Andrew Altfest, CFP® in

Andrew Altfest, CFP®

Activist · DISC type Cd
Founder and CEO at FP Alpha
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
Founder and CEO
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Andrew shows up

Meticulous
Value Conscious
Observative

They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Andrew cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2020
Founder and CEO
FP Alpha
3-2019
President and Principal Advisor
Altfest Personal Wealth Management
6-2008 - 1-2018
Managing Director, Executive Vice President
Altfest Personal Wealth Management
7-2003 - 5-2008
Investment Analyst
Altfest Personal Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2008
Master of Business Administration (MBA)
Columbia Business School
1999 - 2003
Bachelor of Arts with Honors in English
Cornell University
2014 - 2015
Education details unavailable
The Schwab Executive Leadership Program
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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