Dave Altman, Cfp® Email & Phone Number

For nearly 2 decades, I have created bespoke solutions for sophisticated clients to optimize investment outcomes, so they can avoid capital transactions like the one I had prior to Bernstein. I focus my practice on two areas—business owners around the world and those heavily involved in philanthropy. I work with high-net-worth investors in the U.S. and around the globe specializing in wealth transitions across domiciles and generations as well as the spending policy and asset allocation guidelines of endowments and foundations. I joined Bernstein in 2003 at our New York City headquarters. Previously, I co-founded WebMadrid a bilingual technology company in Spain. I hold a BA in Spanish and government from Dartmouth College and a Masters’ in digital commerce from La Universidad Politécnica de Madrid. While at Dartmouth, I threw the hammer with the Dutch and Spanish Olympic teams. I later captained two semi-professional American football teams in Europe. I serve on the philanthropic boards of UrbanGlass as Treasurer; of the Children’s Support Foundation; and of Dartmouth College Friends of Track and Field. Additionally, I invest in and serve on boards of private companies in the health, technology, and real estate industries.Specialties: Multi-Generational Wealth Management, Global Family Investment Planning, Business transition/exit planning, Not-For-Profit Investment Strategies, and Captive Insurance investment planning as a Financial Advisor.

Listed skills include Start Ups, Alternative Investments, Estate Planning, Investment Management, and 28 others.

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  Wealth Management - Principal, Financial Advisor

  Bernstein Private Wealth Management

  Aug 2003 - Present - New York City Metropolitan Area

  Comprehensive investment planning and wealth management for wealthy families, foundations and endowments on a worldwide scale.