Team Benjamin Altman, CFP® CEO and Chief Investment Officer firstname.lastname@example.org Ben believes well-developed curiosity and problem solving skills are essential when building financial plans. From his experience, the best outcomes occur when an advisor combines a genuine desire to help clients achieve their goals with th Read more Sheldon Altman, CIMA® Chairman email@example.com Shelly is our firm’s founder and chairman, and a pioneer in the financial services industry. In 1979, he became one of the first advisors to manage portfolios with discretion, because he believed that this approach allowed the nimble, proac Read more Jack Banser Portfolio Strategist and Financial Analyst Jack.firstname.lastname@example.org Alexandra Bown Client Relationship Specialist email@example.com Jonathan Harper Planning Specialist and Financial Analyst Jonathan.firstname.lastname@example.org In our increasingly complex and fast-paced financial world, Jonathan is responsible for researching new investment opportunities as they arise, conducting equity analysis that supports clients’ goals. As he monitors and interprets... Read more Lauren Patterson Executive Assistant email@example.com Have a Question? Name Email Question Thank you! Oops!