Alpha Capital taps industry vet as portfolio management lead

Alpha Capital taps industry vet as portfolio management lead
The outsourced family office, headquartered in Colorado, is welcoming an UHNW wealth advisor who managed more than $500M at Northern Trust.
APR 22, 2024

Alpha Capital Family Office, the Denver-based RIA, has announced the addition of Tom Riley to its team as the lead for portfolio management.

Riley, a seasoned wealth management advisor, is transitioning from his previous role at Northern Trust where he managed assets exceeding $500 million for ultra-high-net-worth clients.

Riley's recruitment comes at a time of increased client dissatisfaction with private banks and major brokerage firms.

Doug Campbell, founding partner at Alpha Capital Family Office, expressed high regard for Riley’s capabilities.

"Tom is one of the most talented portfolio managers I have seen in my four decades plus in the business," Campbell said in a statement.

He highlighted his firm’s emphasis on financially established clients who require distinct investment strategies focused on risk management, cash flow, tax mitigation, and alignment with personal values and goals.

With over 20 years in the investment sector, Riley's extensive background includes a lengthy tenure as a senior portfolio manager at Northern Trust and earlier positions at Colorado State Bank & Trust and First Data Corporation.

His new role will leverage his expertise in creating bespoke investment solutions for clients.

"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," said Riley. He emphasized the opportunity to offer unique investment options not available in larger institutions.

Beyond his professional obligations, Riley serves on the Board of the Colorado Coalition for the Homeless, is a member of The Economic Club of Colorado, and participates in the investment committee for Garland Country Day School.

Retirement savings gap persists despite bull market, Ascensus CEO says

Latest News

Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls

Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.

How are tech-boosted advisors spending their "time tax refund"?
How are tech-boosted advisors spending their "time tax refund"?

Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.

Indivisible Partners selects DPL to arm advisors for insurance business
Indivisible Partners selects DPL to arm advisors for insurance business

The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.

RIA M&A stays brisk in first quarter with record pace of dealmaking
RIA M&A stays brisk in first quarter with record pace of dealmaking

Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.

New York Dems push for return of tax on stock sales
New York Dems push for return of tax on stock sales

The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.