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AlphaCore expands its wealth advisory business with acquisition of iCapital’s Private Client Group serving high-net-worth clients

Lisa Patton

Associate Wealth Advisor

Lisa Patton serves as Associate Wealth Advisor for AlphaCore Capital. With over 6 years of industry experience and a background in education, Lisa believes in the value of living a life of service to the community and the importance of building a strong financial foundation when looking towards achieving one’s goals. Lisa started her career at Altegris Investments, where she served as Client Relationship Team Coordinator supporting fellow team members, clients, and deepening her knowledge of alternative investment strategies. Lisa is also an active member of the San Diego community, working with various non-profit organizations on collaborative service projects focused on empowering women and youth. Lisa is a graduate of San Diego State University and holds her FINRA Series 65 license.

Education and Accreditation
San Diego State University, BS Communications
FINRA Series 65 Licensed

lpatton@alphacorewealth.com