ALINE: Power of Team
The ALINE team is a diverse community of independent-minded financial professionals founded on a philosophy of trust and radical transparency. Because every ALINE advisor is a fiduciary, every advisor has a legal and professional obligation to act solely in the client’s best interests. We work collaboratively to share ideas and experiences—digging deeply into our clients’ unique needs. And with integrity as our over-arching theme, we strive to deliver what we call “financial advice with a soul.” Because in the end, the most important investment we make is in you.
MEET THE TEAM
Mark Kravietz
CIMA®, CFP®, CEPA®
Managing Partner, Founder
Mark Kravietz is the Managing Partner and Founder of ALINE Wealth. Mark offers financial solutions with a decidedly human touch. He brings a consummate investment acumen to the full range of clients’ challenges, supplemented by considerable insight in exit strategy.
PETER J. KLEIN
CFA®, CRPS®, CAP®
Chief Investment Officer, Founder
Peter J. Klein is the Chief Investment Officer and Founder of ALINE Wealth. Peter is a published author of a technical work which speaks volumes of a career immersed in analytics and the science of investing. To this deep financial wisdom, he adds considerable acumen in philanthropy, helping clients navigate family trusts, institutions, and non-profits.
CATHERINE CRUNDEN
Executive Director
Cathy Crunden is the Executive Director of ALINE Wealth. She leverages organizational skills, attention to detail and more than 25 years of experience in the financial services industry to provide excellent team leadership and office efficiencies to help ensure the team’s success.
JANE E. VOORHEES CFP®
Director of Financial Planning
Jane E. Voorhees is the Director of Financial Planning at ALINE Wealth. Jane has a well-deserved reputation for providing a comprehensive and client-focused service experience over her 30+ years in the financial services industry. She prides herself in the ability to understand the individual needs of her clients and develop deep and lasting relationships with them.
BRIAN O'LEARY
Wealth Advisor, Senior Analyst
Brian O’Leary is a Wealth Advisor and Senior Analyst at ALINE Wealth. He brings more than 15 years of financial industry experience and a wide-ranging background in research, trading and client service.
LISSETTE ALMANZAR
Head of Marketing and Client Experience
Lissette Almanzar is the Head of Marketing and Client Experience at ALINE Wealth. Lissette directs ALINE’s marketing and communication efforts. Her primary goal is to provide transparency for our clients through engaging and valuable content which elevates their ALINE Wealth experience.
JAN POTTER
Client Service Associate
Jan C. Potter is a client service associate at ALINE Wealth. She brings more than 30 years in marketing, media, advertising and event management experience for a varied list of clients.
STRATEGIC PARTNERS
MATT HARRIS, CMT
Head of Consulting
Matt Harris brings more than seven years of investment analysis and capital market experience to HighTower. His current focus is capital market analysis, manager search and selection, and intellectual property creation.
JARED SCHWARTZ
Head of Enterprise Risk
Jared Schwartz brings almost two decades of experience in financial risk management to his role as the Head of Enterprise Risk at HighTower.
MIKE DRENNEN
Executive Director, Advisor Success
Mike is an Executive Director on the Advisor Success Team at Hightower. In this role, Mike serves as a dedicated and trusted business partner to Hightower advisors by providing consulting services across all facets of their advisory practices. Working alongside the advisors, Mike helps them define and achieve the business objectives that will best position their practices for future growth.
