Stephanie Williams, CAIA®

Senior Wealth Advisor

Principal
swilliams@alphacore.com
San Diego, CA

Education & Accreditation

  • San Diego State University, BA in Political Science
  • Chartered Alternative Investment Analyst (CAIA)

Stephanie Williams, CAIA® is a seasoned Senior Wealth Advisor with over 16 years of experience in the investment management industry. At AlphaCore, she specializes in advising clients on their portfolios, which include a customized mix of asset allocations in traditional and alternative investments. Her dedication to personalized service and strategic portfolio management has been instrumental in helping clients achieve their financial goals.

In addition to her advisory role, Stephanie leads AlphaCore’s Women and Wealth initiatives, promoting inclusivity and creating opportunities for women in the financial sector. She hosts numerous in-person and online events aimed at empowering women, both as advisors and clients. Stephanie is a recognized thought leader, sharing her expertise in publications such as Bloomberg.

Before joining AlphaCore, Stephanie served as an Alternative Investment Director in the Private Client Group at Artivest, where she advised high-net-worth investors and family offices on alternative investment strategies.

Outside of her professional life, Stephanie is an avid outdoor enthusiast, enjoying both water and snow skiing. She lives in Carlsbad, California, with her husband, Todd, and their two daughters.

What I love about advising clients

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