CFA®, CAIA® – PRESIDENT AND WEALTH MANAGEMENT ADVISOR
Even prior to college, Brett has had an intense interest in financial markets and the securities that trade in them. Engaging this passion for markets, Brett has worked since 1986 assisting wealthy families, individual investors, and non-profit institutions to successfully achieve their financial objectives. As a student of all things finance, he has taken his keen interest in the markets along with nine years of adjunct teaching experience at local universities and worked to provide educational material and programs to his clients and their families, especially post-collegiate children and grandchildren as they work to develop an understanding of important financial and economic concepts.
As the President of Alpine Private Capital, Brett leads the strategic direction of the firm working closely with the Alpine team to ensure clients are well served with the best tools and technology and by top financial professionals. Brett honed his skills while serving clients at several prominent firms including U.S Trust, TIAA-CREF and Boatmen’s Trust Company. Prior to the commencement of his professional career, Brett earned his BSBA with a double major in accounting and finance and later an MBA, both from Saint Louis University. To further enhance his knowledge base and ability to serve investors, he returned to his studies earning the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.
Active in the community, Brett has served in numerous leadership positions at non-profit entities in the past 25 years and currently serves as Chairman of the Executive Advisory Board for the Chaifetz School of Business at Saint Louis University, Chairman of the Daughters of Charity Foundation, member of the Committee for Trustees at De Smet Jesuit and member of the Community Engagement Committee for Villa Duchesne Oak Hill School. He and his family are frequently involved in other service work throughout the St. Louis community.
CHIEF OPERATING OFFICER
For nearly three decades, Kris has been a financial professional dedicated to “getting it right” for the client. Her focus on diving into the operational intricacies of trading, investment performance, technology and money movement have been critical to accommodating investors and families in the management of their wealth. Kris also has the noteworthy distinction of being Alpine’s longest serving employee having joined the firm in 2001. During her tenure, she has been an integral part of the firm’s growth from $30mm to over $3 billion for the combined Alpine entity.
As Alpine Private Capital’s Chief Operating Officer, Kris is deeply involved in building out Alpine’s technological infrastructure and ensuring that the firm’s systems are first class, utilizing the industry’s latest innovations and enhancements. Additionally, as Alpine’s first client service associate, Kris leads the team’s Client Service Team working with our associates to deliver outstanding service results for our clients. Kris uses her substantial prior experience in the financial services industry and related knowledge to ensure the smooth operation of Alpine Private Capital for both our clients and our team.
When not working to ensure Alpine’s clients have great service and the Alpine team has top technology tools, Kris is a committed Mother of two children and is active in her youngest daughter’s school.
CFP® – MANAGING DIRECTOR AND WEALTH MANAGEMENT ADVISOR
Mike has been serving families and individual investors for over 19 years helping them to navigate the complexities of their wealth and enhancing their financial lives. Mike began his career with Morningstar and subsequently worked for other leading financial firms including Fidelity Investments, U.S. Trust and, most recently, J.P. Morgan Private Bank where he used his expertise as a CERTIFIED FINANCIAL PLANNER™ professional to advocate for the financial needs of high and ultra-high net worth families and family offices throughout the country. Mike’s passion for finance and wealth management originated with his studies at the University of Illinois where he received his B.S. in Finance.
As Managing Director and Senior Wealth Management Advisor, Mike, an avid and constant consumer of financial data and information, is an ardent advocate for his clients at Alpine Private Capital working with them to protect their wealth while solving challenging financial, estate planning, and tax issues. A senior member of the Alpine team, Mike is closely involved with building out the firm’s planning services as well as leading Alpine’s family office efforts.
In the past, Mike was an active member of the Board at St. Joseph’s Institute for the Deaf and was a founding Board member of Make A Wish of Missouri Young Professionals. Mike and his wife have three children and are active in their various athletic pursuits. When not serving his clients, Mike is often traveling for his daughter’s gymnastic events or attending his sons’ games.
SENIOR PRIVATE CLIENT ASSOCIATE
Nothing is more evident in Meaghan’s work than her passion and focus for ensuring that Alpine’s clients are worry-free when it comes to the administration of their wealth. As an Alpine veteran, having joined the firm in 2010, Meaghan has been a critical part of Alpine’s growth, including the substantial enhancement of client services in that time.
With a strong background in finance and wealth management from a career that began in 2001 working with clients at banks and wealth management departments, Meaghan has deep knowledge of financial services. This knowledge has been invaluable as the primary liaison with Charles Schwab and Company, the principal custodian of Alpine clients’ assets – Meaghan is truly a Schwab expert always advocating for our clients.
As a Senior Private Client Associate, Meaghan coordinates services to ensure that all clients’ financial needs are met efficiently and effectively with minimal effort on their part. Her responsibilities include client reporting, opening accounts, facilitating asset transfers, performing money movements, and anticipating any other client needs.
A graduate of Southern Illinois University with a BS in Business Administration, Meaghan continues to call Illinois home. She and her husband have two wonderful children and while not chasing them around, Meaghan is active in their school and related activities.
Jeffrey Meyers, Jr.
CFP® – PORTFOLIO ANALYST
Jeff discovered early on that he had a hunger for seeking out challenges and sharing solutions. He developed an intense desire to serve others while in college and decided the ideal path to pursue would be the world of finance where he would have the opportunity to serve clients by applying his problem-solving skills to complex situations.
As a Portfolio Analyst, Jeff works not only to address challenges clients face, but also to address challenges the Alpine Advisory Team encounters. Jeff jumps head first into every problem that is placed on his desk, seeking out the most efficient and effective solutions.
Jeff has earned his CERTIFIED FINANCIAL PLANNER™ designation, becoming part of the 5% of all CFP Professionals under the age of 30. He uses this knowledge to serve the clients of Alpine by building financial plans and providing insight and education to help clients better understand key financial and wealth-building concepts. With a keen interest in technology, he works tirelessly to bring new and revolutionary technological solutions to the team to better facilitate our service to clients, always focusing on our value proposition of minimizing the financial concerns of clients. Jeff also helped launch Alpine’s Emerging Wealth platform, which focuses on investors in the early stages of wealth accumulation who would not otherwise have the capacity to access to the expertise and in-depth knowledge provided by Alpine Private Capital.
Jeff graduated from Hillsdale college with a BA in Financial Management. After graduating college, Jeff worked for a local financial advisor, obtaining his security licenses and building financial plans. Jeff’s love for service blossomed in his relationship with his wife, Katie, whom he met and started dating in high school, later graduating college early to marry her.