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Tristine A

Series 65

Rockville, MD

AlphaCore Capital LLC

Tristine Altamirano is a financial advisor at AlphaCore Capital LLC with a Series 65 credential and one year of industry experience. Prior to joining AlphaCore, she held roles at SPC Financial, Inc., Grossberg Company LLP, and Liptz, Roberts, Marquez, Merkle, Singh & Zipor Chtd. Outside of financial advising, she is an instructor at Pure Barre Rockville, where she teaches for 6-8 hours per month. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional, and entity clients. The firm offers comprehensive wealth planning and investment management with an emphasis on both traditional and alternative investment strategies.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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Thomas H

Summit, NJ

AlphaCore Capital LLC

Thomas Haire Jr. is a financial advisor at AlphaCore Capital LLC with 19 years of industry experience. He previously worked for 34 years at Brave Asset Management, Inc. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers wealth planning and investment management, emphasizing alternative investing alongside traditional strategies, and provides services including tax preparation, trustee services, and retirement plan advisory.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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Stephen S

Series 63, Series 65

Bethesda, MD

AlphaCore Capital LLC

Stephen Sikes is a financial advisor at AlphaCore Capital LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SPC Financial, Raymond James Financial Services, and ATEL Securities Corporation. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management with a focus on alternative investing alongside traditional strategies, managing accounts primarily on a discretionary basis and providing services such as tax preparation and ERISA retirement plan advisory.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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Philip M

CFP®, Series 66

Bethesda, MD

AlphaCore Capital LLC

Philip Mantua Jr. is a CFP® and Series 66 designated advisor with 10 years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, Inc. for ten years. Mantua also serves as a producing agent for an insurance affiliate of the firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm offers comprehensive wealth planning and investment management, emphasizing a blend of traditional and alternative investment strategies to pursue multi-asset diversification and resilience.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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Juliet H

CFP®

Denver, CO

AlphaCore Capital LLC

Juliet Hull is a CFP® professional with 11 years of industry experience, currently advising at AlphaCore Capital LLC since 2026. Her prior experience includes roles at Elk River Wealth Management LLC, BOK Financial Private Wealth, and CoBiz Wealth. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides comprehensive wealth planning and investment management, emphasizing a diversified approach that includes traditional and alternative investment strategies as well as tax preparation and retirement plan advisory services.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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Jason P

CFP®, Series 66

Bethesda, MD

AlphaCore Capital LLC

Jason Perlman is a CFP®-designated advisor with 10 years of industry experience, currently serving at AlphaCore Capital LLC since 2025. He previously worked at Raymond James Financial Services, Inc. for eight years and SPC Financial, INC. for eleven years. Perlman is also a producing agent for an insurance affiliate connected to his firm. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm combines traditional and alternative investment strategies with comprehensive wealth planning, tax preparation, trustee services, and specialized retirement plan advisory services.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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William S

CFP®, Series 65

Tiverton, RI

AlphaCore Capital LLC

William Swart is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Brave Asset Management, Inc. for four years as well as at Gleeson's Wine and Spirits. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides wealth planning and investment management with access to traditional and alternative strategies, emphasizing multi-asset diversification through qualitative analysis and manager due diligence.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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Brandon B

CFP®

La Jolla, CA

AlphaCore Capital LLC

Brandon Bol is a CFP® with six years of industry experience, currently serving as a financial advisor at AlphaCore Capital LLC in La Jolla, CA. His prior experience includes roles at The Colony Group, LLC and HoyleCohen, LLC. Outside of his advisory role, he is involved in managing investment holdings through JoMar_MAE LLC. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, institutional clients, and entities. The firm combines traditional and alternative investment strategies, offering comprehensive wealth planning, investment management, and specialized services such as trustee and ERISA retirement plan advisory, often managing accounts on a discretionary basis and utilizing third-party sub-advisers.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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Michael M

Series 63

La Jolla, CA

AlphaCore Capital LLC

Michael Mcgreevy is a financial advisor with AlphaCore Capital LLC in La Jolla, CA, holding a Series 63 designation and 28 years of industry experience. He worked previously at Private Asset Management, Inc. for 24 years before joining AlphaCore Capital in 2022. AlphaCore Capital LLC is an independent wealth advisory firm that serves individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional equity and fixed-income strategies to pursue multi-asset diversification and resilience.

Private / alternative investments Real estate investing Founder/Business Owner Retired
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