Our 5 core pillars
We deliver on our commitments, always putting our clients’ interests first. As fiduciaries, we hold ourselves to the highest standards of integrity, transparency, and accountability.
We’ve cultivated a culture of mutual trust and respect—one that fosters enduring relationships and unwavering loyalty from our clients and partners.
We believe in honest conversations from the start. We’re not the right fit for everyone—and we don’t try to be. That’s why we invest time upfront to ensure a mutual alignment of values, expectations, and goals.
We love what we do—and it shows. Our passion drives a proactive, hands-on approach to serving our clients with energy, focus, and dedication.
“No” isn’t in our vocabulary. We take pride in finding creative, outside-the-box solutions—no matter how complex the challenge—to keep moving toward our goals with determination and grit.
Tom Kennedy, CFP
Tom is the Founding Partner of Alteris Capital Partners, bringing nearly 20 years of experience in the financial services industry. With a background in institutional investment management, Tom has spent the past decade specializing in comprehensive financial planning for families, with a particular focus on small business owners. His expertise spans investment management, estate planning, and tax strategies, helping clients build, protect, and transition their wealth effectively.
Tom earned a Bachelor of Science in Finance from the University of Colorado and holds the Certified Financial Planner (CFP) designation from Rice University. He is deeply involved in the Houston community, serving as Board Chair for United Against Human Trafficking, a nonprofit dedicated to combating human trafficking.
Originally from New Jersey, Tom has called Houston home since 2010, where he resides with his wife Judy, and their son.
James Sivco, CFA, CTA
James is the Managing Partner at Aleris Capital Partner, bringing over 30 years of institutional investment and corporate finance experience. He has led private investing for a $6 billion endowment-modeled fund and managed hedging strategies for a $12 billion pension fund. His portfolio management expertise includes overseeing the Forward High Yield Bond Fund (NASDAQ: AHBAX), managing a distressed debt hedge fund, and serving as a secondary portfolio manager for the Forward Emerging Market Corporate Bond Fund (NASDAQ: FFXIX).
Beyond his institutional investment background, James has acquired, sold, financed, and restructured numerous companies across diverse industries, bringing deep expertise in corporate transitions and financial strategy.
James earned a Bachelor of Science in Economics from Villanova University and holds both the Chartered Financial Analyst (CFA) and Certified Turnaround Analyst (CTA) designations. He is an active member of the Houston Society of Financial Analysts, the Turnaround Management Association, and the Silver Club Golfing Society.
Sierra Elrod, CEPA
Sierra is the Managing Partner at Alteris Capital Partners, where she specializes in guiding business owners and high-net-worth families through complex financial landscapes. With nearly a decade of experience, she has built a reputation for crafting comprehensive financial strategies that support clients at every stage of their journey, from growth to exit planning and wealth preservation.
Sierra earned her Bachelor of Business Administration in Finance from the University of Mary Hardin Baylor and holds the Certified Exit Planning Advisor (CEPA) designation. She is an active member of the Exit Planning Institute, staying at the forefront of best practices in succession planning and business transitions.
Based in Houston, Sierra is committed to her community, supporting organizations such as the Houston Food Bank, Helping Hands, and Safe Haven
