Alpha Solutions Investment Advisors

Anthony Sam is a financial advisor at Alpha Solutions Investment Advisors with 14 years of industry experience. He holds a Series 65 designation and has worked at Alpha Solutions since 2011. Outside of his advisory role, he serves as Executive Vice President of Operations at Xtronx, Inc., a digital video billboard company, and sits on the boards of Valstock Management Inc. and WSJ Management LLC, both real estate-related businesses. Alpha Solutions Investment Advisors provides discretionary wealth and portfolio management to a range of clients including individuals, families, trusts, pensions, and pooled investment vehicles. The firm combines fundamental and technical analysis through an internal Investment Committee and emphasizes ETFs, equities, and fixed income in its portfolios, managing accounts on a discretionary basis.

Jordan Sam is a financial advisor at Alpha Solutions Investment Advisors with a Series 65 designation. He has been with the firm since 2023 and previously held academic positions at the University of California, Riverside. Jordan has no prior industry experience before joining Alpha Solutions. Alpha Solutions Investment Advisors provides discretionary wealth and portfolio management to a diverse client base, including individuals, families, trusts, pensions, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis overseen by an internal Investment Committee and emphasizes ETFs, equities, and fixed income in its portfolios.

Robert Moses is a CFA charterholder with 13 years of industry experience. He has worked at Alpha Solutions Investment Advisors since 2013 and previously was employed at Chatham Wealth Management and ShopRite, where he oversees inventory management. Alpha Solutions Investment Advisors provides discretionary wealth and portfolio management to a diverse client base, including individuals, families, trusts, pensions, businesses, and pooled investment vehicles. The firm combines fundamental and technical analysis through an internal Investment Committee and emphasizes ETFs, equities, and fixed income in its portfolios.

Nathalie Lai is a financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. She holds a Series 65 credential and has a professional background primarily in dentistry, including roles at Tamir Wardany DDS and Union Square Dental Group. Outside of her advisory work, she practices dentistry at Lands End Dental. Alpha Solutions Investment Advisors provides discretionary wealth and portfolio management to a diverse client base, including individuals, families, trusts, and pooled investment vehicles. The firm combines fundamental and technical analysis to manage portfolios emphasizing ETFs, equities, and fixed income, operating on a discretionary basis with a small multidisciplinary team.