Array ( [q] => team )
AlphaCore expands its wealth advisory business with acquisition of iCapital’s Private Client Group serving high-net-worth clients


AlphaCore Team

Dick Pfister, CAIA

CEO, Founder

Tricia Zehr, IACCP

Chief Compliance Officer

Carl Adams

Managing Director, Private Client Group

Kirk Strawn, CFA, CIMA

Chief Strategy Officer

Marc Seward, ChFC, CLU

Senior Wealth Manager

Brian Marvin

Senior Wealth Advisor

Tonya Dupree

Director of Operations

Johann Lee, CFA

Director of Research

Chris Maudlin, CAIA

Senior Wealth Advisor

Stephanie Williams, CAIA

Senior Wealth Advisor

Alexis Rowe

Wealth Advisor

Kristina Graf, CAIA

Wealth Advisor

Brett Hughes

Associate Wealth Planner

Lisa Patton

Associate Wealth Advisor

Melissa Silverthorn

Operations and Compliance Coordinator

Mackenzie Dean

Client Service Associate

Kimmy McCarthy

Client Service and Operations Specialist