4 Steps to a Comfortable Retirement

As a Director on the Client Services team, Jesse works with prospective clients as they explore a partnership with Altfest Personal Wealth Management. Much of his work is focused on tying financial planning and investment management concepts to each new client’s personal life goals to enhance outcomes. He evaluates opportunities and inefficiencies in a client’s financial situation in order to provide a clear Financial Planning Roadmap and insight to clearly outline the value of our client experience.

Prior to joining Altfest, Jesse previously worked with Focused Wealth Management where he was Vice President of Wealth Management and led the firm’s business development initiatives in the employer-sponsored retirement plan market.

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

As a leader of Altfest Personal Wealth Management, Andrew has spearheaded a number of initiatives to expand the firm. These have included organizing different practice groups focused on client segments, launching private equity solutions and directing the firm’s Young Professionals group aimed at millennials. 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 leads the firm’s efforts in the tax management of investment portfolios, and advises clients on charitable contributions.

Andrew is the founder and CEO of FP Alpha, the first AI-driven comprehensive wealth management solution to cover more than 16 areas of financial planning. The software enables financial advisors to save time in the planning process, showcase their value beyond investments, and deliver the personalized, comprehensive experience that clients require.

Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020, 2021 and 2023 ranking, as well as a Young Advisor to Watch by Financial Advisor in 2020. He was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019; InvestmentNews’ 2018 list of 40 Under 40 in the financial advisory industry; and Financial Advisor’s Due Diligence/Research Manager All-Star Team in 2012 and 2013, and AdvisorHub’s Advisors to Watch list 2023.

Andrew joined the firm in 2003. 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 has spoken at local universities, industry conferences and the American Association of Individual Investors, and has appeared regularly in the press, including The Wall Street Journal, Bloomberg News and Dow Jones Newswires.

Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and as chair of the New York City chapter, he has strengthened its membership. He’s on the board of the Lower East Side Jewish Conservancy and mentors young financial advisors and New York University’s CFP^® students. In his free time, Andrew enjoys running, biking, trying new restaurants, traveling and learning about different cultures.