Andrew Manton
Chief Equity Strategist
Senior Portfolio Manager
Nathan Willis
Director of Portfolio Strategy
Senior Portfolio Manager
Peter Klingelhofer
Director of Research
Senior Portfolio Manager
John Siverling
Director of Private Markets & Impact Advocacy
Tom Mueth
Director of Advisor Engagement
Samantha Vance
Director of Marketing
Lea Anna Hartman
National Sales
Rob Riley
Investment Analyst
Anderson Ivey
Investment Associate
Brice Bishop
Financial Strategy & Analysis Manager
Streeter Wiatt
Research Analyst - Global Equities
Kelly Mooney
Client Service Associate
Savannah Stewart
Senior Marketing Associate
Anne-Thomas Proctor
Marketing Associate
Haley Betsill
Executive Assistant
Susan Culpepper
Graphic Designer