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KC

Kirk C. Strawn, CFA

Chief Strategy Officer & Senior Wealth Advisor at AlphaCore Wealth Advisory

Kirk C. Strawn, CFA has over three decades of experience in the financial industry. Kirk C. currently serves as the Chief Strategy Officer (CSO) for AlphaCore Wealth Advisory and a Senior Wealth Advisor at AlphaCore Capital LLC. In this role, they utilize their extensive experience and proprietary analytics to assist clients in achieving their financial goals and preserving wealth for future generations. Kirk is also a voting member of AlphaCore's Investment Committee.

Prior to their current position, Kirk was the Chief Strategy Officer at AlphaCore Technologies, LLC - MyfactorE from July 2018 to October 2020. Kirk C. played a crucial role in shaping the company's strategic direction.

From 2010 to 2017, Kirk served as the Director at Altegris Investments, where they led the strategy to expand the company's client base and managed the Advisor Services Group. Kirk C. also held various positions throughout their career, including Director at Man Investments from 2001 to 2009, Director of Private Equity Finance Group at ING from 2000 to 2001, Managing Director of Intermediary Sales at Furman Selz Inc from 1996 to 2000, and Financial Consultant at Lehman Brothers from 1989 to 1995.

With their vast experience and expertise, Kirk has contributed significantly to the success of the organizations they have been a part of, and they continue to provide valuable guidance and support to their clients at AlphaCore Capital LLC.

Kirk C. Strawn, CFA earned a BBA degree in Finance from The George Washington University, where they studied from 1985 to 1988. In addition to their undergraduate education, Kirk obtained the CFA (Chartered Financial Analyst) certification from the CFA Institute in September 2002. Kirk C. also holds the CIMA (Certified Investment Management Analyst) certification from the Investment Management Consultants Association, which they achieved in January 1997.

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