Bradley H. Alford, CFA
Alpha Capital Management
Brad founded Alpha Capital Management in July 2006 and serves as its Managing Principal. He has over thirty years of investment management experience. He oversees his firm’s research process, including traditional asset class manager due diligence and selection as well as portfolio construction and review.
Prior to founding Alpha Capital in July 2006, he was a Managing Director at Atlantic Trust from 2002 to 2006. From 2000 to 2002, Brad served as the Director of Investment Advisory Services at MyCFO, a firm focused on managing assets for ultra-high-net-worth clients. From 1995 to 2000, Brad was the Managing Director of the investment division for the $2 billion Duke Endowment. At Duke, he expanded the alternative asset portfolio from $100 million to more than $1 billion. From 1989 to 1995, Brad was the Director of Endowment Investments for the Emory University Endowment with assets in excess of $4 billion.
He was selected by Institutional Investor magazine as a “Rising Star of Mutual Funds” in 2012. He has been quoted extensively in the financial press, including the Wall Street Journal, Barron’s, Fortune, and the New York Times. He has also made multiple appearances on CNBC, Bloomberg TV, and Fox Business Network.
Brad holds a BS in Corporate Finance and an MBA from the University of Alabama. In addition, he also completed the intensive Senior Investment Manager Program at Princeton University. He is a CFA charterholder and is a member of the CFA Institute and the Atlantic Society of Finance and Investment Professionals.
Anna Dunn Tabke, CFA
Alpha Capital Management
Anna joined Alpha Capital Management in 2012. She serves as Principal and Director of Research. Anna over 12 years of investment experience. She is responsible for sourcing investment ideas and conducting quantitative and qualitative due diligence on new investment opportunities as well as maintaining research coverage on current investments. She also assists with portfolio construction and review.
Prior to joining Alpha Capital Management, Anna was an associate with Mercer Investments from 2010 to 2012 where she partnered with senior consultants to provide a full range of investment consulting services to institutional clients and advised over $9 billion in assets. She developed intellectual capital on investment opportunities in addition to portfolio structuring, asset allocation modeling, and investment manager analysis for client portfolios. Anna began her career as an investment consultant at Rogerscasey, where she worked from 2007 to 2010 and focused on corporate, not-for-profit, and endowment clients.
Anna holds a BA in Economics from Princeton University. She is a CFA charterholder and is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. She is also a CAIA (Chartered Alternative Investment Analyst) charterholder and a member of the CAIA Association.
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