Bailey Logan, CFP®
Strategic Advisory
Bailey Logan, CFP®
Strategic Advisor, Family Office
Keegan Long
Messaging
Keegan Long
Events Coordinator
W. Travis Long
Operations
W. Travis Long
Senior Operations Business Analyst
Sandy Lowden
Private Client
Sandy Lowden
OCIO Relationship Associate
Jake Lubel
Jake Lubel
Equity Research Analyst
Erin Lujan
Private Client
Erin Lujan
Private Client Senior Relationship Advisor
Jack MacDonald, CFA
Jack MacDonald, CFA
Portfolio Manager
John Mai
Information Technology
John Mai
Senior Technical Manager
Monica Malishchak, CTFA
Monica Malishchak, CTFA
Private Client Relationship Advisor
Peter G. C. Mallinson
Peter G. C. Mallinson
Member, Brown Advisory Limited, International Advisory Board
Lisa Mancini
Lisa Mancini
Director of Operations
William Manning
Private Client
William Manning
Private Client Relationship Associate
Adam Mantin, CFA
Portfolio Management
Adam Mantin, CFA
Portfolio Manager
Emily Marquardt
Endowments & Foundations
Emily Marquardt
OCIO Relationship Associate
Craig Martin
Craig Martin
Portfolio Manager; Nashville Operating Officer
Joey Martin
Legal & Compliance
Joey Martin
Compliance Officer