Background
Altfest, Lewis Jay was born on October 14, 1940 in New York City. Son of Sam and Ruth (Zwang) Altfest.
(Personal Financial Planning brings a new level of analyti...)
Personal Financial Planning brings a new level of analytical depth to this fast-rising field. Written for the financial professional, Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneously providing a platform for further research and innovation within the discipline. Altfest's innovative Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique and powerful entry into this important subject.
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(Lew Alfest is one of the most respected names in financia...)
Lew Alfest is one of the most respected names in financial planning and management in America. Featuring a question-and-answer format, this book contains advice on planning for retirement, financing college, developing an investment strategy, and a number of other difficult money questions. Topics covered include savings and insurance schemes, investment in stocks, tax reduction and mutual funds.
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Altfest, Lewis Jay was born on October 14, 1940 in New York City. Son of Sam and Ruth (Zwang) Altfest.
Bachelor of Business Administration with honors, City College of New York, 1962. Master of Business Administration, New York University, 1970. Doctor of Philosophy, City University of New York, 1978.
Senior investment analyst, Wertheim and Company. New York City, 1969-1975;
senior investment analyst, Lehman Brothers, New York City, 1975-1976;
director research, general partner, Lord Abbett and Company. New York City, 1976-1982;
president, L.J. Altfest and Company, Inc., New York City, since 1982;
associate professor finance, Pace U. Graduate School Business, New York City, since 1984;
director finance planning and investments program, New School for Social Research, New York City, since 1988.
Arbitrator National Association Securities Dealers, American Arbitration Association. Board directors Consumer Finance Education Foundation.
(Lew Alfest is one of the most respected names in financia...)
(Personal Financial Planning brings a new level of analyti...)
President 240 E. 79th Cooperative Board, New York City, 1983-1986. Board directors Consumer Finance Education Foundation, 1993-1997. With United States Army, 1962-1963.
Member National Association Personal Finance Advisors (board directors 1985-1989, Outstanding Leadership award 1989), American Institute of Certified Public Accountants, International Association for Finance Planning (board directors New York chapter 1987-1993), Institute Chartered Finance Analysts, American Finance Association, Finance Analysts Federation, Finance Management Association, New York Society Security Analysts, Registry Finance Planning Practitioners, City College of New York Business Alumni Association (board directors 1983-1987), Academy Finance Services.
Married Karen Caplan, December 25, 1966. Children: Ellen Wendy, Andrew Gamer.