About Us
Meet Our Team
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.
Brad Alford, CFA
Brad founded Alpha Capital Management in July 2006. He has over thirty-five 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 a year of development and partnering with Nasdaq, these indices launched in September 2019. The 10 indices have more than 52 leading OCIOs providing over 1,300 of their clients' performance and asset allocation to populate the indices. They have become the industry standard for OCIO performance measurement and benchmarking.
In July 2021, Alpha launched the OCIO Analytics giving clients an online tool to compare performance and asset allocation of over 1,300 institutions. OCIO Analytics provides a unique platform with seven specialized modules that deliver real, actionable insights into the OCIO industry. The platform is dedicated to promoting transparency in the OCIO industry, delivering real, validated returns and allocations for clients.
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 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 Marist School and of the Atlanta Ronald McDonald House Charities.
Brad Alford, CFA
Brad founded Alpha Capital Management in July 2006. He has over thirty-five years of investment experience. Brad oversees the firm, including OCIO and Consultant Search Services, which design and run investment consultant and OCIO searches for institutions. Alpha has conducted over 110 searches for institutions whose combined assets exceed $120 billion.
In 2019, Brad created the Alpha Nasdaq OCIO Indices in partnership with Nasdaq to advance transparency in the OCIO industry. The indices have become the industry standard for measuring OCIO performance. He also developed and built the OCIO Analytics platform to provide institutions with an online tool for comparing performance, asset allocation, risk and fees with peers.
Before founding Alpha Capital Management in July 2006, he served as 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. 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 served as the Director of Endowment Investments for the Emory University Endowment, overseeing assets exceeding $4 billion.
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 Marist School and the Atlanta Ronald McDonald House Charities.
