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. He currently serves on the Investment and Development Committees for Variety the Children’s Charity of St. Louis. 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.
PRIVATE CLIENT ASSOCIATE
Neil is completing his studies at Saint Louis University School of Law, where he will graduate in December of 2019 with plans to sit for the Missouri Bar Examination in July of 2020. Neil completed his undergraduate studies at Saint Louis University, earning a B.S. in Accounting, and obtaining distinguished membership in Beta Gamma Sigma, the International Business Honor Society for AACSB-accredited schools. After completing the Missouri Bar Examination, Neil plans to study and sit for the CPA Examination as well.
Neil brings to Alpine a resolute drive and enthusiasm for serving clients. He has extensive experience working with Charles Schwab, Alpine Private Capital’s primary custodian. As a Private Client Associate he provides strong support to our team by ensuring an exceptional experience for every client.
Neil and his wife, Sara, live in St. Louis, where they frequently enjoy time spent together outdoors. Some of their favorite activities include visits to Forest and Tower Grove Park, the St. Louis Zoo and Hidden Valley Ski Resort.