Andrew Altfest

President and Principal Advisor
Altfest Wealth Management

Andrew Altfest advises clients on their personal finances and drives financial planning strategies across the firm. He is an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios.

For the past 16 years, Andrew has spearheaded several initiatives to expand the firm, including organizing different practice groups focused on client segments, launching private equity solutions and directing the firm’s Young Professionals group. He also has encouraged further formalizing investment processes and led the introduction of a new technology process mandate with digital planning, to enhance decision-making, client experience and productivity. Additionally, Andrew created proprietary artificial intelligence (AI) software that processes large amounts of data to produce more accurate cash flow projections for clients.

Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018 ranking, and was selected for InvestmentNews’ 2018 list of 40 Under 40 in the financial advisory industry. He was also included in Forbes’ inaugural listing of America’s Top Next-Generation Wealth Advisors in 2017, ranking in the top 15 percent, and was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team in 2012 and 2013.

He received his BA with honors in English from Cornell University and his MBA from Columbia University’s Graduate School of Business. He also is a CFP® licensee.

Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and is chairman of the NYC chapter.

Check out the incredible speaker line-up to see who will be joining Andrew.

Download The Latest Agenda

Day One – Tuesday, May 19 Shaping Consistent And Seamless Digital Experiences

Tuesday, May 19th, 2020

9:15 AM Keynote Panel Debate - Forecasting The Future Of Wealth Management

Emerging technologies and changing client expectations have had a tremendous impact on the way that wealth management services are delivered. The adoption of these technologies and the industry’s ability to be more customer centric will continue to shape the direction of the industry. Industry leaders such as Patrick Wilker, Andrew Altfest, and Frank Filippis will take a close look at the future of wealth management so you can be prepared for what’s next. We’ll talk about:

• Understanding current and future wealth management trends

• Introducing AI into your organization’s roadmap for digital innovation

• Adopting automation solutions that will lead to a hybrid model for delivering wealth management advice

• Leveraging data to become customer-centric and engage with your client through their entire life-cycle

• Taking a close look at where you are in your digital transformation to ensure that you’re keeping pace and meeting client expectations

Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients

Wednesday, May 20th, 2020

9:25 AM Keynote Presentation Remix - Examining The Complexity Of Financial Planning In A Connected World

Wealth clients have complex needs but they also want to do more and more at the click of a button, and this includes financial planning. Financial planning has been put in place to give wealth clients the bigger picture of their financial life, but how this service offering evolving as technology becomes an expectation? Our speaker Andrew Altfest has spearheaded a number of initiatives to expand Altfest Wealth Management, among them has been the introduction of new technology to enhance decision-making, client experience, and productivity. He’ll talk about:

• Understanding digital innovations happening around financial planning

• Serving HNW clients with digital and emerging technologies to help them reach their financial planning goals

• Taking a close look at the third party landscape for financial planning tools

• Looking at the demographic of clients that will need financial planning in the future