Product Owner
As a Milton / Alpharetta native, Nirali is excited be…
Senior Accountant
Amanda has spent the past 17+ years gaining progressive accounting…
Relationship Manager
Ashley’s 10+ years in the financial industry, coupled with her…
Relationship Manager
Alex has spent the last 14 years helping take care…
Relationship Manager
An attorney by background, Marna has spent the last 7+…
Relationship Manager
Santi enjoys being in the position of helping individuals and…
Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…
Relationship Manager
Kevin has spent the past 5 years of his career…
