Benjamin Altman, CFP®
CEO and Chief Investment Officer
Benjamin Altman, CFP®, is the Co-Founder, Chief Executive Officer, 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, one of the earliest Certified Investment Management Analysts® (CIMA®) to incorporate discretionary portfolio management for non-institutional clients across generations. Prior to founding Altman Advisors, Ben led The 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 big bank. In 2016, at the age of 36, and ahead of the curve for the industry, he decided to open an independent, fiduciary, employee-owned Multi-Family Office advisory practice. That empowered him to recruit a private team of elite CFA®s and CFP®s and enhance his client services with in-house tax and estate planning while pursuing outcome and private investments unavailable at his former firm.
Ben strives to provide the most comprehensive, personable, adaptable, and effective financial advice, management, and service available anywhere. His purpose is to help his clients plan for and create a future with 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, and a cracking good saxophonist.