Our Team

Formed in 2001, our firm reflects the expertise of investment professionals who have dedicated their careers to advising affluent individuals, families, trusts, institutions and nonprofit organizations. We provide our clients with an average of over 30 years’ experience among our managers.

Peter J. Altman, President

Peter is the founder, and President of Altman Investment Management, LLC and also the firm’s Chief Investment Officer. He launched his investment firm in 2001 as a Registered Investment Advisor based in Princeton, New Jersey. The firm focuses on the assets of pension and endowment funds, as well as high net-worth individual portfolios. Read more…

Jeffrey S. Baumann, Managing Director

Jeffrey’s career in the investment and financial service business spans a period of over 27 years. In January 2003, Jeffrey joined Altman Investment Management LLC, (AIM, LLC) a Registered Investment Advisor, as Managing Director. Jeffrey’s primary responsibility includes managing fixed income portfolios for taxable and tax-exempt clients, serving both private and institutional markets. Read more…

Karen Troiano, CFA, Senior Portfolio Manager

Karen joined Altman Investment Management, LLC in January 2008. As Senior Portfolio Manager, her responsibilities include performance reporting and attribution, security analysis, trading, investment commentary contribution, business analysis and due diligence reporting. Read more…

Gaby Levitt Altman, Director, Marketing Services

In April 2007, Gaby joined Altman Investment Management, LLC, a Registered Investment Advisor based in Princeton, N.J. As Director of Marketing Services, her strategic marketing expertise and client dedication, from having orchestrated successful national campaigns for leading firms in the financial services industry, allow us to provide clients and prospective relationships with effective custom communications. Read more…

Asta Haas-Heye Director, Business Operations

Asta joined Altman Investment Management in January 2003 as Director of Business Operations. Her responsibilities include the control of the firm’s portfolio accounting system, production and verification of client investment reporting, as well as the management of new business implementation. Additionally, Asta supports the maintenance of the performance records for our client investment accounts. Read more… 

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