Alteris Capital Partners, LLC

Thomas Kennedy is a CFP® professional with 18 years of experience in the financial services industry. He currently serves as an advisor at Alteris Capital Partners, LLC and has prior experience at Global Wealth Advisors, Commonwealth Financial Network, and Prudential Investment Management Services. Outside of his advisory role, he is co-owner of Business Financial Group Human Resource Management, an HR consulting and payroll services firm. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to individuals, trusts, estates, and institutional clients. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, with an investment process that incorporates fundamental, technical, and cyclical analysis.

James Sivco is a CFA® charterholder and financial advisor at Alteris Capital Partners, LLC with six years of industry experience. His prior roles include positions at Atlas Private Equity Partners LLC, Freeman Financial Services Inc., and Texas Capital Bank, N.A. He has also been involved with Molten Layer LLC, an outside business activity. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, incorporating fundamental, technical, and cyclical analysis, and employs margin borrowings and derivatives in some client strategies.

Sierra Elrod is a financial advisor at Alteris Capital Partners, LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Global Wealth Advisors and Commonwealth Financial. Prior to her advisory career, she held roles at the University of Mary Hardin-Baylor and the University of St. Thomas. Alteris Capital Partners provides discretionary investment management, financial planning, and business consulting to a range of clients including individuals, trusts, estates, and charitable organizations. The firm emphasizes customized, long-term portfolios using low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and incorporates margin borrowings and derivatives within separately managed accounts.