Anna Patricia Tabke
Director of Research - Fxd Inc at Alpha Capital Management LLC
Profile
Ms. Anna P.
Tabke is a Principal at Alpha Capital Management LLC.
Ms. Tabke joined the firm in 2012 and became a Principal in 2015.
She matches institutions with investment consultants or outsourced Chief Investment Officer (OCIO) firms to build strong, long-term, mutually beneficial relationships.
She also leads the firm’s intellectual capital creation, producing thought leadership on the OCIO industry and writing research papers, as well as heading investment committee governance education.
She has over 5 years of investment experience.
Ms. Tabke was employed as an Associate by Mercer Investments LLC, an Investment Consultant by Rogerscasey, Inc., and a Director of Research by Alpha Capital Funds Management LLC.
Ms. Tabke earned a BA in Economics from Princeton University.
She is a CFA charter holder and is a member of the CFA Institute and the CFA Society of Atlanta.
She is a CAIA (Chartered Alternative Investment Analyst) charter holder and is a Member of the CAIA Association.
Anna Patricia Tabke active positions
| Companies | Position | Start |
|---|---|---|
Alpha Capital Management LLC
 Alpha Capital Management LLC Investment ManagersFinance Alpha Capital Management LLC (ACM) is an independent wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Bradley Alford in 2006. ACM provides customized services to institutional investors. | Director of Research - Fxd Inc | 2012-05-31 |
Former positions of Anna Patricia Tabke
| Companies | Position | End |
|---|---|---|
Mercer Investments LLC
 Mercer Investments LLC Investment ManagersFinance Mercer Investment Management, Inc. (Mercer) is a SEC-registered investment adviser and fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2005 and is a wholly-owned subsidiary of Mercer (US) LLC, which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC). Mercer provides investment management and investment advisory services primarily to US and international institutions. | Corporate Officer/Principal | 2012-11-30 |
Rogerscasey, Inc.
 Rogerscasey, Inc. Investment ManagersFinance Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT. | Corporate Officer/Principal | 2010-12-30 |
Alpha Capital Funds Management LLC
 Alpha Capital Funds Management LLC Investment ManagersFinance Alpha Capital Funds Management LLC provides investment advice. The private company is based in Atlanta, GA. The company was founded in 2010 by Bradley Huston Alford. | Director of Research - Equity | - |
Training of Anna Patricia Tabke
| Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Alpha Capital Management LLC
Alpha Capital Management LLC Investment ManagersFinance Alpha Capital Management LLC (ACM) is an independent wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Bradley Alford in 2006. ACM provides customized services to institutional investors. | Finance |
Alpha Capital Funds Management LLC
Alpha Capital Funds Management LLC Investment ManagersFinance Alpha Capital Funds Management LLC provides investment advice. The private company is based in Atlanta, GA. The company was founded in 2010 by Bradley Huston Alford. | Finance |
Mercer Investments LLC
Mercer Investments LLC Investment ManagersFinance Mercer Investment Management, Inc. (Mercer) is a SEC-registered investment adviser and fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2005 and is a wholly-owned subsidiary of Mercer (US) LLC, which is ultimately owned by Marsh & McLennan Cos., Inc. (NYSE: MMC). Mercer provides investment management and investment advisory services primarily to US and international institutions. | Finance |
Rogerscasey, Inc.
Rogerscasey, Inc. Investment ManagersFinance Rogerscasey, Inc. offers investment consulting services and software solutions. It offers performance reporting, target-date funds, and master manager solutions. The company is founded in 1968 and is headquartered in Darien, CT. | Finance |
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