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St. Louis, MO Office

Team
Updated today

Client AUM

$4,772,245,562

Clients

6,960

Advisors

4

Of 9 advisors across 5 offices

Location

190 Carondelet Plaza, Suite 1300

St. Louis MO 63105

Advisors at this office

4

Advisors at this office

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Brandon R

Series 66

St. Louis, MO

ACR Alpine Capital Research, LLC

Brandon Reed is a financial advisor at ACR Alpine Capital Research, LLC with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he spent 11 years at Northwest Permanente. ACR Alpine Capital Research offers discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based investment approach with bottom-up analysis across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles alongside sub-advisory and wrap program roles.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
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Willard T

Series 63, Series 66

St. Louis, MO

ACR Alpine Capital Research, LLC

Willard Tow III is an advisor at ACR Alpine Capital Research, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations. His work history includes roles at IMST Distributors, LLC since 2017 and at ACR Alpine Capital Research since 2013, where he supports two Managing Directors in client relations and marketing efforts. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across multiple equity and multi-asset strategies and manages a diverse range of pooled vehicles alongside sub-advisory and wrap program roles.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
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Gregory H

Series 66

St. Louis, MO

ACR Alpine Capital Research, LLC

Gregory Halvachs is a financial advisor at ACR Alpine Capital Research, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Argent Capital Management and Wells Fargo Advisors. He is currently involved with Alpine Capital Research, LLC in client relations and sales and marketing support. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across equity and multi-asset strategies and manages a mix of registered mutual funds, private pooled vehicles, and advisory programs.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
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Nicholas T

CFA®, Series 63, Series 65

St. Louis, MO

ACR Alpine Capital Research, LLC

Nicholas Tompras is a CFA® charterholder with 27 years of industry experience. He has worked at ACR Alpine Capital Research, LLC since 2017 and previously spent 17 years at Alpine Investment Management, LLC. He also serves as the Non-Executive Chairman of Alpine Private Capital, LLC, providing strategic leadership and overseeing executive performance. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies, managing portfolios with a long-term orientation and a diverse range of account types.

Active portfolio management Private / alternative investments Cross-border / expatriate tax planning Founder/Business Owner
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