PRUDENT. PROTECTIVE. ACCOUNTABLE.

Carl Dockery – President
Mr. Dockery’s background spans two decades as an institutional investor and risk underwriter, crafting strategy and setting investment policy. As an administrator, he has provided day to day management of closely held asset pools, working closely with corporate and retail asset managers for accounts subject to both regulatory and private oversight. His purview at Alpha Advisors includes all investment strategy for a wide array of portfolios.

  • Supervise and communicate with various institutional asset managers, global custodians, and third-party administrators.
  • Participate in investment policy and strategy decisions for institutional assets.
  • Determine cash flow and other liquidity needs for investment portfolios and company operations.
  • Commission necessary legal, audit, and tax work on behalf of companies and shareholders.
  • Report to and interact with domestic and international regulatory authorities.

Under the leadership of Mr. Carl Dockery, serves as General Partner to Alpha Venture Capital Partners, LP, and Alpha Venture Capital Fund, LP. Mr. Dockery’s prior employment includes serving as Secretary of Crossroads Insurance Co. Ltd, a Bermudian insurer (also licensed in Florida, Louisiana, and Grand Cayman), from 1988 to 2004; Vice President of Gulf Insurance Co. Ltd, a Caymanian reinsurer, from 1993 to 2008; and a Financial Advisor at Allen & Company of Florida, a regional broker/dealer, from 2001 to 2006.

During a twenty year career as an executive of two closely-held insurance companies, Mr. Dockery gained experience as an underwriter of risk, loss control specialist, corporate administrator, and institutional investor. Mr. Dockery previously worked in the London reinsurance market (brokerage and underwriting), directed primary loss control personnel in the field in Florida and Louisiana, administered corporate and regulatory operations in Bermuda and Grand Cayman, and regularly consulted with institutional asset managers in Atlanta, New York, and London on behalf of the insurance companies.

Mr. Dockery’s experience includes working with specialized asset managers, formulating investment policies, and employing investment and asset allocation strategies to capitalize on prevailing economic trends. In 2006, Mr. Dockery founded Alpha Advisors, LLC, an investment advisor that is registered in the State of Florida. By 2008, Alpha Advisors was certified as an Investment Advisor by the Centre for Fiduciary Excellence (CEFEX), one of fewer than 100 firms worldwide to attain this certification. In 2010, Alpha Advisors was nationally recognized for its asset allocation strategies and portfolio construction methodology by Morningstar Advisor Magazine. Mr. Dockery’s duties at Alpha Advisors include oversight of portfolio strategies and models, investment research, and risk analysis. Mr. Dockery received a B.A. in Humanities in 1984 from Southeastern University.

Andrea Dockery – Vice President

Ms. Dockery’s twenty year business career began as an analyst with Dun & Bradstreet, where she became familiar with a wide variety of industries, scrutinizing financial, cyclical, and economic trends and their effect on businesses. She later was able to put her knowledge of finance and emerging technologies to work as a Financial Consultant for Smith Barney.

 

Shannon Hill – Research & Financial Planning

Ms. Hill is responsible for initiating and documenting the firm’s investment research. She works with Mr. Dockery to implement research ideas, perform investment allocation, as well as portfolio construction, client reviews, and quarterly reports. Ms. Hill has completed a Masters Degree in financial Planning through the College for Financial Planning. Her duties also include trading, beta testing investment software, and assisting in creating financial plans.