True Alpha Wealth Management Employee Directory

True Alpha Wealth Management corporate office is located in 5004 Timber Commons Dr Ste 414, Sandusky, Ohio, 44870, United States and has 11-50 employees.

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true alpha wealth management inc

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Employees by Department

Departments

Number of employees

Finance

3

Operations

2

C-Suite

1

Information Technology

1

Key Employees of True Alpha Wealth Management

  • Steven Hafner, Managing Partner, Chief Operating Officer Private Client Services at True Alpha Wealth Management
    United States flag for contact location.
    Steven Hafner

    Managing Partner, Chief Operating Officer Private ...

    Flame icon indicating likelihood to engage via phone.PhonePhoneFlame icon indicating likelihood to engage via email.EmailEmail
  • Brian Duttera, Founder & Managing Partner & Chief Information Officer & Wealth Management Advisor & Senior Portfolio Manager at True Alpha Wealth Management
    United States flag for contact location.
    Brian Duttera

    Founder & Managing Partner & Chief Information Off...

    PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

True Alpha Wealth Management Global Presence

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North America1-10

Index of contact profiles from True Alpha Wealth Management

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at True Alpha Wealth Management

Explore people who held key positions, contributed to True Alpha Wealth Management's success, and advanced their careers.

  1. KO

    Kylee O'Neil

    Vice President, Struct... at Advisors Asset Managem...

    Worked as Senior Wealth Strategy Associate

    at True Alpha Wealth Management (2020-2024)

    email Kylee O'Neil Email direct Kylee O'Neil Direct
  2. GP

    George Pettegrew

    Sales Representative at Breckenridge Paper & P...

    Worked as Summer Intern

    at True Alpha Wealth Management (2021-2021)

    Flame icon indicating likelihood to engage via phone.email George Pettegrew Email direct George Pettegrew Direct
  3. GA

    Gabriella Asche

    Account Manager at Hilti

    Worked as Marketing Intern

    at True Alpha Wealth Management (2021-2021)

    email Gabriella Asche Email direct Gabriella Asche Direct

Explore More

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Frequently Asked Questions Regarding True Alpha Wealth Management Employees

How many employees does True Alpha Wealth Management have?
True Alpha Wealth Management has 11-50 employees Who are True Alpha Wealth Management key employees?
Some of True Alpha Wealth Management key employees are Steven Hafner, Brian Duttera Where is True Alpha Wealth Management located?
True Alpha Wealth Management’s headquarters are located at 5004 Timber Commons Dr Ste 414, Sandusky, Ohio, 44870, United States How do I contact True Alpha Wealth Management?
True Alpha Wealth Management Contact Info: Phone number: (855) 246-3747 Website: www.truealphawm.com What does True Alpha Wealth Management do?

True Alpha Wealth Management offers tailored financial planning and wealth management services aimed at helping clients navigate life's transitions. Their certified financial fiduciaries provide personalized strategies for retirees, executives, physicians, attorneys, and business owners, focusing on retirement planning, income planning, and insuran... ce solutions. The firm emphasizes a holistic approach to financial management, ensuring clients receive bespoke advice and innovative solutions. With a commitment to transparency and expertise, True Alpha Wealth Management serves clients in Northern Ohio, particularly in the Lake Erie communities.Read More

 Is True Alpha Wealth Management a public company?
True Alpha Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about True Alpha Wealth Management Employees

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