Altfest Personal Wealth Management
Andrew Laskaris, CFA, CFP®, is an accomplished finance professional with extensive experience in investment management and financial planning. Currently serving as Senior Operations Manager at Altfest Personal Wealth Management since December 2018, Andrew has progressed through various roles, contributing to the operational and financial planning aspects of the firm. Prior to this, experience as a Senior Investment Analyst at Willis Towers Watson involved advising institutional clients on investment program management and compliance. Earlier roles included financial analysis and budget development at BountyJobs, Inc., along with internships focused on marketing and project management at organizations like the Otsego County Chamber of Commerce and the New York Council of Nonprofits. Andrew holds an MBA with a concentration in Business Analytics from Binghamton University and a Bachelor's Degree in Business Economics from SUNY Oneonta.
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Altfest Personal Wealth Management
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.