Richard Alpert, CFP®
Managing Partner & Portfolio Manager
Mr. Alpert has been a Investment Adviser Representative since 2001, providing investment and wealth management services to individuals, families and small businesses. Mr. Alpert manages the firm and is the portfolio manager for the Dividend Growth Portfolio. He is responsible for setting the overall direction and product strategy for the firm, chairs the weekly investment committee meeting and serves institutional clients.
Mr. Alpert received his B.A. in political science and economics from the Colorado College. An ex-professional mountain guide, in 1998 he became the youngest American to summit Mount Everest via the North Ridge.
