Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Dave Altman

Bernstein Global Wealth Management

 

Member profile details

Membership level
Connecticut Individual
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
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy