Altfest Personal Wealth Management
Shakib Chawdhury has work experience in various companies and roles. In 2015, they served as the Chapter PCI Chair at the National Society of Black Engineers. From 2017 to 2017, they had an internship as an Investment Management and Trading Technology Co-Op Internship at Wilmington Trust. At Glenmede, they worked as a Rotational Management Associate from 2019 to 2020. Currently, Shakib is employed at Altfest Personal Wealth Management as a Portfolio Analyst and Head Trader, starting in October 2021.
Shakib Chawdhury's education history includes attending The Brooklyn Latin School for high school and later pursuing a Bachelor's Degree in Computer and Information Science at the Wentworth Institute of Technology.
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.