Shelly Altman, CFP®
Senior Wealth Analyst
Shelly is an intellectually curious and empathetic wealth management professional. She is passionate about helping clients achieve financial wellness through financial, investment, tax and estate planning and impact investing strategies. She enjoys developing close, personalized connections with clients in order to help them have the greatest impact with their assets, be it within their family, community or the world at large.
Shelly has worked in client service her whole career, with clients ranging from software executives and private equity teams to small wellness business owners. Prior to LNW, Shelly worked at OCR Gateway, where she spearheaded a go-to-market strategy for a software product launch, and at Stax, where she worked on private equity commercial due diligence and strategy projects.
- B.S. in International Business, Concentration in Finance, Minor in International Affairs, Northeastern University
- Yoga Alliance Registered Yoga Teacher – 200 Hour
- Volunteer Community Yoga Teacher
- Volunteer Business Coach, Pacific Community Ventures
- Park & Garden Maintenance in SF nature spaces
Practicing, teaching, and learning about yoga; traveling internationally and spending time in nature enjoying the gifts of the Earth.
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