Brian Habas

Chief Operating Officer, Partner at AlphaCore Wealth Advisory

Speaker

Brian Habas serves as the Chief Operating Officer for AlphaCore Wealth Advisory and is a member of the firm’s leadership team. With over 20 years of financial services experience he is responsible for all aspects of ensuring AlphaCore continues to deliver great experiences for our advisors and clients.

Brian joined AlphaCore after spending nearly ten years at LPL Financial in various product, strategy, and leadership roles. In his role, Brian was focused on transforming the advisor experience and ensuring outstanding delivery across all advisor facing solutions. Prior to LPL Financial, Brian served in a number of senior roles at T. Rowe Price with responsibility across product, business management, finance, and marketing. Brian began his financial services career as an advisor in Philadelphia.

Education & Accreditation

Lafayette College, BA Economics and Business

NYU Stern School of Business, MBA Finance and Marketing

CFP®, Certified Financial Planner

ChFC® , Chartered Financial Consultant®

CLU®, Chartered Life Underwriter