Daniel B. Altman

Daniel B. Altman has a diverse work experience spanning different roles and companies. Starting in 2010, they interned as an Application Specialist at Bloomberg LP. In 2011, they interned as a Portfolio Management Intern at Altman Investment Management, LLC. In 2012, they interned in roles such as Wealth Management Intern at RBC Wealth Management, Property Management Intern at Sackman Enterprises, Inc., and Portfolio Management Intern at Bradley, Foster & Sargent, Inc.

In 2013, Altman worked as an Equities Data Analyst at Bloomberg LP. From 2014 to 2018, they were employed by Morgan Stanley, initially as a Registered Associate and later as a Financial Advisor. Daniel then joined Cohen & Steers as an Associate Director from 2018 to 2022. Currently, they hold the position of Vice President at Offit Capital Advisors, starting in April 2022.

Daniel B. Altman completed their high school education at Princeton Day School from 2003 to 2009, earning a High School Degree. Subsequently, they pursued a Bachelor of Arts (B.A.) degree in Economics and Legal Studies from Trinity College-Hartford, graduating in 2013.