AlphaCore Wealth Advisory
Tricia Zehr serves as Chief Compliance Officer for AlphaCore Capital. Tricia has over 23 years of experience in traditional and alternative asset management, primarily focused on investment advisory compliance. Tricia started her career at Merrill Lynch in 1999, and joined Man Financial in 2000, which was later reorganized as the Altegris group of companies in 2002. There she managed a wide range of compliance responsibilities from broker-dealer supervision, operational due diligence, mutual fund compliance, and advisory compliance. Tricia holds the Investment Advisers Certified Compliance Professional designation.
AlphaCore Wealth Advisory
At AlphaCore, they employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, AlphaCore believes alternative investments should also be incorporated in order to properly diversify a portfolio.