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 having a positive impact on the world… Doing Well while Doing Good… Better Investing. Greater Purpose.
Prior to Alpha Principle, Eric served as Chairman of the Investment Committee for Advice Period, an advisory firm with over $4 billion under management. Prior to Advice Period, Eric was President and Chief Investment Officer of The Milestone Group, a company he founded in 1996. Under his leadership, Milestone grew from an upstart to a well-known firm with over $2 billion under management. During his 30+ year career, Eric has advised hundreds of high-net-worth individuals, including several Fortune 500 CEOs.
Eric holds an MBA and bachelor’s degree in business from the University of Colorado, Leeds School of Business. He is a member of YPO (the Young Presidents’ Organization) and contributes to many charities, including ACE, Colorado UpLift, and Economic Literacy Colorado. Eric and his family live in Denver where they enjoy skiing, golf, pickle ball, and tennis.
Recognition and Awards:
- Barron’s Top Financial Advisors from 2014 – 2017 (#2 in Colorado for 2017)*
- Barron’s Top Independent Financial Advisors from 2008 – 2012 (#1 in Colorado, #11 Nationally for 2008)*
*Eric Koeplin was identified by Barron’s in 2008, 2010, 2011 and 2012 one of the Top 100 Independent Financial Advisors in the country, including #1 in Colorado / #11 in the country for 2008 and #2 in Colorado for 2010-2012. On the list including independent advisers as well as financial advisers at brokerage firms, Barron’s ranked Eric among the Top 1,200 advisers in the country from 2014-2017, including #2 in Colorado in 2017 and #3 or #4 in Colorado from 2014-2016. The rankings were based on data provided to Barron’s by advisers who qualified and applied for and participated in the ranking assessment. The rankings reflected assets under management, an adviser’s share of the revenue for the firm, regulatory record, and indicators for quality of service as determined by Barron’s.