Our Team
Brian Schreiner
Founder, Chief Investment Officer
Brian Schreiner is the Founder and Chief Investment Officer of Alpha Rock Investments, a boutique investment management firm serving mass affluent and high net worth families. With over 25 years of experience as an investment advisor, including senior roles at two prior investment advisory firms, Brian specializes in portfolio management, global asset allocation and alternative investments. He holds Series 65, Series 7 and Series 66 and Series 63 licenses.
Marta Xavier
Client Services
Marta Xavier is an experienced client service professional with over 20 years of experience serving clients in the financial services industry.
Brian Schreiner was most recently published in Barron’s and has also appeared in the following publications:
Advisory Board
-
Roger Schreiner
SCHREINER CAPITAL MANAGEMENT, INC. Founder, CEO (Retired)
-
Greggory Flinn
G-SKY CAPITAL MANAGEMENT, LLC Chief Investment Officer
-
James C. McDonald, Esq
GALVEN INVESTMENT STRATEGIES, LLC Chairman and General Counsel
-
Hamilton Grant Moore
Individual Investor Consultant