The Financial Forum welcomes Madeline Hume, Kristina Cagle and Dr. David Stubbs from AlphaCore Wealth Advisory to our quarterly Schwab Workshop, focusing on portfolio strategies beyond the traditional 60/40 allocation.
Topic: Unleashing Your Portfolio’s Potential
Date: September 12, 2025
Time: 10:00 AM
Location: Fireside Room, Gateway Clubhouse
Madeline Hume, CFA®
Associate Director of Research, AlphaCore Wealth Advisory
Madeline is responsible for investment due diligence, portfolio construction, and helping shape the firm’s broader investment strategy. She also writes commentaries and research memos. Her coverage includes traditional strategies, hedge funds, and private markets.
Prior to joining AlphaCore in 2023, Ms. Hume spent six and a half years at Morningstar, a financial research and data provider. In her most recent role, she authored thought leadership pieces and developed methodologies for new and emerging investments. She also served as a manager research analyst, covering a variety of managed investments, including multi-asset and alternative strategies. She earned her CFA® charter in 2021.
Kristina Cagle, CAIA®
Senior Wealth Advisor & Partner, AlphaCore Wealth Advisory
Kristina has over 14 years of experience in comprehensive wealth management. She is passionate about helping individuals and families navigate their financial lives—an inspiration that stems from witnessing the impact of significant life events on her own family. This personal connection to financial planning drives her client-first approach.
Her role focuses on comprehensive wealth planning with tailored investment recommendations that combine both traditional and alternative strategies, based on each client’s financial goals, circumstances, and personal values. Prior to joining AlphaCore in 2020, she served as a Senior Alternative Investment Consultant at Artivest, where she worked with high-net-worth families and family offices to diversify their portfolios through hedge funds, private equity, and real estate. She earned her CAIA® charter in 2015.
Dr. David Stubbs
Chief Investment Strategist for AlphaCore Wealth Advisory
Dr. David Stubbs is a member of the firm’s leadership team. With a wealth of experience across both public and private sectors, David contributes to AlphaCore’s investment process and delivers macroeconomic and financial market insights to clients.
He joined AlphaCore after a decade at J.P. Morgan and Blackstone, where he led investment strategy teams across both asset and wealth management divisions. Earlier in his career, David served as an economist for the British government, several think tanks, and the United Nations in New York City.
Continental breakfast provided by Ming Chen of Charles Schwab.
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Questions: Contact Joe Hoffman at 925-954-7912
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