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Richard Alpert

Richard Alpert

PM at Raub Brock Capital Management LP

Larkspur, CA , United States

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

OrganizationRoleDate RangeDetails
Raub Brock Capital ManagementPrincipal and Portfolio ManagerUnknown to Present
Raub Brock Capital ManagementManaging PartnerUnknown to Present
Raub Brock Capital ManagementLimited Partner, Portfolio Manager, Chief Compliance OfficerUnknown to Present

Others at Raub Brock Capital Management LP (3)

NameRoleLocation
E
Eric Richards
Senior Research AnalystCA , United States
P
Patrick Tinucci
Senior Research AnalystSan Francisco, CA , United States
Ivan Dias
Ivan Dias
analystLarkspur, CA , United States