Shelly Altman, CFP®

Shelly works closely with people and families with significant wealth, helping to streamline and simplify their finances and align their assets to support their aspirations, often over many generations. She is involved in all aspects of LNW client account management and planning, including supporting LNW wealth managers to create, implement and monitor client investment portfolios and wealth plans, to maintain the appropriate strategic allocations within portfolios, and to propose solutions that enhance the overall client relationship.  

Shelly especially enjoys the focus at LNW on developing close, personalized relationships 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. 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 led modeling, data analysis and primary research workflow on private equity due diligence and strategy projects.