Our Team
President and Founding Partner
As President and Founding Partner, Brandon is responsible for maintaining and building client relationships for the firm. In addition, he works on the strategic vision and long-term focus of Alpine Hill Advisors. This includes managing the day-to-day operation of the firm including recruitment of new team members and overseeing M&A opportunities to grow the firm.
Senior Relationship Manager
As Senior Relationship Manager, David is a solutions provider and leverages his extensive expertise in equities, fixed income and alternative investments to generate creative ideas for his clients. He is actively involved in trade executions and management of the firm’s investment process. In addition, he is responsible for enhancing current client relationships and building new relationships while playing a key role in Alpine Hill Advisors’ future growth.
Director of Client Engagement
Catherine brings an abundance of administrative and operational experience to Alpine Hill Advisors. As Director of Client Engagement, Catherine’s interpersonal skills and attention to detail are used to provide clients with exceptional service and communication. Her focus on clients includes up-to-date account reporting and administration, client portfolio management and managing Alpine Hill Advisors’ due diligence process in preparing and drafting client documents.
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You are our priority
Yours is the only name that matters. -
Personalized treatment
Unique wealth management and financial matters aren’t given ‘pre-packaged’ solutions. -
Strong communication and transparency
As a client-oriented firm, we believe in the power of relationships. We also understand your trust must be earned…every day. -
Small but powerful
With decades of knowledge, our family-sized firm allows our advisors to be specialized and focused on our relationship with you. -
Efficient and effective
You won’t be burdened with services and overhead you do not use. Our independence allows us to be innovative and unrestricted by third-party influences.
We are looking forward to having a discussion about your life goals.
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