Dick has over 25 years of experience in the wealth advisory and financial services with an emphasis on diversifying traditional portfolios with alternative strategies. In 2015, he founded AlphaCore, which has become a leading wealth advisory and financial technology firm. He serves as AlphaCore’s CEO and managing member of the Investment Committee. Throughout his career he has successfully navigated changing market conditions on behalf of hundreds of entrepreneurs and investment professionals.
As a partner at Altegris, Dick democratized access to elite asset managers previously not available to the mainstream investor. In 2010, Dick and his partners sold Altegris to a Fortune 500 company.
Earlier in his career, Dick started as a technical analyst and floor trader at the Chicago Mercantile Exchange. He managed the Global Trade Desk for Dean Witter Reynolds. In addition, Dick is a part of the inaugural class of Chartered Alternative Investment Analysts. (CAIA)
Dick provides investment insight to the San Diego Foundation Investment Committee, the USD Emerging Leaders Council and served as a board member for Voices for Children, a charity focused on helping foster children throughout San Diego.
Education & Accreditation:
- University of San Diego, B.S. Business Administration with a concentration in Finance
- CAIA®, Inaugural member of the Chartered Alternative Investment Association®