and advanced their careers.

Sean Janni

Client Advisor at Johnson Financial Grou...

Worked as Financial Planning Specialist

at LJ Altfest (2021-2022)

Direct

Kylie Davis

Senior Manager, Human ... at Fp Alpha

Worked as Manager, Human Resources

at LJ Altfest (2022-2024)

Direct

Joshua Joffe

Managing Director & He... at Revolve Wealth Partner...

Worked as Managing Advisor

at LJ Altfest (2016-2023)

Direct

Mask Content

Commercial Lending Rel... at Flagstar Bank

Worked as Financial Planning Associate

at LJ Altfest (2023-2023)

Direct

Mask Content

Business Development L... at Ipullrank

Worked as Manager, Marketing

at LJ Altfest (2023-2024)

Direct

Mask Content

Director, Financial & ... at Fischer Stralem

Worked as Financial Advisor

at LJ Altfest (2019-2021)

Direct

Explore More

People from Similar Companies in the Finance Industry Located in New York, United States

Mastercard

10K+ Employees

Millennium Management Global Investment

5K - 10K Employees

Berkadia

1K - 5K Employees

Cerity Partners

1K - 5K Employees

Eagle Strategies

1K - 5K Employees

PJT

1K - 5K Employees

Frequently Asked Questions Regarding LJ Altfest Employees

How many employees does LJ Altfest have?

LJ Altfest has 11-50 employees

Who are LJ Altfest key employees?

Some of LJ Altfest key employees are Michelle Stephens

Where is LJ Altfest located?

LJ Altfest’s headquarters are located at 445 Park Ave Fl 6, New York, New York, 10022, United States

How do I contact LJ Altfest?

LJ Altfest Contact Info: Phone number: (212) 406-0850 Website: www.altfest.com

What does LJ Altfest do?

Altfest Personal Wealth Management is a fee-only fiduciary advisory firm that has been providing comprehensive wealth management and financial planning services since 1983. The firm specializes in personalized financial planning and investment management, catering to a diverse clientele including physicians, dentists, women, business owners, and re... Read More

Is LJ Altfest a public company?

LJ Altfest is private company therefore does not currently have an official ticker symbol

See more information about LJ Altfest Employees