Top Row L-R: Michael Montuori, Senior Vice President-Investment Officer, Mary Anne Leap, Senior Client Associate, Susan Killoran, Client Associate, Robert Alpert, Managing Director-Investment Officer, Kathleen LoBello, Senior Client Associate, Charles Ladenheim, Managing Director-Investment Officer, Robert Fusaro, Managing Director-Investment Officer
The Alpert Group of Wells Fargo Advisors brings more than 100 years of collective, in-depth experience to our clients. Its roots go back to 1983, when Robert Alpert and a now retired partner founded the group. In the 1990s, Rob was joined by Charles Ladenheim, Robert Fusaro and Michael Montuori and more recently, Kyle O'Keefe.
Together they have made the team what it is today.
They have fulfilled their vision of creating an organization built around a team concept, and are dedicated to providing exceptional service to their clients.OUR PHILOSOPHYThe Alpert Group of Wells Fargo Advisors is woven together as a family. In a family, character, preference and personality define the individual. Each one is a unique complement to the other, creating a tapestry of life. We represent generations of lives filled with stories of the past and hopes for the future. Our strength and support for those around us is steadfast and enduring. Like a family.
Families trust, respect and support each other through life’s triumphs and challenges, and that’s how we are at The Alpert Group of Wells Fargo Advisors. We take time to listen … to talk … to support … to care.
Our clients are part of our family, too. You have entrusted us with managing your financial resources, and we are dedicated to making certain that trust is not broken. While we may come from different backgrounds, and have had diverse experiences in life, we have one major common interest, and that is you. We value each and every one of our relationships.
We are proud that many of our clients have been with us for decades; some for generations. We believe it is because our core values – service, integrity and loyalty – reflect and represent the families we serve.WE SPEAK THE SAME LANGUAGE
At The Alpert Group of Wells Fargo Advisors, we speak your language. Our life experiences are just like yours – hard work, long hours, and frequent challenges, all leading to satisfaction in a job well done. We’ve experienced weddings and newborns, college tuition, aging family members, trips abroad and purchased second homes. Those experiences will guide us as we help you build an enhanced, risk-adjusted investment plan that fits your needs.