Team

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

As the CEO and Chief Investment Officer of Altman Advisors, Ben brings timeless expertise to all aspects of the business, client needs, and their portfolios.

Charles Lutz has been in charge of marketing and operations for Altman Advisors since joining the company in 2018. He spent the previous 12 years as a territory sales executive for CoStar Group. He was recognized as a consistent top...

Jonathan supports our firm’s financial planning practice by interacting with clients to gather and analyze information, develop recommendations and monitor financial plans. He is currently working towards...

John is our Associate Portfolio Manager and brings wide-ranging experience in capital markets to our firm. John is responsible for helping run our investment strategies, find new ideas, and monitor trends in our progressively elaborate...

If Christal could use only two words to describe herself, they would be, “results driven.” A millennial with traditional values, determined to break the family mold and be the first to go to college, Christal’s...