Founding Partner and Portfolio Manager
Mr. Ballard co-founded Alpha Capital Management in 2002 to provide clients with a partner whose interests are aligned with their own. During his 28 year career, Buddie worked with major Wall Street firms in Senior Vice President and Managing Director capacities. With Alpha, he continues to oversee the firm’s research analysis and asset allocation policies while working with our firm’s clients on the implementation and administering of their particular investment policy statements.
Buddie earned a Master of Business Administration Degree from the University of Texas in 1997, a Bachelor’s Degree in Economics from the University of Texas in 1986, and earned his Chartered Financial Analyst designation in 2002.
Buddie lives in Austin, Texas with his wife and three children where he volunteers in a number of community sports and board positions. He currently serves as the Chairman of the Oversight Committee of The University of Texas Ex-Student Association Endowment Fund, is an active member of the West Austin Youth Association (WAYA) Board of Directors and the West Austin Pop Warner (WAPW), and coaches a little league baseball team.
Founding Partner and Portfolio Manager
A native Austenite, Mr. Turner co-founded Alpha Capital Management with the belief that clients deserve the highest degree of integrity, experience and qualifications from their investment team. Like the rest of the Alpha team, he has an unwavering commitment to his clients, their goals and objectives.
A grizzled, 25 year industry veteran, Mike is a Chartered Financial Analyst (CFA), holds a Degree in Economics from the University of Texas (BA) , as well as a Master’s Degree in Biblical Studies from Dallas Theological Seminary (MA).
In his previous work experience he was a Vice President, for Salomon Smith Barney - New York in the European Equities Division. Prior to that, he was an International Portfolio Manager for the Employees Retirement System of Texas. He is a member of the Chartered Financial Analyst Institute and the Austin Society of Financial Analysts.
Mike and his wife enjoy travelling, cooking, kayaking, biking and hiking and all the dynamic city has to provide. They share their time and home with their Labrador retrievers, whom have been trained to neither fetch nor retrieve.
If interested, you may view Mike's professional backgroun on FINRA'S BrokerCheck.
Darren Anderson joined the Alpha Capital Management team in 2016 as a Research Analyst. After entering the industry with undergraduate internships at T. Rowe Price and Brown Advisory in Baltimore, he spent five years at boutique Large-Cap Value manager The Edgar Lomax Company. Darren continues to implement our thoughtful investment approach with a focus on high-quality companies possessing strong competitive positions that are led by competent management teams. He pays particular attention to identifying the risks of a company as they relate to the potential investment returns.
An East Coast native, Mr. Anderson earned a Bachelor of Science in Finance and Economics from the R.H. Smith School of Business at the University of Maryland in 2008. He then completed the Chartered Financial Analyst (CFA) program before earning his Master of Business Administration in Investment Management at the University of Texas at Austin, McCombs School of Business in 2015. He enjoys snowboarding, traveling, cooking, the beach, and outdoor activities in the typically pleasant Austin, Texas weather.
Chief Compliance Officer, Operations Manager
Ms. Forrest joined Alpha Capital Management team in 2004 to perform a variety administrative, operational and compliance tasks for the firm. Jessica brings twenty-seven years of experience in administrative, operational, cash management, asset rollover, financial planning, and client relationship functions.
Prior to joining Alpha Capital Management, Jessica worked with Broker Dealer firms accumulating expertise in a variety of areas including project management, technology solutions, client services, back-office operations, Eurodollar securities, Pledged Public Funds accounts, cash management services, domestic and international clients, and executive support. As an experienced Operations and Compliance Manager, she supports the firm also in a trading capacity for the clients, high net worth individuals, and endowment accounts.
Jessica holds a degree in Business Management and a MBA from St. Edwards University in Austin, and obtained her Certified Financial Planner ® certification in 2006. Jessica volunteers with a number of local philanthropies and enjoys travelling to destination distance running events as well as to Latin American countries to maintain bilingual fluency.
Adrian Burczewski-Haro joined Alpha Capital Management team in 2015 as an Operations Specialist bringing over six years of experience in the financial services industry. Recognized for a strong commitment to client service, she is skilled in operational, administrative, compliance and client relationship functions.
Adrian earned her B.A. of Economics from the University of San Francisco. The years working with Bank of America earned her several excellence awards for being top in her field. This experience, along with running a start-up technology company in Austin, as well as being a Board Member with a maquiladora technology solutions company LCI Mexico, reflects her broad capacity and skills.
Adrian resides in Cedar Park and her son is attending Stanford University. She practices yoga, and enjoys dance, aviation, and giving her time as a volunteer for the Blanton Museum of Art .