Benjamin Altman, CFP®, is the CEO and Chief Investment Officer of Altman Advisors. He began his professional career as a multi-lingual Relationship Banker with State Financial Bank in the Chicagoland area, and then became a Certified Financial Planner™ and Senior Portfolio Manager with UBS Financial Services. He is a protégé of his father, Shelly Altman, CIMA®, one of the earliest advisors to incorporate discretionary portfolio management for clients across generations. Prior to founding Altman Advisors, Ben led The UBS Altman Financial Group for 13 years, building on his father’s tradition of personable client service. The Altman team was ranked the number one UBS investment advisory group in Chicago and was in the top 1% of UBS advisors nationally for investment advisory practices, insurance, and liability planning.
A far-sighted innovator, Ben saw ways to serve his clients beyond the Broker Dealer structure within a large bank environment. In 2016, at the age of 36, and ahead of the curve for the advisory industry, he decided to open an independent, fiduciary, Multi-Family Office (MFO) firm. That empowered him to recruit a private team of elite CFA®s and CFP®s and enhance his client services with tax and estate planning while pursuing outcome and private investments unavailable at his former firm.
Ben has grown as a leader with the global Entrepreneurs’ Organization (EO) and the Young Presidents’ Organization (YPO) communities. He has been a member of EO Chicago since 2019, which has helped him develop his skills and performance as a business owner with tools including the Entrepreneurial Operating System® for business efficiency and the Culture Index™ for hiring, team communication, and client management. He was accepted as a member of the Chicagoland chapter of YPO in 2023, a prestigious, global community of chief executives driven by the belief that the world needs better leaders.
Ben endeavors to provide the most comprehensive, personable, adaptable, and effective financial advice, management, and service available anywhere. His purpose is to help clients plan for and create futures with financial security for themselves and their families. His latest entrepreneurial journey is international, focused specifically on supporting Israeli citizens in their pursuit of financial security.
Ben is a devoted family man and multi-talented, lifelong learner. When he’s not serving clients, Ben is busy being a father, a world traveler, a student of languages and history, an avid cyclist, an open-water swimmer, a gourmet cook, and a cracking good saxophonist.