Our Story.
Alpine Advisory Partners was founded to accelerate the integration of financial planning and tax aware investment strategies with institutional quality portfolio management. Client experience is at the center of this transition, with the goal of providing more holistic and consultative services, more comprehensive analysis, and an elevated client experience.
Alpine Advisory Partners, LLC is an SEC-registered RIA located in Clarence, NY.
Our Founder.
Matthew Krajna, CFA
Matthew is the Founder, Chief Investment Officer, and Chief Compliance Officer at Alpine Advisory Partners, LLC. He leads the organization’s strategic direction, drives the development and execution of its global investment initiatives, and maintains a rigorous compliance environment.
Throughout his career Matthew has worked directly with individuals and institutions, as well as partnered with investment advisors across the country as an Outsourced Chief Investment Officer (OCIO), to customize investment solutions to fit their client needs.
Prior to founding Alpine Advisory Partners, LLC he was the Chief Investment Officer for a multi-billion dollar Registered Investment Advisor headquartered in Buffalo, NY.
Matthew is active in the local investment community through the CFA Society of Buffalo, university mentorship programs, and adjunct teaching roles. He lives in Clarence, NY with his wife and three children.
Education
BS, Accounting, Finance, and Accounting Information Systems (AIS), Canisius College
MBA, Accounting, Canisius College
Chartered Financial Analyst (CFA) charterholder designation from the CFA Institute
Community Involvement
Board Member, CFA Society Buffalo
Past President (2020-2024), CFA Society Buffalo
Canisius University Golden Griffin Fund (GGF) Alumnus & Professional Mentor
SUNY Buffalo, Jacobs School of Management Adjunct Professor (2019-2025)
Niagara University Adjunct Professor (2016-2017)
Our Values.
Advice Driven Guidance
With a fiduciary focused approach, you always get our best thinking, with your best interests in mind.
Deep Expertise
Institutional knowledge of time-tested portfolio construction and risk management techniques to optimize risk and return opportunities across public and private asset classes.
Elevated Client Experience
Service responsiveness, straightforward communication and consistent guidance help shape a client experience that provides peace of mind and a level of foundational trust that long-term relationships are built on.