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RIA · CRD 109686SEC-Registered

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Alpine Saxon Woods

Alpine Saxon Woods is a client-first emerging asset management firm based in Purchase, NY. It is employee-owned and manages money for foundations, trusts,...

Overview

Alpine Saxon Woods is a client-first emerging asset management firm based in Purchase, NY. It is employee-owned and manages money for foundations, trusts, and investment advisors, with a heritage spanning 25+ years. The firm offers strategies including Large and Small Capitalization Dividend, Capital Return, Small Cap Growth, Core Momentum and Balanced, available in long-only, long/short, and institutional accounts. Portfolios focus on high-quality companies with strong free cash flow and momentum.

General information

Firm type

RIA

Location

City

Purchase

Principals

Mark T. Spellman

Partner, Chief Executive Officer & Portfolio Manager

Sarah Hunt

CFA, Partner, Chief Market Strategist & Portfolio Manager

Brian Hennessey

CFA, Partner, Chief Investment Officer & Portfolio Manager

Arleen Baez

Managing Partner & Chief Operating Officer

Eugene Smith

Head of Marketing

Darren Del Priore

Head of Trading

Patrick Coyne

Head of Sales

Ronak Jain

CFA, Associate Portfolio Manager

Frequently asked questions

What is the known investment focus of Alpine Saxon Woods?

No public sources disclose Alpine Saxon Woods' investment focus, sector preferences, or asset-class allocation. The firm has not released any statements or filings describing its strategy. External databases and media archives contain no deal or portfolio data tied to the firm.

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