Portfolio Manager
There is a unique art to a portfolio manager’s role…
Chief Financial Officer
Darrick has spent much of his career in finance leadership…
Associate Advisor
The best part of James’ job, according to him, is…
Personal Wealth Advisor
Michael has spent the last 26+ years of his career…
Associate Advisor
Justin enjoys meeting and being able to build relationships with…
Personal Wealth Advisor
Andy has been in the investment industry for over 20…
Chief Marketing Officer
Jenni enjoys spending time outdoors, walking her dog, and on…
Personal Wealth Advisor
John is an Atlanta-dwelling family man who loves to play…
