Alden Capital

Michael Frederick is a CFP® and ChFC® with 26 years of industry experience. He is currently with Alden Capital and J Alden Associates, where he has worked since 2020, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing Services. He serves as Treasurer of the Upper Frederick Fire Company. Alden Capital Management is an SEC-registered multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, along with specialized retirement plan design and fiduciary support for small and mid-sized employers and non-profit entities.

John Colucci is a financial advisor with Alden Capital, holding a Series 66 credential and 15 years of industry experience. He has worked at Alden Capital Management and J Alden Associates since 2018 and previously spent 11 years at Bank of America and Merrill Lynch. Outside of his advisory role, he is CEO of Colucci Creative Solutions LLC, a consulting business focused on sales coaching and pipeline management, and is a shareholder in EIR Healthcare, providing financial consulting services. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion and offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm provides sub-advisory services, fee-only financial planning, and retirement plan design, utilizing proprietary strategies and third-party managers through its Alden COVE platform.

Anthony Mccracken is a CFP® with 14 years of industry experience, currently serving at Alden Capital since 2018. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Outside of his advisory work, he is the 100% owner of Fortress Financial Services LLC, an entity created for tax purposes. Alden Capital Management is an SEC-registered multi-advisor firm managing approximately $1.44 billion, offering portfolio management and sub-advisory services to individuals, high-net-worth clients, retirement plans, and other RIAs. The firm provides customized asset allocations through proprietary strategies and third-party managers and supports small and mid-sized employers with retirement plan design and fiduciary services.

Karen Van Horn is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at UBS Financial Services and Oppenheimer & Co. Van Horn serves as Chief Risk Officer at Alden Investment Group and was appointed Chief Compliance Officer for Equalize Capital in 2024. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm uses customized asset allocations that integrate proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which supports unified managed accounts and held-away account integration.

Christopher Coloracci is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Alden Investment Group since 2019 and previously spent nine years at Oppenheimer & Co. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management as well as retirement-plan advisory and fee-only financial planning services. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Brandon Skupski is a financial advisor with Alden Capital, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Wells Fargo Advisors and Triad Advisors before joining Alden Capital and J Alden Associates in 2020. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion in assets, serving individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, fee-only financial planning, and retirement plan design, utilizing customized asset allocations that combine proprietary strategies and third-party managers.

Robert Fish is a financial advisor at Alden Capital with 37 years of industry experience. He holds the Series 63 designation and has worked previously at Mcg Securities, LLC and Azarias Capital Partners, LLC. Fish is also involved in life insurance sales, focusing on whole life, term, universal life, indexed universal life, and variable life products. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion in assets, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations through proprietary strategies, third-party managers, and model portfolios delivered via its Alden COVE platform.

Aaron Williams is a financial advisor at Alden Investment Group with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America Merrill Lynch and Northern Lights Distributors. Williams is also the founder of Cove Wealth Partners, a consulting and recruiting firm focused on financial services based in Wayne, PA. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors by providing portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm employs customized asset allocations combining proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports sub-advisors managing client assets.

Robert Burns is a financial advisor at Alden Capital with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stephens Inc. and Mortgage Industry Advisors Corporation. Burns is based in Memphis, TN. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm combines proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform and provides sub-advisory services, fee-only financial planning, and retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.

Frederick Peters is a financial advisor at Alden Capital with 11 years of industry experience and holds a Series 65 designation. Prior to joining Alden Capital in 2020, he worked at Bluestone Capital Management, LLC. He serves as a director at Bryn Mawr Bank Corp and Paycom Software Inc. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, and provides sub-advisory services, fee-only financial planning, and specialized retirement plan design and fiduciary support.

Richard Chebookjian is a Series 66–licensed financial advisor at Alden Capital with 12 years of industry experience. He has worked at J Alden Associates, Inc. since 2020 and previously at Mcg Securities, LLC from 2014 to 2020. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, along with sub-advisory services and specialized retirement plan support.

Craig Wiener is a financial advisor with Alden Investment Group in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has previously worked at Realta Investment Advisors, Inc. and Wunderlich Securities, Inc. Alden Investment Advisors serves a diverse client base including high-net-worth individuals, retirement plans, non-profits, and other advisors, offering discretionary and non-discretionary portfolio management alongside fee-only financial planning. The firm’s approach features customized asset allocations that integrate proprietary strategies with third-party managers through its Alden COVE platform, which supports unified managed accounts and held-away account integration.

Paul La Fountain is a financial advisor at Alden Capital with a Series 65 designation and three years of industry experience. He has worked at Alden Investment Group since 2020 and has a background in education, having held positions in multiple school districts. Outside of finance, he is involved with Corlys Irish Pub and Grille, a business he has been associated with since 2007. Alden Capital Management is an SEC-registered multi-advisor firm managing approximately $1.44 billion, serving individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, along with sub-advisory services, fee-only financial planning, and specialized retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.

William Atkins is a financial advisor at Alden Capital with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Primerica Advisors. Outside of his advisory role, he is also an independent agent involved in property and casualty insurance sales and service. Alden Capital Management is an SEC-registered multi-advisor firm managing approximately $1.44 billion, offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, and other registered investment advisers. The firm provides customized asset allocations combining proprietary strategies, third-party managers, and model portfolios, along with sub-advisory, financial planning, and fiduciary support services for small and mid-sized employers and non-profit entities.

James Pepperman is a financial advisor at Alden Capital with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J Alden Associates, Inc., Mcg Securities, LLC, and Azarias Capital Partners, LLC. Outside of his advisory work, he is involved with Northstar of Chester County, a nonprofit organization. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion that serves individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm offers customized asset allocations combining proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform, along with sub-advisory services, fee-only financial planning, and fiduciary support for small and mid-sized employers and nonprofit entities.