Wealth advisory team with years of experience allocating to traditional & alternative investments in our clients' portfolios.
La Jolla, California
Joined April 2020
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What could future wealth tax proposals mean for investors? Troy Owens shares his perspective with @finplan on the potential impact for venture capital and private equity portfolios.
Read the full piece:financial-planning.com/news/…
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Dr. David Stubbs joined Bloomberg's Lisa Abramowicz and Annmarie Hordern, along with Barclays' Alex Altmann, to discuss the midterm election results, AI, and market implications.
Watch the segment: youtube.com/watch?v=jnL8qk_9…
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Dr. David Kelly, Chief Investment Strategist at J.P. Morgan Asset Management, joins David Stubbs on the latest #UpsideCapture to share his perspective on inflation, growth, global markets, and AI's impact on earnings.
Listen here: youtu.be/N1muN813NKA?si=lwcq…
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A fractured world. Shifting trade relationships. The rise of AI.
David Stubbs and Neil Shearing unpack some of the biggest forces shaping today's global economy in the latest episode of #UpsideCapture.
Watch: youtube.com/watch?v=0icOlp3F…
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U.S. equities have led global markets for much of the past decade. On the latest Upside Capture, David Stubbs speaks with Sean O'Hara about international equity exposure, free cash flow yield, patent value, and trends shaping the ETF industry
Listen now: youtube.com/watch?v=PhNJ11m5…
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Dr. David Stubbs joined Schwab Network to discuss the evolving AI landscape, earnings trends, and industry consolidation.
Watch: schwabnetwork.com/video/ai-s…
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What drives private equity returns today? Alisa Wood of KKR joins David Stubbs on #UpsideCapture to share her perspective.
Listen now: youtu.be/QRLbOWeSDyw?si=nZuk…
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What is driving the recent shift in the economic outlook?
Listen: youtu.be/dfBGw7EV6ro?si=9zzA…
#UpsideCapture #Markets #Economy #Podcast
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David Stubbs joins Chris Watling of Longview Economics for a discussion on economic growth, AI-driven investment, market cycles, global markets, and key risks on investors' radar.
Listen now: youtu.be/EIRdSMxcnLs?si=yXyA…
#UpsideCapture #MarketCommentary #Podcast
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Dr. David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory, was featured in the @WSJ discussing investor sentiment following the Fed’s latest rate decision.
Read more: wsj.com/finance/stocks/inves…
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Market volatility remains a key topic for investors. Dr. David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory, shared his perspective in @BusinessInsider on recent market drivers and diversification considerations.
businessinsider.com/ai-warni…
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AlphaCore Wealth Advisory's expansion into the New York City region through the addition of Brave Family Advisors was recently featured by Daniel Pearson in @SDBJ.
"Growth is the result, it's not the goal." – Dick Pfister
Read more: sdbj.com/finance/wealth-mana…
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On the latest episode of #UpsideCapture, David Stubbs and Dave Engel sit down with Court Turner, Partner at LYZZ Capital, to discuss the current biotech landscape, AI's role in drug development, and the factors influencing early-stage innovation.
Listen: youtu.be/Rk_ssDAhjyc?si=xoOO…
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What’s driving renewed interest in infrastructure? Our CIO, Eric Gerster, shared his perspective with @TheDailyUpside on AI-related demand, grid infrastructure, and broader industry trends.
thedailyupside.com/advisor/i…
#alphacore #infrastructureinvesting
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We’re excited to welcome Sonali Basak, Chief Investment Strategist at @icapitalnetwork, to the AlphaCore Wealth Summit.
#AlphaCoreWealthSummit #MarketOutlook #InvestmentStrategy #WealthManagement
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Adam Draper of Boost VC joins Upside Capture to discuss early-stage investing, evaluating founders, and spotting emerging technology trends before they go mainstream.
Listen: youtu.be/j-v32h8R4Ec?si=_HPD…
#UpsideCapture #Podcast #DeepTech #VentureCapital #Innovation
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New episode: Carter Reum of M13 joins #UpsideCapture to discuss venture capital's evolution, operator-led investing, AI-driven opportunities, and what it takes to support founders in a rapidly changing market.
youtu.be/fojOgioJGKY?si=X6Uz…
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A new chapter for AlphaCore. We're proud to expand our presence in the Northeast with the opening of our Summit, New Jersey office and the addition of the talented team from Brave Family Advisors.
communitynews.org/sections/b…
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Citywire’s Sam Bojarski reports on AlphaCore Wealth Advisory’s acquisition of Brave Family Advisors.
Read the story: citywire.com/ria/news/alphac…
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Not all value ETFs are built the same. Dr. David Stubbs examines two value-focused ETFs in his latest @CitywireRIA column, highlighting why investors should look beyond a fund's label when evaluating factor-based strategies.
citywire.com/pro-buyer/news/…
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