About Our Firm and Team

Meet Our Firm

Brad Alford founded Alpha Capital Management in 2006. After spending nearly two decades at large investment firms, Brad wanted the freedom and flexibility to provide customized services to his clients. Our firm has evolved and grown over the years, but Alpha Capital Management's core focus has always been and remains providing best-in-class, unbiased investment advice.

All of our employees are located in Atlanta, Georgia. We are 100% owned by our active Principals.

Meet Our Team

Our team has more than fifty years of cumulative experience in investment management and investment consulting. Principals Brad Alford and Anna Dunn Tabke lead the firm and are supported by our experienced analyst team.

Brad and Anna hold the Chartered Financial Analyst (CFA®) designation. The CFA is globally recognized as a rigorous and comprehensive study program in the field of investment management. As charter holders, Brad and Anna are committed to the highest ethical standards. Learn more about the program here.

Brad Alford, CFA

Brad founded Alpha Capital Management in July 2006 and serves as Principal of Alpha Capital. He has thirty years of investment management experience, and he oversees the firm's OCIO and Consultant Search Service, which designs and runs investment consultant and OCIO searches for institutions.

Prior to founding Alpha Capital Management in July 2006, he was a Managing Director at Atlantic Trust from 2002 to 2006, where he worked directly with some of the firm's largest clients. 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.

Brad also founded and built an internet company, IPO Lockup.com. IPO Lockup.com was the first website to track and analyze the effects of lockup expirations on initial public offerings (IPOs). The website's information was featured each Sunday in the New York Times, and CNBC named IPO Lockup.com one of the "Cool Websites" for 1999. Brad sold IPO Lockup.com in 2000.

Brad 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 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 CFA Society of Atlanta. He serves on the Finance and Investment Committees of St. Martin's Episcopal School and of the Atlanta Ronald McDonald House Charities.

Anna Dunn Tabke, CFA, CAIA

Anna joined Alpha Capital Management in 2012 and is a Principal of the firm. She has more than twelve years of investment experience. She matches institutions with investment consultants or outsourced Chief Investment Officer (OCIO) firms to build strong, long-term, mutually beneficial relationships.

Prior to joining Alpha Capital Management, Anna was an investment consultant with Mercer, 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 with 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 CFA Society of Atlanta. She is also a CAIA (Chartered Alternative Investment Analyst) charterholder and a member of the CAIA Association as well as a founding Chapter Executive for the CAIA Atlanta Chapter. She has contributed to Financial IQ, spoken at investment-focused conferences, appeared on Fox Business Network, and been quoted in financial publications such as Bloomberg, Fund Fire, Investment News, Institutional Investor, The Street, and US News & World Report.

Mark Hoffman

Mark serves as a Senior Advisor to Alpha Capital Management, supporting Alpha’s OCIO and Consultant Search Service, which designs and runs investment consultant searches and OCIO searches for institutions.

Mark currently serves as the CEO of Lanier Asset Management, a Registered Independent Advisory firm headquartered in Louisville, KY that Mark and his partners founded in 2009. Lanier assists high net worth individuals with investment advisory and financial planning services. Prior to founding Lanier, Mark was a partner in the Atlanta office of The Boston Consulting Group.

Mark is an honors graduate of The University of North Carolina at Chapel Hill with a BA in Economics and holds an MBA from The Harvard Business School. Mark currently sits on the Board of Goodwill of North Georgia, Inc. and serves as the Chairman of Goodwill’s Investment Committee.

J. Scott MacGillivray

Scott serves as an investment analyst at Alpha Capital Management. He assists the Principals and team at Alpha Capital Management in all aspects of performing consultant and outsourced CIO searches. Scott obtained a bachelor’s degree in personal finance from the University of Georgia. He is a Level I CFA candidate.