A pair of advisors who oversaw more than $3 billion in client assets at Citi Private Bank has left to join Alpha Capital Family Office, a registered investment advisor in Denver serving high- and ultrahigh-net-worth individuals and families.
It is Alpha’s largest recruiting win in its history, says Founding Partner Doug Campbell.
The advisors, Alexandra Boyles and Will Coughlin, say they had grown tired of the constraints of the private-banking sector where products were generally limited to what their employer offered and the service model wasn’t equipped to meet the whole of a wealthy client’s needs.
