About
Richard Alpert is a Portfolio Manager at Raub Brock Capital Management LP, based in Larkspur, CA. In his role, he leads the firm's Dividend Growth Portfolio, setting strategic direction, chairing the weekly investment committee meetings, and managing relationships with institutional clients. His key responsibilities encompass portfolio management, investment strategy formulation, and wealth management services for individuals, families, and small businesses.
Mr. Alpert’s specific investment focus is on dividend growth equities, actively overseeing the research and selection of companies that demonstrate strong, sustainable dividend growth. His expertise lies in U.S. large-cap equities and income-oriented strategies, with emphasis on building long-term, quality portfolios to generate reliable returns for a variety of client types.
Richard Alpert received his B.A. in political science and economics from Colorado College. Notably, he became the youngest American to summit Mount Everest via the North Ridge in 1998—a testament to his dedication and achievement. His career is distinguished by over two decades of investment advisory experience and a reputation for delivering disciplined dividend growth investment solutions to his clients.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Raub Brock Capital Management | Principal and Portfolio Manager | Unknown to Present | — | 
| Raub Brock Capital Management | Managing Partner | Unknown to Present | — | 
| Raub Brock Capital Management | Limited Partner, Portfolio Manager, Chief Compliance Officer | Unknown to Present | — | 
Others at Raub Brock Capital Management LP (3)
| Name | Role | Location | 
|---|---|---|
| EEric Richards | Senior Research Analyst | CA , United States | 
| PPatrick Tinucci | Senior Research Analyst | San Francisco, CA , United States | 
| analyst | Larkspur, CA , United States |