Curtis L. Lyman, JD

Curt is the Founding President and Chief Executive Officer of Alpha Fiduciary Wealth Management. 

"The driving force behind the creation of this firm is my belief that our clients are entitled to sophisticated and independent advice, free from any conflicts of interest. Our firm's guiding principal is that we will always work with clients from a position of integrity. We have built this firm recognizing that you have only one life to live. Our job is to help you achieve your life dreams."

Curt took his collegiate training at Hiram College where he graduated with honors. He was awarded his Juris Doctor from the Case Western Reserve University School of Law. Curt has served previously as a partner in the law firm of Lyman & Lyman, was the founding President of the Raymond James Trust Company, President of the STI Private Capital Group, N.A. and President of Wilmington Trust, FSB's Florida operations. Curt served as an officer for Merrill Lynch and Lehman Brothers. Curt has held directorships in numerous community and philanthropic organizations. Curtis is the current President of the Order of St. John Hospitalliers, Palm Beach Commandary and is a Member of the Board of Advisors of the Helen Wilkes Honors College at Florida Atlantic University.

He holds Series 7, 63, 66, and 65 licenses. Curt is licensed as an attorney to practice law before the Courts of the State of New York and before the U.S. Federal Courts and U.S. Courts of Appeal.

Curt and his wife Teri live in Palm Beach Gardens, FL. They have two daughters, Chelsea and Brittany. They are actively involved in the PGA National Golf Club, the World Karting Association as well as a number of other community organizations. Curt enjoys golf, tennis, skiing, swimming, cycling, competitive driving, and kayaking.
 

Joanne Robin.

Joanne is a SVP and is the Alpha Director of Client Experience. An honors graduate of the University of South Carolina, Joanne enjoys over 19 years of financial industry experience. Joanne's breadth of experience in operations, regulatory compliance, and administration at some of this country's most well-regarded financial firms such as Mirzam Asset Management and Raymond James Financial have prepared her well to guide Alpha Fiduciary Wealth Management in the delivery of exceptional client experience. 

"My job is to help our clients enjoy their relationship with Alpha Fiduciary Wealth Management. My team and I work to ensure that their information is accurate, that they have all of their logons and full access to the document vault, to their custodial account, and to the Black Diamond Performance measurement website. Our real focus is to always stay one step ahead of the client in terms of awareness of factors affecting their accounts and their relationships whith us. I try to anticipate their needs, rather than have them have to call us. We are very proactive which is something that I enjoy."

Joanne is Series 9, 10, 7, and 63 licensed.

In her spare time, Joanne enjoys travel, the beach, tending her garden, and learning the game of golf.
 

Eu-John Wu

Eu-John is a Senior Vice President and Alpha's Chief Investment Officer. He received his Bachelor of Science degree from Penn State University. Eu-John began his capital markets career with Lehman Brothers in New York City. He worked on the trading floor of the American Stock Exchange for Spear, Leeds, & Kellogg, was the portfolio manager for Clambake Associates, LLC, the branch manager and principal for Carlin Financial Group in New York City and Boca Raton and was most recently the Managing Member and Chief Investment Officer for Cima Trading, LLC. 

"We have a solid investment process that marries the best in independent, fundamental research with the more quantitative technical indicators.  The result is that we focus not just on the "long term" but on making good entry and exit decisions.  We've become more cautious in recent months because of structural imbalances in the U.S. fiscal system.  This has had a marked effect on the value of stocks and bonds, commodities, and real estate. We are passionate about the capital markets.  Our process adds real value as we seek to help our clients realize their dreams."

Eu-John shares his in-depth knowledge of economics, the markets, and his highly attuned attention to trading patterns of asset classes and specific investments as he leads our Investment Committee. Eu-John is Series 24, 7, and 63 licensed. He is a candidate for the Chartered Financial Analyst designation. He is an Affiliate Member of the Market Technicians Association.

Eu-John and his wife Sarah, and son, Max, live in Palm Beach County where they enjoy golf and music. 
 

Richard "Rick" Ohrn

Rick is a Vice President and Investment Advisor with Alpha Fiduciary Wealth Management. Rick has been in the finance world for 6 years and is rapidly becoming one of the leaders in the industry. Rick was a veteran of the United States Navy and was decorated for his participation in the Gulf War. 

Rick worked for two large global firms, Home Depot and UPS in Management roles before joining Alpha Fiduciary Wealth Management. 

Rick is an entrepreneur having worked in the Florida Real Estate market buying, rehabilitating, and selling homes throughout south Florida. Most recently Rick was the driving force behind a fire and code inspection company which was acquired in a strategic buy-out.

Rick is attuned to both the "emerging" high net worth individual as well as the "established" high net worth client. "Most people fail to organize their finances. They fail to develop a roadmap and when the markets get shaky, they don't stick to their plan. Alpha Fiduciary Wealth Management's experience and investment discipline will help them develop and stick to their plan over time. This is what generates our consistent and predictable long term investment results. It's what allows us to help our clients realize their life's ambitions"

Rick holds Series 65, 7, 63, and 66 Securities licesnes. 

Rick enjoys golf, hockey, football, and kayaking and taking vacations with his family. Rick is married to Kathy and has two children Jason Ohrn 15 and Matthew Ohrn 11, Rick is an avid school athletics booster and is the committeeman for his district for the Republican party. Rick is also an inventor and was recently on the American Inventor television show this past season. 
 

John E. Kriss

Jack is a Senior Vice President and Investment Adviser with Alpha Fiduciary Wealth Management. He received his Bachelor’s degree in Business and Marketing from Western Kentucky University, following his service in the United States Army during the Vietnam War. 

He recently completed a 30 year career as a professional pilot culminating in his early retirement from American Airlines where he served as an International Captain and Flight Standards Check Airman. As well, he performed substantial service to his fellow pilots through work on their association’s Strategic Planning and other committees.

Alpha Fiduciary Wealth Management and our clients are fortunate to have the benefit of Jack’s maturity, breadth of experience and process orientation. “As one who has seen firsthand the complexity of retirement decisions, I felt there must be a better approach for clients who are concerned about the quality of their retirement lives. The independence of Alpha Fiduciary Wealth Management and its team commitment to Excellence and Integrity are of critical importance to me as I work with clients looking for quality retirement planning and business succession planning.”

Jack is Series 65 licensed and has been awarded  the prestigious designation of Certified Wealthcare Analyst.

He and his wife Cathy have been married for over 34 years and have three grown sons. In his spare time, Jack enjoys golf, travel and visiting with family and friends. He also takes pleasure in spending vacation time at the family’s upstate New York airport where he participates in restoring and flying World War II era military aircraft.

Robert P. Barker

Bob Barker is a Senior Vice President and Investment Advisor with Alpha Fiduciary Wealth Management. He received his Bachelor’s Degree in Business from Florida Atlantic University in Boca Raton. He served two tours of duty in Vietnam with the U.S. Army’s 1st Calvary Division and was awarded two Bronze Stars and several Air Medals while serving as a helicopter crew chief. Prior to joining Alpha Fiduciary Wealth Management, Bob was the President of Alvyn Herrick, a registered investment advisory firm. Bob spent several years as a senior analyst at Chris Stone & Associates, a UK-based econometrics firm and was the president of the International Marketing Group, Inc., a real estate and marketing firm.

“Curt Lyman and I have known one another for more than 30 years. We worked together at Merrill Lynch in Palm Beach and have stayed in touch ever since. At Alvyn Herrick, our investment process was almost identical to that at Alpha Fiduciary Weath Management, especially in our shared commitment to superior client care. By merging our two firms, we not only benefit from synergies, but it allows me to focus on my favorite part of the investment process: taking care of clients.

Bob is an accomplished guitarist. Bob is a strong supporter of several Broward County-based human services organizations. Bob breeds, trains, and races harness horses. Bob and Dr. Marah Lee reside along the beach in Ft. Lauderdale with their dog.