CEO | Alpha Principle

Eric Koeplin

Eric Koeplin


Eric Koeplin, a distinguished financial professional and philanthropist, hails from Denver, Colorado, where he serves as the CEO and founder of Alpha Principle, an organization driven by the ethos of "Better Investing. Greater Purpose."

Eric's illustrious career in the financial industry began with notable roles that underscored his expertise. He served as the Chairman of the Investment Committee for AdvicePeriod, overseeing a substantial $4 billion in assets. Prior to that, he held the position of President and Chief Investment Officer at The Milestone Group, managing a portfolio of $2 billion.

As the founder and CEO of Alpha Principle, Eric has established a company dedicated to advancing both sound investment practices and a greater societal purpose. His commitment to excellence in finance has earned him prestigious industry accolades. Notably, he was recognized as Barron's Top Financial Advisor consecutively from 2014 to 2017, achieving the impressive #2 ranking in Colorado for 2017. Earlier in his career, he was named Barron's Top Independent Financial Advisor from 2008 to 2012, holding the coveted #1 position in Colorado and ranking #11 nationally in 2008. These achievements were also acknowledged by The Wall Street Journal.

News & Media

Navigating Risk Management in the Era of Socially Responsible Investment Practices

Eric Koeplin provides Innovative Strategies for Blending Ethical Investing with the Pursuit of Outperformance

Eric Koeplin of Alpha Principle Featured in Kivo Daily: A Visionary Blend of Finance and Philanthropy

Shaping the Future of Finance: An Interview with Eric Koeplin, CEO of Alpha Principle

Blog Posts