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MEMBER PROFILE

 

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
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