30-49 Employees

20

Altfest Personal Wealth Management

Overall Ranking72

Employees38 Firm TypeRIA CEOLewis J. Altfest LocationNew York Primary CustodianSchwab Advisor Services

Overall Ranking72

Employees38 Firm TypeRIA CEOLewis J. Altfest LocationNew York Primary CustodianSchwab Advisor Services

At Altfest Personal Wealth Management employees have the opportunity to provide regular feedback with one-on-one lunches with senior leaders, as well as engagement studies held twice a year firmwide. The firm covers the entire medical premium for its employees and offers a cost-sharing program, in which employees receive $4,600 per year or more if they choose to go on a spouse’s medical plan.

At Altfest Personal Wealth Management employees have the opportunity to provide regular feedback with one-on-one lunches with senior leaders, as well as engagement studies held twice a year firmwide. The firm covers the entire medical premium for its employees and offers a cost-sharing program, in which employees receive $4,600 per year or more if they choose to go on a spouse’s medical plan.

The firm also supports employees taking leadership roles within volunteer organizations outside of the firm and hosts monthly office happy hours to promote team building and a positive workplace.

— Brittney Grimes

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