Richard Pfister Overview

  • Primary Position
  • Founder, Chief...

  • Primary Industry
  • B2B

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

Primary Position
Founder, Chief Executive Officer, Managing Member of the Investment Committee, and Partner, AlphaCore Wealth Advisory
Education
University of San Diego, BS (Bachelor of Science)
Gender
Male
Email
dp
Phone
+1 (858)
Address
  • 875 Prospect Street
  • Suite 315
  • La Jolla, CA 92037
  • United States
+1 (858)

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

  • 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.

  • How much does Richard Pfister typically invest?

    Richard Pfister's median deal size is .

  • 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.

  • 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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