Alpha Capital Family Office has added a high-performing wealth management team to its outsourced family office services in Denver, Colorado.
Alexandra Romeo Boyles, J.D., and Will Coughlin were previously with Citi Private Bank in Denver and managed assets of more than $3 billion for ultra-high-net-worth clients such as single family offices, entrepreneurs, private business owners, endowments, foundations, and non-profits.
At Citi, Boyles was senior vice president UHNW private banker having previously been vice president UHNW private banker at JP Morgan. She joins Alpha as senior wealth strategist and partner.
"One of the reasons I joined Alpha Capital Family Office is our unwavering commitment to always put the interests of clients front and center. Our choice to work with fewer than 50 families empowers us to serve as their dedicated outsourced family office," he said.
Coughlin was senior vice president of investments at Citi and takes the role of senior investment strategist and partner at Alpha. With more than a decade in the industry he was previously a financial analyst with Goldman Sachs before moving to the firm’s private wealth management offering as an advisor.
"Frankly, the turnover problems in Private Banking have denied my clients access to specialists focused on the investment opportunities they want and deserve,” he said. Alpha is independent, which means I can deliver the most competitive opportunities, regardless of where they come from and I now have direct access to opportunities curated specifically for those clients."
The addition of the Citi duo continues the rapid growth enjoyed by Alpha Capital Family Office including the addition of Tom Riley to its team as the lead for portfolio management.
“Alex and Will join a team of specialists with over 250 years of collective experience," said Doug Campbell, founding partner at Alpha Capital Family Office. "We believe that concentrating this depth of experience on a small group of clients delivers exceptional outcomes, which is our approach as an outsourced family office. This is what enables us to attract top talent from the industry's largest banks and leading wealth management firms. Unlike these institutions, where advisors are often forced to manage too many clients to provide the personalized attention required, our approach ensures each client receives the dedicated service they deserve."
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
Wealth tech veteran Aaron Klein speaks out against the "misery" of client meetings, why advisors' communication skills don't always help, and AI's potential to make bad meetings "100 times better."
The proposed $120 million settlement would close the book on a legal challenge alleging the Wall Street banks failed to disclose crucial conflicts of interest to investors.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
