Why subscribe?
The Tax Alpha Insider is the only publication focused on taxable portfolio strategy and the pursuit of tax alpha.
I write about:
Direct indexing and its variants and vendors
Tax-aware long-short strategies (e.g., 130/30)
Fixed-income tax strategy (e.g., municipal bonds)
ETF taxation and innovation
Occasionally about trust and estate products
My audience is investment advisers and sub-advisers serving HNW families who want to:
Keep up with the latest in taxable portfolio management
Understand tax strategy through examples and illustrations
Know the vendors delivering state-of-the-art tax products
Who am I?
I am Brent Sullivan, a taxable wealth consultant and software developer. Connect with me on LinkedIn.
About me:
Studied financial engineering at Cornell
Worked on PIMCO’s trading floor
Worked as a software developer at Parametric
Worked as a DevOps engineer at Zillow Group
Raised money as a VC-backed founder
Started my taxable product marketing and strategy consultancy, Tax Alpha, LLC in Dec 2023
Founded ADVDB.co, an investment adviser database, in Mar 2024
Live in Seattle, WA with my wife, two boys, and our yellow Lab named Ace
