Founded in 2010, our services include emerging hedge funds, separately managed accounts, financial planning, estate & trust services, private placements, and in-house concierge services for high net worth individuals, families and businesses.
Chase Thomas, CERTIFIED FINANCIAL PLANNER CFP®
Partner and Portfolio Manager of The Volatility Advantage Fund and The Low Volatility Fund
Chase’s mission statement:“In order to enable my family and friends to live the life of their dreams, we will use our intellect and steadfastness to create financial freedom as their trusted advisor for life.”
Chase Thomas has been trading stock for the past 20 years. Chase began his career in the financial industry at Fidelity Investments. After three years as a Retirement Relationship Manager, overseeing a half billion of 401(k) assets, Chase achieved his Certified Financial Planner mark and went independent.
A Utah native from Park City and BYU graduate, Chase enjoys skiing, trail running, rock climbing, and the arts with his wife and son.
Harvey Sax
Founder and the Portfolio Manager of The Insiders Fund
Harvey Sax worked in sales and investment banking at Bear Stearns, Paine Webber, and Oppenheimer Co. In addition to his financial acumen, Sax is recognized as a pioneer in the technology field. He started one of the first internet companies in 1994, bringing HomeCom Communications public in 1997 through a fully underwritten offering with Ladenburg Thallman. HomeCom is credited for the first web presence of numerous Fortune 100 companies. Mr. Sax has been managing The Insiders Fund, LP since 2010. Having sat at most seats at the investment table, Mr. Sax’s view is uniquely shaped by his 360 degree perspective.
Mr. Sax holds a B.A. from Emory University and a Masters of Security Analysis and Portfolio Management (MSAPM) Creighton University. He likes shredding the greatest snow on earth and the S&P 500 based in Park City, Utah.
Michael Torrence
Investment Advisor Representative – Your Fiduciary Financial Planning & Investment Advocate
Michael was born and raised in Ohio and attended The Ohio State University. After College he commissioned as a 2ndLt in the United States Marine Corps. He attended his initial training in Quantico Virginia, and then graduated at the top of his Primary Aviator Class and was selected for the Strike (Jet) Platform.
Michael wanted a new challenge after flying and chose to pursue the world of finance and investments. He searched for a company that had the morals and integrity he was accustomed to and chose Alpha Wealth Funds. They obtained the level of character he looks for and offered the rare chance to work hand in hand with three top professionals in the industry. He’s currently being mentored by the firm partners while pursuing the CERTIFIED FINANCIAL PLANNER CFP:registered: designation on top of his licenses.
He’s now a resident of Bountiful, UT and our Client Advisor Advocate. Michael Provides an extra layer of Fiduciary Responsibility and someone for our clients to always ask questions and voice concerns too. He enjoys helping people and relieving the stress that most have when it comes to finance and retirement.
Jenny Bober, Registered Investment Advisor
Jenny began her career at 16 as an accounting clerk and quickly realized her love and talent for working with numbers. Jenny transitioned into the Financial Industry in 2015 when she accepted a position at Fidelity Investments. Tapping into her love of people and puzzles, she was able to fulfill her deep desire to help others in a way she unable to in the accounting industry. Jenny excelled in sales and financial matters.
She has a Bachelor of Science degree in Business Management and is currently working toward her Certified Financial Planning. A Park City native, Jenny Bober recently moved to Brigham City with her husband and three beautiful children, ages 15, 13 and 4. They love to spend their time traveling, enjoying the outdoors, and playing board games as a family. According to Jenny there is no place on earth better than the beach, and she and her husband look forward to spending their golden years with their toes in the sand.
Preston Bell, Investment Advisor
Preston is an enthusiastic and dedicated investment advisor at Alpha Wealth Funds and will be graduating with his B.S. in Finance from Utah Valley University at the end of 2024. Preston plans to pursue his M.S. in Finance in the fall of 2025. Specializing in portfolio and risk management, as well as financial planning, Preston has an educated approach and perspective to wealth preservation and investing, which greatly complements the strategies and culture at Alpha Wealth Funds.
Before joining Alpha Wealth Funds full time, Preston gained valuable experience through his internship as a hedge fund analyst under Mark Kress, where he developed skills such as operational due diligence, and analyzing non-correlated strategies in a variety of asset classes. Additionally, Preston has been actively involved in the investing and finance clubs at UVU, enhancing his financial acumen and analytical skills.
In his personal life, Preston is passionate about skiing, reading, and spending time with his wife, infant daughter, and dog. These traits not only enhance his personal development but also contribute valuable skills and perspectives to his professional role. He is a firm believer in our mission of always adding value to our clients’ lives, and is always eager to connect with colleagues, fostering a collaborative and successful work environment.
Jayden Thomas, Investment Advisor
Jayden is currently pursuing a Master of Accounting degree from Weber State University and a CPA license, with an anticipated graduation date in early 2025. He gained unique experience through his work and internship with The Insiders Fund portfolio manager Harvey Sax, where he developed his analytical and advisory capabilities for the financial industry.
Jayden’s passion lies in empowering individuals through personalized investment solutions, helping them strive for financial independence. In his free time, he enjoys any outdoor activity with his family, including snowmobiling, golfing, and camping.
Ray Alston, PhD, Executive Assistant
Ray has an MA and PhD in Slavic and East European Languages and Cultures from the Ohio State University. He has experience working in education and retail. At Alpha Wealth Funds his duties include logistics, customer service, compliance, and some research.