Meet US-based advisers
Dean Crowder III, Managing Director
ROTELLA CAPITAL MANAGEMENT
Prior to rejoining Rotella in August 2018, Mr. Crowder was Global Head of Business Development for Schultze Asset Management LP. Prior to joining Rotella, he founded Alpha Alternative Investments, LLC, a Texas-based RIA and represented select hedge funds and alternative investments to global institutions via an affiliation with Strait LLC. He held various senior marketing positions with leading hedge fund firms: Marketing Director at Vicis Capital, LLC, a multi-strategy volatility fund; Director of Marketing at Cotton Hall Asset Management, LP, a L/S European equity fund; Managing Director | Institutional Sales for Asia & Europe at Kenmar Global Investment Management LLC; and Director of Global Marketing at Alpha Investment Management, LLC, a hedge fund of funds founded by Nicolas Berggruen that was acquired by Safra Asset Management. While at Alpha Investment Management, LLC, he helped establish the hedge fund industry’s first managed account platform of hedge fund of funds and single hedging strategies for global institutions.
Mr. Crowder holds a Bachelor of Arts degree in Economics from Michigan State University.
Oliver Ernst, CFP® and CSRIC™
ALPEN WEALTH Advisory Group
I have dedicated my life to supporting my clients. My passion for finding solutions to complex problems led me straight to the financial services industry, where I have spent the last 15 years tackling complex financial situations. Monitoring one economy is a challenge in itself, but I keep an eye on the global market, combing through the legal and financial intricacies of world markets so my clients feel confident in their transitions.
In order to provide comprehensive services for my clients, I have obtained both my CFP® and APMA™ designations, and I operate on a fee-only basis. I pride myself on taking a holistic view of my clients’ complicated financial situations and providing tailored solutions that prepare their families for financial success.
Al Knobloch, CEO
HK WEALTH MANAGEMENT, INC.
Al’s extensive experience has enabled his clients to enjoy the values and benefits of an actively managed portfolio, which they would otherwise not have access to. He believes there are too many investors that are underserved by the financial industry when it comes to having their money professionally attended to. His mission is to get everyone possible into individually managed accounts, where they stand a better chance to achieve their financial goals. He has strived to bring the level of products and services that the high net worth echelon of the investing public are accustomed to, down to the level of the pre-high net worth segment of the investing public [investors with less than a million dollars].
Al holds the licenses: FINRA Series 65, FINRA Series 26, CA Life & Health, CA Real Estate.
Kevin J. Moore, LL.M., Founder/Principal
KEVIN J. MOORE & ASSOCIATES
Over the past two decades, Kevin has built a reputation for repeated wins in court on behalf of the firm’s clients. Today, Kevin J. Moore & Associates distinguishes itself from other firms of its stature by providing personalized attention to clients, particularly when it comes to complex financial matters.
Prior to founding the firm, Kevin served as an international business tax attorney with the law firm of Salpius & Partners in Salzburg, Austria. Over the course of his four years there, he represented clients in relation to international and domestic investments and broadened his legal expertise in helping clients build and protect their wealth.
Kevin J. Moore holds a Juris Doctorate in Law, a Master of Business Administration in Accounting, and a Master of Laws in International Taxation and Business.
Oliver Hohermuth, Principal, CIO
Rising Star Financial
Oliver E. Hohermuth has over 17 years of experience in Wealth Management and started his career with the Swiss Union of Raiffeisenbanks in 2003. He holds a diploma in Banking and Finance from the Swiss Bankers Association in accordance with the Swiss Finance Institute (SFI) and has been awarded the European Foundation Certificate in Banking. He joined Credit Suisse as a Relationship Manager at the bank’s Zurich based headquarters before transferring to Credit Suisse Private Advisors, an SEC- and FINRA registered broker dealer. After getting his Series 7 and Series 66 licenses, Oliver became the Head of the firm’s brokerage and trading desk.
In 2010, he joined Vontobel Swiss Wealth Advisors, an SEC-registered Investment Adviser offering wealth management services to U.S. clients. He developed and managed the firm’s first U.S. location in Dallas, Texas. From 2015 until 2019, he worked in the United States for Reyl Overseas, a Swiss wealth management company with focus on HNWI clients in North America. He most recently held the position as Vice President of Private Banking at Atlas Bank SA in Panama.
David McCary - Founder, Managing Member
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
David graduated from Dartmouth College’s Amos Tuck School of Business in 1987 with a Master’s in Business Administration (MBA) degree in Finance, graduating with the Arnold F. Adams Entrepreneurship award. Prior to that, he graduated from Middlebury College in Middlebury, VT with a degree in Economics.
Cory Reader, CIO
HK WEALTH MANAGEMENT, INC.
In 2017, CORY partnerED with his friend and colleague, Al Knobloch and HK Wealth Management, Inc.
He is tirelessly reading, researching and analyzing information as he believes that no matter how good you are today, you can always be better tomorrow. His clients' performance bear testament to the dedication and development of the investment strategy that he manages at HK Wealth Management, Inc.
Cory holds the licenses: FINRA Series 66, CA Life & Health, Financial Planning Specialist.