Mike I.

Mike I. is an Associate Portfolio Manager at AlphaCore Capital LLC, where he is responsible for supporting portfolio management and investment strategy for a diverse client base, with an emphasis on high-net-worth and ultra-high-net-worth families. In his current role, he is involved in research, trade execution, portfolio construction, and risk monitoring, delivering customized investment solutions tailored to clients' sophisticated needs.

Mike specializes in managing equities, futures, and alternative asset classes, leveraging his experience as a former proprietary equities and futures trader at Kershner Trading Group. He also brings relevant expertise from his prior role as Director of Sales and Risk Manager at Westar Health Management Inc, further strengthening his ability to navigate complex risk scenarios, and as Associate Portfolio Manager at Callan Capital, where he contributed to multi-asset strategy implementation for affluent individuals and families.

Mike holds a Bachelor of Applied Business Management in Finance from Texas State University and also studied Business Management in Finance at Texas Tech University. His expertise spans portfolio risk management, trade execution, multi-asset investment strategies, and client-centric advisory for affluent and ultra-affluent investors. He is recognized for his analytical rigor and cross-asset market knowledge, helping deliver comprehensive solutions in equities, futures, and alternative investments.