July 22, 2024 • Patrick Donachie
A $3 billion wealth management team from Citi Private Bank, which specializes in ultra-high-net-worth clients, is joining Denver-based Alpha Capital Family Office.
Alexandra Romeo Boyles and Will Coughlin are joining the firm as senior wealth strategists and senior investment strategists (both will also be partners at Alpha Capital). Both advisors are based in Denver and work with single-family offices, business owners, endowments, foundations and non-profits.
“We serve families of significant wealth with complex balance sheets,” Boyles said. “Our choice to work with fewer than 50 families empowers us to serve as their dedicated outsourced family office.”
At Citi, Boyles was a senior vice president for the UHNW Private Banker division, overseeing clients’ baking, lending, investments and tax/estate planning requirements, among other needs. (Previously, she’d worked as vice president at UHNW Private Banker at JP Morgan.)
Coughlin has worked in the industry for over 10 years. At Citi, he was senior vice president of investments, also based in Denver. He previously worked at Goldman Sachs, both in its alternative investments and manager selection groups and as an advisor in the private wealth management division.
