ERIC KOEPLIN
CEO & CHIEF INVESTMENT OFFICER
Eric founded Alpha Principle for his family office in 2020. The firm opened to outside investors in 2022. He created Alpha Principle with the vision of producing outperformance for investors while also….
JOHN RAMSTEAD
PRESIDENT
John brings world-class expertise in executive leadership, financial planning, investing, and coaching to the team. His goal is to help Alpha clients go beyond their immediate financial goals by…
BRIAN FOLKERTS, CFP®
EXECUTIVE VICE PRESIDENT
Brian has decades of high-level experience in the financial world. Most recently, Brian led and managed a $25 billion AUM Flagship office for Charles Schwab. He led asset management,…
RJ MAUNTON, CFP®
VICE PRESIDENT OF WEALTH MANAGEMENT
RJ has extensive wealth advisory, financial planning, and trading expertise which benefits Alpha Principle’s partnerships and separately managed accounts. RJ also served as an Advisor for…
JOHN HARLAN
OPERATIONS MANAGER
John brings decades of experience in starting and operating various businesses to the team. With a deep understanding of the IT requirements across a variety of industries, John’s knowledge of…
JEFF HOAG
Jeff is President and Chief Investment Officer at Three Circles Capital Management, and he partners with Alpha Principle as sub-advisor to the investment committee. Jeff is an options…
PATRICK GORDON
Patrick is Advisor, Strategy to Three Circles Capital Management, which serves Alpha Principle as sub-advisor to the investment committee. For more than 25 years, he…
ELI JOHNSON
CFA
Eli is Advisor, Research to Three Circles Capital Management, which serves Alpha Principle as sub-advisor to the investment committee. Eli has over 20 years of investment management…
MATT SWENDIMAN
JD, CFA
Matt serves as Alpha Principle’s General Counsel. He also serves as CEO of Key Bridge Compliance, LLC. Matt began his investment management career in 1996 with a predecessor of Citi Fund Services…
KARA RAINEY
As an Executive Assistant for Alpha Principle, Kara helps coordinate projects and office management for the Alpha Principle team. Prior to Alpha Principle, Kara first worked in the financial…