Alpha Capital Family Offices (ACFO) announced that it has recruited industry veteran Tom Riley, CFA (Chartered Financial Analyst), to join and lead portfolio management at the firm.
Riley brings over two decades of experience in the wealth and investment management industry. He joins Alpha Capital Family Offices from Northern Trust, where he served for over a decade as a senior portfolio manager, overseeing $500+ million in assets for UHNW investors.
Earlier in his career, Riley served as portfolio manager at Colorado State Bank & Trust and began as an assistant portfolio manager at First Data Corporation.
Riley – who holds the Chartered Financial Analyst (CFA) designation – previously served as President and board member at the CFA Society Colorado. Now, he serves on the Board of the Colorado Coalition for the Homeless. And he is also a member of The Economic Club of Colorado and serves on the investment committee for the Garland Country Day School, a private school in Denver, Colorado.
Riley earned an M.B.A. from the University of Denver Daniels College of Business and a B.S. in Finance from the University of Colorado Boulder.
KEY QUOTES:
“Tom is one of the most talented portfolio managers I have seen in my four decades plus in the business. At Alpha Capital, we serve clients who have already established themselves financially and this leads to investment portfolio decisions that are different than simply investing in some firm’s balanced or growth portfolios. We are about risk, cashflow, tax mitigation, and matching investments specifically to a particular client’s values and goals.”
– Doug Campbell, founding partner at Alpha Capital Family Office
“Joining the team at Alpha Capital Family Offices allows me to always put my clients first, helping them in new ways to grow and preserve their wealth. I now have the independence to bring tailored solutions to the table for my clients, which includes offering them opportunities to consider unique investments that aren’t available at larger institutions.”
– Tom Riley
“It’s no surprise to see someone as skilled as Tom making the move to independence. This trend has been ongoing for years, especially as we have seen so much change happening at the largest private banks, often driven by a focus on profits and commoditization. Tom brings exceptional talent, and Alpha Capital Family Office is fortunate to have him join as an expert in portfolio management as well as a dynamic leader focused on growth.”
– Tim Kneen, Founder, Partner, Consultant at Lumina Consulting
