Advisors at this firm
Michael S
CFP®, Series 63, Series 66
Santa Rosa Beach, FL
Alpine Private Wealth
Michael Stanton is a CFP® with 24 years of experience in financial advisory services. He has been with Alpine Private Wealth since 2017 and previously worked at IMST Distributors, LLC and Alpine Investment Management, LLC. Stanton serves as Managing Director at Alpine Private Capital, focusing on high net worth client management. Alpine Private Wealth provides investment advisory and wealth management services to a range of private wealth clients, including individuals, charitable organizations, and corporate clients. The firm employs a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and manages approximately $1.227 billion in assets.
Sean T
Series 66
Saint Louis, MO
Alpine Private Wealth
Sean Toohey is a financial advisor at Alpine Private Wealth with four years of industry experience. He holds the Series 66 designation and has worked previously at Cetera Advisor Networks, Renaissance Financial Corp, and TD Ameritrade. Alpine Private Wealth provides investment advisory and wealth management services to individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm primarily manages client portfolios through discretionary mandates and a sub-adviser model, combining affiliated and non-affiliated sub-advisers to implement core strategies.
Brett R
CFA®, Series 63, Series 66
Saint Louis, MO
Alpine Private Wealth
Brett Rufkahr is a CFA® charterholder with 15 years of industry experience and currently serves at Alpine Private Wealth. He has held roles at Alpine Private Capital, LLC, IMST Distributors, LLC, and Alpine Investment Management, LLC. Outside of his advisory work, he is the owner of Pottery Hollow, Inc., a chain of pottery painting and crafts stores, and chairs the Executive Advisory Board at Saint Louis University’s John Cook School of Business. Alpine Private Wealth provides investment advisory and wealth management services to individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm uses a discretionary portfolio management approach supported by both affiliated and non-affiliated sub-advisers and offers access to affiliated mutual and private funds.
Brian Y
CFA®, Series 63
Saint Louis, MO
Alpine Private Wealth
Brian Yost is a CFA® charterholder with five years of industry experience, currently serving as a managing director at Alpine Private Capital, LLC. His prior experience includes roles at IMST Distributors, LLC and Bank of America Private Bank, where he worked for two decades. Outside of finance, he is a managing member of a hair salon business and serves on the board of the Fellowship of Christian Athletes, as well as treasurer for a local fly fishing group. Alpine Private Wealth provides investment advisory and wealth management services to private wealth clients, including individuals, high net worth households, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm manages portfolios primarily through discretionary mandates and a sub-adviser model, offering access to affiliated and non-affiliated investment vehicles and employing a formal due diligence and review process.