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Dave Altman
Bernstein Global Wealth Management
Member profile details
Membership level
Connecticut - Fairfield County
First name
Dave
Last name
Altman
Title
Principal
Company
Bernstein Global Wealth Management
XPX Chapter Email Lists
Connecticut - Fairfield County News & Events
Connecticut - Hartford New & Events
Connecticut News & Events
New York News & Events
CONTACT INFORMATION
City
Stamford
State
Connecticut
PROFILE INFORMATION
Call me when
Raising capital, Thinking about an exit, transitioning to the next generation.
Why I/we support XPX
I exited a business I founded and it did not go well. I dedicated my career to help others avoid my mistakes.
Profession
Wealth Manager
Functional Expertise
Board of Directors (for profit)
Board of Directors (not for profit)
Business development
Business growth
Business management
Capital markets
Cash management
Charitable giving
Employee benefits
Entrepreneurship
Estate planning
Exit/Transition Planning
Family business
Fiduciary
Fundraising
Investments
Leadership Development
Trusts
Client Industry(ies)
Business Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Professional Certification(s)
Certified Financial Planner (CFP)
In Business Since
2003
How to contact
Dave.altman@bernstein.com
Website
https://www.bernstein.com/our-team/locations/stamford/dave-altman.html
LinkedIn profile link
https://www.linkedin.com/in/davealtman1
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