Howard T. Alter
Managing Partner

Mr. Alter served on the Charles Schwab Advisory Board and has lectured at American Universities on financial strategy and portfolio management. He has been quoted in a number of publications including The Wall Street Journal, New York Daily News, and He has also provided radio commentary for a number of stations across the United States.

Mr. Alter received his undergraduate degree in Finance from The George Washington University and holds a MBA from The New York University in Finance. He has a particular research interest in the emotional aspects of money as it relates to life decisions and hopes to publish a book on the topic in the future.

Mr. Alter has been involved in coaching youth sports. He most recently served as head coach for a New Jersey Junior Olympic Softball Program which won a State Championship for two consecutive years. He enjoys long distance running and has completed numerous marathons including those held in New York City, Chicago, San Diego, Memphis, and Quebec, Canada. He also loves baseball history.

Mr. Alter has significant community interests and has served in leadership positions for several organizations including: Famis, LLC, Fungoplay, LLC, My Purpose Party, LLC, Beth El Synagogue and the Princeton Friends School. His charitable interests are focused on building the self-esteem of children and medical research. Mr. Alter considers his greatest achievement to be his family. He has been married for thirty years to his wife Nancy, and they have three children together. The Alter family resides in Philadelphia, PA.