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 forty 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 charterholders, 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. He has over thirty years of investment management experience, and he directs the firm's OCIO and Consultant Search Service, which designs and runs investment consultant and OCIO searches for institutions.

Brad also created the Alpha Nasdaq OCIO Indices to advance transparency in the OCIO Industry. He believed asset owners needed a better way to access and compare OCIO performance. After several years of development and partnering with Nasdaq, these indices launched in 2019. They are quickly becoming the industry standard.

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 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 became a Principal in 2015. She matches institutions with investment consultants or outsourced Chief Investment Officer (OCIO) firms to build strong, long-term, mutually beneficial relationships. She has represented more than $60 billion of institutional assets in the marketplace, working directly with the investment committees and staff of more than 30 plan sponsors, in the past three years alone. Anna also leads the firm’s intellectual capital creation, producing thought leadership on the OCIO industry and writing research papers, as well as heading investment committee governance education.

Anna has more than 13 years of investment experience. Prior to Alpha Capital, she was an investment consultant at Mercer and Rogerscasey. She partnered with senior consultants to provide a full range of investment consulting services to institutional clients and advised billions of dollars in assets. She developed intellectual capital on investment opportunities and met quarterly with clients in addition to portfolio structuring, asset allocation modeling, and investment manager analysis for client portfolios.

Throughout her career, Anna has often been a resource for financial media and has been quoted in publications such as Bloomberg, Fund Fire, Institutional Investor, Investment News, The Street, and US News & World Report. She has also appeared on Fox Business Network, contributed writing to Financial IQ, and served on numerous panels at industry conferences.

Anna earned 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 a CAIA (Chartered Alternative Investment Analyst) charterholder and a member of the CAIA Association. Anna is also active in her community, serving on the board of the Princeton Club of Georgia since 2011 and as Chapter Executive for CAIA Atlanta since 2016. She is a United Way of Greater Atlanta VIP, graduate of a selective program which provides non-profit board governance training for interested and engaged community members. Anna also serves on the Board of Directors at Woodlands Garden.

J. Scott MacGillivray

Scott serves as an investment analyst at Alpha Capital Management. He joined Alpha Capital Management in 2018.
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.

Diane Lim

Diane serves as an investment analyst at Alpha Capital Management. She joined Alpha Capital Management in 2020.
She assists the Principals and team at Alpha Capital Management in all aspects of performing consultant and outsourced CIO searches.
She played collegiate golf for Ole Miss; winning an individual title and the school's first SEC championship.
Diane obtained a bachelor's degree in Managerial Finance from the University of Mississippi.