Former Citi Private Bank Wealth Management
Team Embraces Independence of Denver-Based Outsourced Family
Office
DENVER, July 22,
2024 /PRNewswire/ -- Alpha Capital Family Office
(ACFO) announces that Alexandra Romeo
Boyles, J.D., and Will
Coughlin have joined the firm as Senior Wealth Strategist
and Partner, and Senior Investment Strategist and Partner,
respectively. Both professionals are based in Denver, CO, where Alpha Capital Family Office
is headquartered.
Ms. Boyles and Mr. Coughlin join Alpha Capital Family Office
from Citi Private Bank. At Citi, they worked together overseeing in
excess of $3 billion in assets for
ultra-high-net-worth ("UHNW") clients including single family
offices, entrepreneurs, private business owners, endowments,
foundations, and non-profits.
"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."
Before joining Alpha Capital Family Office, Ms. Boyles served as
Senior Vice President UHNW Private Banker at Citi in Denver, overseeing all aspects of clients'
financial portfolios, including banking, lending, investments,
global capital markets access, tax/estate planning, and fiduciary
services. Previously, she held the position of Vice President UHNW
Private Banker at JP Morgan.
"We serve families of significant wealth with complex balance
sheets," said Ms. Boyles. "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."
Ms. Boyles earned her Juris Doctor from SMU Dedman School of Law
and a Bachelor of Arts in Political Economy from Tulane University. She has previously held FINRA
Series 7, 63 and 66 licenses. She currently serves on the Board of
Directors and Finance Committee for Denver CASA (Court Appointed
Special Advocates – a nonprofit organization dedicated to legal
advocacy for children involved in cases of dependency, abuse, and
neglect. She also serves as an Advisory Council Member for the Jake
Jabs Center for Entrepreneurship at the University of Colorado Denver Business School.
Mr. Coughlin brings over a decade of investment management
experience to the team. Before joining Alpha Capital Family Office,
he was Senior Vice President of Investments at Citi in Denver, overseeing many of the firm's
institutional client relationships. He started his career as a
Financial Analyst in Goldman Sachs' Alternative Investments &
Manager Selection Group before transitioning to their Private
Wealth Management Division as an Advisor.
"Joining Alpha allows me to deliver the consistency of top
talent my clients demand," said Mr. Coughlin. "Frankly, the
turnover problems in Private Banking have denied my clients access
to specialists focused on the investment opportunities they want
and deserve. 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."
Mr. Coughlin earned his Bachelor of Science in Business
Administration from Xavier University's
Williams College of Business. He has
previously held FINRA Series 7, 65, 63, 31, and 3 licenses.
"There has been a tremendous amount of change going on in the
Private Banking world," said Jeff
Shipley, Co-founder Partner, and Consultant with Lumina
Consulting. "Given what is going on I am not at all surprised
to see two high caliber professionals like Will and Alex now join a
team that empowers them with the freedom and flexibility to deliver
more comprehensive solutions to clients."
The addition of Ms. Boyles and Mr. Coughlin continues Alpha
Capital Family Office's ongoing rapid growth, following the recent
appointment of industry veteran Tom
Riley, CFA®. Mr. Riley joined from Northern Trust
in April and now serves as the firm's Head of Portfolio
Management.
About Alpha Capital Family Office
Alpha Capital Family Office is a Denver-based outsourced family office that
assists multigenerational business owners and ultra-high-net-worth
families by creating intentional plans around their life, family,
business, community, and wealth. The firm provides a full range of
family office services including business consulting, asset
management and planning, risk management and asset protection,
estate planning, family governance, and philanthropy planning. For
more information, visit acfamilyoffice.com.
MEDIA CONTACTS:
Melinda
Brodbeck
JConnelly
973.865.5454
acfo@jconnelly.com
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SOURCE Alpha Capital Family Office