Richard Pfister Overview
Richard Pfister General Information
Biography
Mr. Richard Pfister is the Founder and serves as Chief Executive Officer, Managing Member of the Investment Committee, and Partner at AlphaCore Wealth Advisory. He is a Co-Founder and serves as Chief Executive Officer at factorE. He has over 25 years of experience in wealth advisory and financial services with an emphasis on diversifying traditional portfolios with alternative strategies. In 2015, he founded AlphaCore, which has become a leading wealth advisory firm. He serves as AlphaCore's CEO and managing member of the Investment Committee. Throughout his career, he has successfully navigated changing market conditions on behalf of hundreds of entrepreneurs and investment professionals. As a partner at Altegris, He democratized access to elite asset managers previously not available to the mainstream investor. In 2010, he and his partners sold Altegris to a Fortune 500 company. Earlier in his career, he started as a technical analyst and floor trader at the Chicago Mercantile Exchange. He managed the Global Trade Desk for Dean Witter Reynolds. In addition, he is a part of the inaugural class of Chartered Alternative Investment Analysts. (CAIA®) He provided investment insight to the San Diego Foundation Investment Committee, and the USD Emerging Leaders Council and served as a board member for Voices for Children, a charity focused on helping foster children throughout San Diego. He is also a member of the iCapital Advisory Council. He completed his B.S. in Business Administration with a concentration in Finance from the University of San Diego.
Contact Information
Address
- 875 Prospect Street
- Suite 315
- La Jolla, CA 92037
- United States
Richard Pfister Positions (2)
Firm name | Firm type | Title | Location | Industry | Since |
---|---|---|---|---|---|
AlphaCore Wealth Advisory | Limited Partner | Founder, Chief Executive Officer, Managing Member of the Investment Committee, and Partner | La Jolla, CA | Wealth Management Firm | |
factorE | Company | Co-Founder & Chief Executive Officer | La Jolla, CA | Other Financial Services |
Richard Pfister Lead Partner on Deals (2)
Richard Pfister has been the lead partner on 2 deals. Their latest deal was with All Season Financial Advisors, a asset management company. The deal was made on 16-Oct-2024.
Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
---|---|---|---|---|---|---|
All Season Financial Advisors | 16-Oct-2024 | Buyout/LBO | Announced/In Progress | Asset Management | Denver, CO | |
iCapital Network (Private Client Group Rights) | 30-Sep-2020 | Completed | Buildings and Property | San Diego, CA |
Richard Pfister Network (1)
Portfolio Executives (1)
Name | Company | Role | Deal date | Location |
---|---|---|---|---|
All Season Financial Advisors | Founder & President | 16-Oct-2024 | Denver, CO |
Richard Pfister FAQs
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Who is Richard Pfister?
Mr. Richard Pfister is the Founder and serves as Chief Executive Officer, Managing Member of the Investment Committee, and Partner at AlphaCore Wealth Advisory.
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How much does Richard Pfister typically invest?
Richard Pfister's median deal size is
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What is Richard Pfister’s main position?
Richard Pfister’s primary position is Founder, Chief Executive Officer, Managing Member of the Investment Committee, and Partner.
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What are the contact details for Richard Pfister?
Richard Pfister’s email address is dp
and his phone number is +1 (858) .
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