AlphaCore Wealth Advisory

Today, we are pleased to share that AlphaCore Wealth Advisory has merged with Callan Capital, launching AlphaCore Family Office Services. This combination enhances our multi-generational family office capabilities, strengthens our presence in San Diego, CA and Denver, CO, and establishes a new footprint in Austin, TX. The transaction is expected to close in the second quarter of 2025, subject to customary closing conditions. Callan Capital has provided wealth management services to business owners, executives, and multi-generational families since 2007. Integrating Callan’s capabilities strengthens AlphaCore’s platform by supporting AlphaCore Family Office Services, expanding resources in tax advisory, business succession planning, and philanthropy alongside our existing investment management services. We are pleased to welcome Trevor Callan, Tim Callan, and Ryan Callan, along with their 24-member team. Read the full announcement here: https://lnkd.in/gtAysFEB #WealthManagement #FamilyOffice #MergersAndAcquisitions #UHNW #SouthernCalifornia #Expansion #ClientSolutions

At the 2024 AlphaCore Wealth Summit, Stacy Havener shared a candid truth: "There's pressure for women to be the person you think people want you to be, as opposed to embracing who you really are. What it leads you to do is dull your edges." This insight was part of a powerful discussion featuring accomplished leaders who opened up about their career journeys, challenges, and the lessons they’ve learned along the way. The conversation highlighted how embracing authenticity, rather than conforming to expectations, leads to stronger leadership, innovation, and impact. As we celebrate Women's History Month, we reflect on these stories and the invaluable perspectives shaping the future of leadership. Here’s to the women paving the way, on their own terms. Watch the full session here: https://lnkd.in/gH982ptp #WomensHistoryMonth #Leadership #WomenInFinance #AuthenticLeadership

Hedge funds seem to be back in the spotlight. With market volatility on the rise, investors and allocators alike are rethinking the role hedge funds play in a modern portfolio—are they best used for downturn protection, as a diversifier, or to enhance returns? At #ALTSLA 2025, our Director of Research, Johann Lee, CFA, joined a panel of industry leaders to tackle this exact question. The conversation explored the evolving function of hedge funds within portfolio construction, offering unique insights into how different vehicles and strategies can address client needs across risk and return spectrums. Thank you to Markets Group and fellow panelists for the opportunity to engage in thoughtful dialogue on the evolving role of alternatives. #HedgeFunds #Alternatives #PortfolioConstruction #ResearchLeadership #InvestmentStrategy

We're Hiring: Director of Marketing at AlphaCore AlphaCore is looking for a strategic and hands-on marketing leader to drive our brand evolution, digital strategy, and client engagement in the wealth management space. This Director of Marketing role offers an exciting opportunity to shape our marketing function, lead growth initiatives, and collaborate with our executive team to enhance our presence in the financial industry. ?? Location: La Jolla, CA (On-site) ?? Experience: 10+ years in financial services marketing (RIA or wealth management preferred) If you, or someone in your network, have a proven track record of driving AUM growth, managing brand strategy, and executing impactful marketing campaigns, we’d love to connect. ?Apply here: https://lnkd.in/gP_HR5jC #Hiring #MarketingDirector #WealthManagement #RIA #MarketingLeadership #FinancialServices #OpentoWork

?? Celebrating Women Investors This Women's History Month ?? Did you know women are projected to control $30 trillion in household financial assets by 2030? At AlphaCore, we're commemorating Women's History Month by exploring the unique considerations female investors face: How women perceive risk differently (and often more strategically!) The confidence gap that persists despite equal investing capabilities The importance of planning for longer lifespans Our latest blog dives into how we're empowering women to take charge of their financial futures with clarity and confidence. Whether you're investing for retirement, building generational wealth, or preparing for life's transitions, we're here to help navigate the journey. Read our full blog: "Invest in Women, Invest in the Future" https://lnkd.in/gb39rWXP #WomensHistoryMonth #WomenInFinance #FinancialEmpowerment #WealthManagement #AlphaCore

Madeline Hume, CFA, reflects the AlphaCore difference through her work in investment research. As a senior investment research analyst and CFA? charter holder, she contributes to our research efforts, applying her background in investment due diligence and asset allocation. Before joining AlphaCore, Madeline spent over six years at Morningstar, where she authored thought leadership pieces and developed methodologies focused on multi-asset and alternative investments. Her research background includes hedge funds, liquid alternatives, and traditional investment strategies, bringing valuable perspective to the team. Madeline was recently recognized as a ThinkAdvisor Luminaries Awards 2024 Next-Gen Rising Stars Honoree, highlighting her contributions to investment research and thought leadership. Beyond her professional work, Madeline is passionate about community service, travel, skiing, live music, and literature. We’re proud to celebrate her contributions this Women's History Month and every day. #WomensHistoryMonth #WomenInFinance #InvestmentResearch #CharteredFinancialAnalyst

The markets have been making moves—are you wondering what’s driving the shifts? Our Chief Investment Officer, Eric Gerster, shares key insights in our March 2025 Market Outlook, breaking down the latest economic trends and what they could mean for investors. In this update, Eric covers: ?? What’s causing market volatility ?? Why it’s important to stay the course ?? How alternatives can potentially strengthen portfolio outcomes At AlphaCore, we’re here to help you navigate evolving market conditions with confidence. Watch the full video for deeper insights. ?? Have questions? Leave a comment below. #MarketOutlook #InvestmentInsights #WealthManagement #MarketInsights #MarketTrends?#FinanceFriday

"One of the most undervalued assets out there is the potential that women bring into the business world." – Dr. Tara Ceranic Salinas, PhD, 2024 AlphaCore Wealth Summit As we celebrate Women's History Month, this powerful statement serves as a reminder of the contributions women make in shaping industries, driving innovation, and redefining leadership. At AlphaCore, we recognize the value of diverse perspectives and the impact they have on building a stronger future. Want to hear more? Watch the full session here: https://lnkd.in/gH982ptp Here’s to the women breaking barriers, challenging norms, and leading the way. #WomensHistoryMonth #Leadership #WomenandWealth

Meet Kristina Cagle, CAIA, Senior Wealth Advisor and Principal at AlphaCore Wealth Advisory! With a decade of experience in comprehensive wealth management, Kristina applies her deep knowledge to help clients navigate investment strategies that align with their financial objectives and personal values. She has worked extensively with high-net-worth families and family offices, gaining experience in incorporating hedge funds, private equity, and real estate into diversified portfolios. Her background informs her approach to balancing traditional and alternative investments, providing clients with insights to help them make well-informed financial decisions. We’re so grateful to have Kristina on the AlphaCore team! Her passion for understanding each client’s unique journey and her thoughtful approach to wealth management make her an incredible asset to both our team and the clients she works with every day. #WomensHistoryMonth #WomenInFinance #WomeninWealth #WealthManagement

Our 2024 AlphaCore Wealth Summit’s Women in Wealth panel featured candid conversations on career growth, leadership, and impact. This powerful discussion brought together accomplished leaders who shared insights about building successful careers in their respective fields. This panel brought to light practical tactics for the next generation of professionals, while examining how diverse leadership drives innovation and results. Their personal stories and professional insights provided valuable lessons for anyone looking to grow in a leadership role, highlighting shared experiences and challenges that resonate across industries. Watch the highlight video below to hear from Madeline Hume, CFA, AlphaCore Senior Research Analyst; Lisa Crafford, Head of Advisory at Constellation Wealth Capital; Stacy Havener, Founder & CEO of Havener Capital Partners; and Dr. Tara Ceranic Salinas, PhD, Department Chair of Management and Professor of Business Ethics at the University of San Diego. Watch the full session and more at https://lnkd.in/gH982ptp #AlphaCoreWealthSummit #WomensHistoryMonth #WomenInFinance #WomenWhoLead #IndustryInsights