Anna Dunn Tabke
Principal
“ Seasoned investment professional with over 10 years of experience in asset management, investment advice, and consulting. ”
Anna Dunn Tabke joined Alpha Capital Management in 2012 and serves as a Principal of the firm. She has more than ten years of investment experience. She is responsible for sourcing investment ideas and conducting quantitative and qualitative due diligence on new investment opportunities as well as maintaining research coverage on current investments. She contributes to portfolio construction and review, and she works directly with financial advisors through the Investment Advisory Service and Prospect Portfolio Analytics services.
Prior to joining Alpha Capital Management, Tabke was an associate with Mercer in the investments division from 2010 to 2012, where she partnered with senior consultants to provide a full range of investment consulting services to institutional clients and advised over $9 billion in assets. She developed intellectual capital on investment opportunities in addition to portfolio structuring, asset allocation modeling, and investment manager analysis for client portfolios. Tabke began her career as an investment consultant at Rogerscasey (now Segal Marco Advisors), where she worked from 2007 to 2010 and focused on corporate, not-for-profit, and endowment clients.
Tabke holds a BA in Economics from Princeton University. She is a CFA charterholder and is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. She is also a CAIA (Chartered Alternative Investment Analyst) charterholder and a member of the CAIA Association as well as a founding Chapter Executive for the CAIA Atlanta Chapter. She has contributed to Financial IQ, appeared on Fox Business Network, and been quoted in financial publications such as Bloomberg, Investment News, The Street, and US News & World Report.