Benjamin Altman, CFP®

CEO and Chief Investment Officer

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
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Sheldon Altman, CIMA®


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
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Jack Banser

Portfolio Strategist and Financial Analyst

Alexandra Bown

Client Relationship Specialist

Jonathan Harper

Planning Specialist and Financial Analyst

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...

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