Dave Altman
Bernstein Global Wealth Management
Stamford, Connecticut
Contact
How to contact
Dave.altman@bernstein.com
Professional Profile
Call Me When
Raising capital, Thinking about an exit, transitioning to the next generation.
Professions
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
Family business
Fiduciary
Fundraising
Investments
Leadership Development
Trusts
Exit/Transition Planning
Professional Certification
Certified Financial Planner (CFP)
Client Industries
Business Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Chapter information
Membership
Connecticut Individual
Member since
Member for 1 year
Why I'm a Member of XPX
I exited a business I founded and it did not go well. I dedicated my career to help others avoid my mistakes.
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