Altfest PWM CEO and leadership

Q: Who is the CEO of Altfest PWM?

The CEO of Altfest PWM is Lewis Altfest.

Zippia score 3.8

Altfest PWM CEO and executives

Executive Summary. Based on our data team's research, Lewis Altfest is the Altfest PWM's CEO. Altfest PWM has 50 employees, of which 21 are in a leadership position.

Here are further demographic highlights of the leadership team:

The Altfest PWM executive team is 38% female and 62% male.
60% of the management team is White.
6% of Altfest PWM management is Hispanic or Latino.
10% of the management team is Black or African American.

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Name & TitleBio

Lewis Altfest

CEO, Chief Investment Officer

Andrew Altfest

Board Member

Jesse Frehling

Board Member

John Valentini

MBA, Chief Operations Officer, Chief Compliance Officer

Mayukh Poddar

Andrew Laskaris

Operations Manager

Butrint Komoni

Real Estate Analyst

Connie Chow

Client Administration Associate

Dan Duca

Board Member

David Kressner

Board Member

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Altfest PWM board members

Name & TitleBio

Andrew Altfest

Board Member

Jesse Frehling

Board Member

John Valentini

MBA, Chief Operations Officer, Chief Compliance Officer

Dan Duca

Board Member

David Kressner

Board Member

Ekta Patel

Board Member

Feifei Xing

Board Member

James Bassett

Board Member

Jessica Nelson

Board Member

Michael Prendergast

Board Member

Altfest PWM leadership demographics

Altfest PWM gender distribution in management team

The Altfest PWM executive team is 38% female and 62% male.
Altfest PWM is 71% female and 29% male company-wide.

Male

62%

Company-wide: 29%

Female

38%

Company-wide: 71%

Altfest PWM executives by race

Management Team:

The most common ethnicity among Altfest PWM executive officers is White.
60% of the management team is White.
21% of Altfest PWM's management is Asian.
10% of the management team is Black or African American.

Company-wide:

Asian is the most common ethnicity company-wide.
49% of employees are Asian.
33% of employees are White.
10% of employees are Black or African American.

Management team
General

100%

80%

60%

40%

20%

Unknown

White

Black or African American

Asian

Hispanic or Latino

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Updated November 18, 2022

Zippia gives an in-depth look into the details of Altfest PWM, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Altfest PWM. The employee data is based on information from people who have self-reported their past or current employments at Altfest PWM. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Altfest PWM. The data presented on this page does not represent the view of Altfest PWM and its employees or that of Zippia.

Altfest PWM may also be known as or be related to Altfest L J & Co, Altfest PWM, Altfest Personal Wealth Management and L. J. Altfest & Co., Inc.