A two-person wealth management team that oversaw $3 billion in assets at a private bank has joined a Denver-based family office, citing grievances with the private banking industry as reason for their departure.
Alexandra Romeo Boyles and Will Coughlin announced Tuesday that they joined Alpha Capital Family Office, a boutique financial planning firm that caters to high-net-worth clients. Alpha’s team is small — its website shows a team of 13 including the two new employees.
