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ArticleAltfest Experts Quoted in The Wall Street Journal

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Altfest experts Andrew Altfest and Keven DuComb spoke with the Wall Street Journal to provide advice on how to do “Spring cleaning” on your investment portfolio.

 

How to Spring Clean Your Investments in 4 Steps – WSJ

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Andrew Altfest, CFP, MBA
President at Altfest Personal Wealth Management | View All Posts

Andrew advises clients about their personal finances and drives financial planning strategies for team members across the firm.  Andrew has received numerous industry awards and accolades.

He received his BA with honors from Cornell University, and his MBA from Columbia University’s Graduate School of Business. He also is a CFP® licensee.  Andrew has appeared regularly in the press, including The Wall Street Journal, Bloomberg News and Dow Jones.  Andrew is a member of the National Association of Personal Financial Advisors (NAPFA) and chair of the New York City chapter.

Keven DuComb, JD, MBA
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Keven works with clients across the firm to develop and fine tune their estate plans so that they can implement their wishes in the most efficient and cost-effective way across all generations.  Prior to joining Altfest, Keven began his career as a practicing attorney and has also worked as a trust officer for two large bank corporate trustees.

Keven has a bachelor’s degree from the University of Michigan, a Juris Doctor Degree from the University of Michigan Law School and an MBA from the Michigan Ross School of Business.

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