Tailored Investment Solutions for Clients, Advisors & Institutions

We’re a boutique investment firm dedicated to delivering exceptional outcomes for clients, advisors, and institutions. At Alden Investment Group, we combine innovative technology, tailored service, and a commitment to partnership to simplify and elevate every financial journey. Whether you’re an individual client, financial advisor, or institution, our platform empowers you with the tools and expertise needed to achieve your goals.

The Alden Cove Platform

The Alden Cove Platform

Where Technology Meets Trust—The Alden Cove Platform is the modern infrastructure behind everything we do—built to unify planning, banking, investing, reporting, and operations into one elegant ecosystem. Whether you’re an investor, advisor, or institution, Cove delivers the power, precision, and flexibility to move faster, serve better, and grow stronger—without compromise.

For Clients

For Clients

We work with individuals and families to create tailored financial plans and investment strategies that align with their goals and values. From wealth management to retirement planning, Alden provides the expertise to support clients at every life stage.
For Advisors

For Advisors

Alden’s integrated broker-dealer/RIA platform simplifies the advisor experience. We provide cutting-edge tools, access to premier investment solutions, and a unified ecosystem that supports advisors in every facet of their business.
For Institutions & Employers

For Institutions & Employers

Through our Financial Institutions Group (FIG) services, we partner with banks and institutions to deliver solutions in portfolio management, capital raising, and bank-owned life insurance (BOLI). Our consultative approach ensures alignment with institutional objectives and long-term success.

About Alden

Alden Investment Group is a boutique financial firm headquartered on the historic Philadelphia Main Line. Since its founding in 1995, Alden has become a trusted partner for individuals, families, advisors, and institutions.

What We Offer

  • Comprehensive financial planning and investment management.
  • A fully integrated broker-dealer and RIA platform tailored to advisors.
  • Innovative capital markets solutions to empower financial institutions.

Our focus is simple: build long-term relationships, deliver personalized solutions, and help every client succeed at every stage of their financial journey.

Our Vision

To simplify and elevate the financial experience through an integrated platform that supports all areas of financial planning, investment management, and institutional success.

Our Mission

To empower advisors, clients, and institutions with exceptional tools, resources, and service models that enable successful outcomes.

Our Values

  • Integrity: Upholding the highest ethical standards in every interaction.
  • Innovation & Technology Excellence: Leveraging cutting-edge tools to lead the industry forward.
  • Tailored Service, Access & Flexibility: Providing personalized solutions for diverse needs.
  • Partnership & Growth: Building relationships that foster long-term mutual success.

Our Growth Story

Alden Investment Group has grown through a strong focus on innovation and client success. With more than $2.75 billion in assets under management and a presence in all 50 states, Alden continues to expand as a leader in the financial industry. Backed by a team of over 140 professionals, Alden’s advisory platform combines a boutique, client-first approach with institutional-grade capabilities to address a variety of needs.

Integrated. Committed. Client-Focused.

Alden’s success is driven by a diverse and deeply experienced team—spanning financial advisors, client service professionals, technologists, investment strategists, planners, and institutional consultants. Across every business line, we operate with a shared mindset: deliver excellence, collaborate across disciplines, and never lose sight of the client.

We bring together industry veterans and next-generation leaders in service, strategy, and execution to ensure every advisor, client, and institution receives the highest level of attention, care, and follow-through. Our structure is collaborative, our standards are high, and our culture is centered around helping others win.

  • Executives
  • Directors
  • Associates

Lee Calfo

Chief Executive Officer
Alden Investment Group

Greg Hansell

Co-Chief Executive Officer
Alden Investment Group

Aaron Williams

Chief Growth Officer
Alden Investment Group

Laura DeGraff

Chief Marketing Officer
Alden Investment Group

Ken Smith

Chief Compliance Officer
Alden Investment Group

Chris Coloracci

Chief of Advisor Engagement
Alden Investment Group

Karen Van Horn

Chief Risk Officer
Alden Investment Group

Phinon Woodside

Chief Experience Officer
Alden Investment Group

Georgia Walters

General Counsel
Alden Investment Group

Peter Engelbach

President
Alden Investment Group

Buck Burns

Director of Investments & Trading
Alden Investment Group

Jessi Boyle

Director of Finance and Accounting
Alden Investment Group

Joe Gladue

Director of Research
Alden Investment Group

James Calla

Senior Managing Director, Business Development
Alden Investment Group

Paul LaFountain

Director of Model Trading | Alternatives Analyst
Alden Investment Group

Craig Wiener

Director of Market Strategy
Alden Investment Group

Jim Isbell

Director of Alternatives Supervision
Alden Investment Group

Michael E. Downey, CLU, LUTCF

Director of Insurance Solutions & Executive Benefits
Alden Investment Group

Jonathan Allen

Managing Director
Allen Wealth Management

Janet Bate

Operations Associate
Alden Investment Group

Carissa Bobenchik

Sales Administrator/Executive Assistant
Alden Investment Group

Jessi Boyle

Director of Finance and Accounting
Alden Investment Group

Buck Burns

Director of Investments & Trading
Alden Investment Group

Steve Cacciutti

Wealth Advisor
Alden Investment Group

James Cady

Director of Wealth Management
Red Bank

Lee Calfo

Chief Executive Officer
Alden Investment Group

James Calla

Senior Managing Director, Business Development
Alden Investment Group

Monica Changet-Hogue

Client Service Associate
Lumina Wealth Management

April Collins

Operations Manager
The Sharp Financial Group

Chris Coloracci

Chief of Advisor Engagement
Alden Investment Group

John Colucci

Managing Director
Colucci Group

Ed Condon

Structured GRAT - Portfolio Manager
Alden Investment Group

Jack Costello

Financial Advisor Associate
Alden Investment Group

Larissa Costello

Financial Advisor
Protea Wealth Management

Derek D’Alonzo

Senior Financial Advisor
Alden Investment Group

Deborah A Davis, CFP®

Wealth Manager
Alden Investment Group

Laura DeGraff

Chief Marketing Officer
Alden Investment Group

J. Pierce Dever

Managing Director
Alden Investment Group

Michael E. Downey, CLU, LUTCF

Director of Insurance Solutions & Executive Benefits
Alden Investment Group

Peter Engelbach

President
Alden Investment Group

Michael J. Frederick – CFP®, ChFC®, CRPC®, CPWA®

Partner, Director of Financial Planning
Springhouse Wealth Partners

Joe Gastaldi

Representative
Newcleus

Wendy Gipson-FitzPatrick

Financial Advisor
Gipson-FitzPatrick Investment Management

Joe Gladue

Director of Research
Alden Investment Group

Nate Goad, CFP®, MBA

Market President - Florida
Alden Investment Group

Robert Guerra

Representative
Guerra Pan Advisors

Greg Hansell

Co-Chief Executive Officer
Alden Investment Group

Charles Hicks

Representative
Newcleus

Jim Isbell

Director of Alternatives Supervision
Alden Investment Group

Delaina Kucish

Registered Representative
Monumental Investments

Paul LaFountain

Director of Model Trading | Alternatives Analyst
Alden Investment Group

Robert Lansing

Senior Vice President
Alden Investment Group

Vincent Lucchesi, CFP®

Managing Director
VSL Wealth Advisory

Jonathan Markoe

Managing Director
Pine Valley Investments

Alanna Marrero

Senior Registered Client Associate
Red Bank

Eric Maslowsky

Financial Advisor
Alden Investment Group

Gustavo Masri

Representative
Alden Investment Group

Anthony V. McCracken Jr., CFP®

Managing Director - Retirement Plans
Newcleus

Marques Miles

Executive Director
Pathways Retirement Advisors

Tasha Miles

Financial & Retirement Planner
The Sharp Financial Group

Steffanie Mithoefer

Representative
Alden Investment Group

Bob Moore

Partner & Senior Analyst
Pine Valley Investments

Leah Nester

Technology and Platform Operations Associate
Alden Investment Group

Sean Newman

Managing Director
Alden Investment Group

Jason Niziol

Senior Managing Director
Alden Investment Group

Jason O’Donnell

Director
Alden Investment Group

Jacqui Oprean

Vice President
Lumina Wealth Management

Mark Parker

Director of Wealth Management
Red Bank

Stephen Patterson

Chief Client Officer
KeyCity Capital

Ted Peters

Representative
Community Financial Institutions Fund

Chris Pezalla

Representative
Newcleus

James E. Quillen, CFP®

Managing Director
Basalt Capital Management

Edward Rimbenieks

Representative
The Sharp Financial Group

Lou Rivera

Managing Director
North Park

Kathie Schroeder

Representative
Kings Management Company

James R. Scott

Florida Senior VP
Alden Investment Group

Anthony Seifert, MBA

Private Wealth Advisor
Alden Investment Group

Nicole Sennett, CRPC®

Managing Director
Alden Investment Group

Michael Sharp

Founder of the Sharp Financial Group
The Sharp Financial Group

Patrick Sirayathorn, CFP®, ChFC®, LUTCF®

Certified Financial Planner
Hallthorn Advisory Services

Brandon Skupski

Associate Partner, Portfolio Strategist
Springhouse Wealth Partners

Bill Small

Representative
Kings Management Company

Ken Smith

Chief Compliance Officer
Alden Investment Group

Theodore Stanley

Intern
Alden Investment Group

Cole Svenson

Representative
Alden Investment Group

Karen Van Horn

Chief Risk Officer
Alden Investment Group

Georgia Walters

General Counsel
Alden Investment Group

Brian Watterson

Head of Capital Markets
Newcleus

Craig Wiener

Director of Market Strategy
Alden Investment Group

Thomas F. Wiese

Registered Representative
TFW Global Advisors LLC

Aaron Williams

Chief Growth Officer
Alden Investment Group

Charles (Chip) Wisner

Partner - Director of Investments and Trading
Springhouse Wealth Partners

Phinon Woodside

Chief Experience Officer
Alden Investment Group

Mark Youngs

Financial Advisor
Heroes Wealth Management

Todd Zangrilli

Senior Vice President, Investments
Red Bank

Why Choose Alden Investment Group?

With a boutique, client-first approach and a foundation built on innovation, Alden offers a uniquely tailored experience for clients, advisors, and institutions. Our commitment to integrity, technology excellence, and long-term partnership ensures that your goals are at the forefront of everything we do. Ready to elevate your financial journey? Contact us today to learn more.