Meet Our Firm

Founded in 2019 by Brad Alford, OCIO Analytics emerged from the vision of creating a comprehensive market index tailored for institutions within the OCIO universe. This innovative concept gained traction as leading investment firms sought greater transparency in their operations. Partnering with Nasdaq, we ensured robust data security and the capacity to manage the extensive data required for our indices. Over time, we expanded our offerings to include client-specific indices—such as Endowment & Foundation, Defined Benefit Pension Plans, and Healthcare Operating Reserves—alongside five risk-based indices that reflect varying levels of investment aggressiveness. These indices form the backbone of the OCIO Analytics platform, providing a cutting-edge tool for performance benchmarking and asset allocation. Our platform fosters unbiased benchmarking while continually evolving based on client feedback and preferences, positioning us as a trusted partner in navigating the complexities of investment analytics.

Meet Our Team

Our team has more than fifty years of cumulative experience in investment management and investment consulting. Principals Brad Alford and Anna Tabke lead the firm.

Brad and Anna hold the Chartered Financial Analyst (CFA®) designation. The CFA is globally recognized as a rigorous and comprehensive study program in the field of investment management. As charterholders, Brad and Anna are committed to the highest ethical standards. Learn more about the CFA program here.

Brad Alford, CFA

Brad founded Alpha Capital Management in July 2006. He has over thirty-five years of investment management experience, and he directs the firm’s OCIO and Consultant Search Service, which designs and runs investment consultant and OCIO searches for institutions.

Brad created the Alpha Nasdaq OCIO Indices to advance transparency in the OCIO industry. He believed asset owners needed a better way to access and compare OCIO performance. After a year of development and partnering with Nasdaq, these indices launched in 2019. The 10 indices have 51 leading OCIOs providing over 1,300 of their clients’ performance and asset allocation to populate the indices. They have become the industry standard for OCIO performance measurement and benchmarking.

Prior to founding Alpha Capital Management in July 2006, he was a Managing Director at Atlantic Trust from 2002 to 2006, where he worked directly with some of the firm’s largest clients. From 2000 to 2002, Brad served as the Director of Investment Advisory Services at MyCFO, a firm focused on managing assets for ultra-high-net-worth clients. From 1995 to 2000, Brad was the Managing Director of the investment division for the $2 billion Duke Endowment. At Duke, he expanded the alternative asset portfolio from $100 million to more than $1 billion. From 1989 to 1995, Brad was the Director of Endowment Investments for the Emory University Endowment, with assets in excess of $4 billion.

Brad also founded and built an internet company, IPO Lockup.com. IPO Lockup.com was the first website to track and analyze the effects of lockup expirations on initial public offerings (IPOs). The website’s information was featured each Sunday in the New York Times, and CNBC named IPO Lockup.com one of the "Cool Websites" for 1999. Brad sold IPO Lockup.com in 2000.

Brad has been quoted extensively in the financial press, including the Wall Street Journal, Institutional Investors, Barron’s, Fortune, and the New York Times. He has made multiple appearances on CNBC, Bloomberg TV, and Fox Business Network.

Brad holds a BS in Corporate Finance and an MBA from the University of Alabama. In addition, he completed the intensive Senior Investment Manager Program at Princeton University. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society of Atlanta. He serves on the Finance and Investment Committees of Marist School and of the Atlanta Ronald McDonald House Charities.

Anna Tabke, CFA, CAIA

Anna joined Alpha Capital Management 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 has represented more than $110 billion of institutional assets in the marketplace, working directly with the investment committees and staff of more than 100 plan sponsors. Anna 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.

Anna has nearly 15 years of investment experience. Prior to Alpha Capital, she was an investment consultant at Mercer and Rogerscasey. She partnered with senior consultants to provide a full range of investment consulting services to institutional clients and advised billions of dollars in assets. She developed intellectual capital on investment opportunities and met quarterly with clients in addition to portfolio structuring, asset allocation modeling, and investment manager analysis for client portfolios.

Throughout her career, Anna has often been a resource for financial media and has been quoted in publications such as Bloomberg, Fund Fire, Institutional Investor, Investment News, The Street, and US News & World Report. She has also appeared on Fox Business Network, contributed writing to Financial IQ, and served on numerous panels at industry conferences.

Anna earned a BA in Economics from Princeton University. She is a CFA charterholder and is a member of the CFA Institute and the CFA Society of Atlanta. She is a CAIA (Chartered Alternative Investment Analyst) charterholder and a member of the CAIA Association. Anna is also active in her community, serving as the Development Chair of the Board of Directors at Woodlands Garden of Decatur since 2020 as well as board of the Princeton Club of Georgia since 2011 and as Chapter Executive for CAIA Atlanta since 2016. She is a United Way of Greater Atlanta VIP, graduate of a selective program which provides non-profit board governance training for interested and engaged community members.