With an extensive breadth of experience in the investment industry, I build portfolio management solutions and custom asset allocation strategies with a focus on boutique alternative managers for the Family Office/RIA community. I bring valuable portfolio management expertise, a record of building strong relationships, and experience employing risk management and asset allocation strategies to maximize risk-adjusted returns. My unique background includes identifying unique investment strategies, introducing technology solutions, and conducting research to support decision-making.
Mark Kress
Principal & Portfolio Manager
Alpha Wealth Funds
United States, California, Orinda
About Me
Profile Information
Principal & Portfolio Manager
Alpha Wealth Funds
Investment Team,Operations Team
Manager/Sponsor
Orinda
California
United States
Jul 6, 2025
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