Michael Heap

Michael Heap

Associate Portfolio Manager
Daniel Heindel

Daniel Heindel

Alternative Asset Specialist
Jaiheem Henderson

Jaiheem Henderson

Business Development Database Associate
Alex Hendler

Alex Hendler

Head of Fiduciary Oversight
Nate Hendrixson

Nate Hendrixson

Private Client Relationship Associate
Kai Herridge

Kai Herridge

Senior Portfolio Analyst
Stephanie Herring

Stephanie Herring

Private Client Relationship Advisor
John Hierspiel, CPA

John Hierspiel, CPA

Private Client Senior Accounting Associate
Daniel Higgins

Daniel Higgins

Portfolio Manager
Wes Hirschman

Wes Hirschman

Portfolio Analyst
Bill Hirschman

Bill Hirschman

Portfolio Manager & Head of Nashville Office
Elizabeth Hiss

Elizabeth Hiss

Equity Research Analyst
Jacob Hodes

Jacob Hodes

Head of Private Investment Advisory and Head of the Baltimore Office
Chris Holcombe, CFP®

Chris Holcombe, CFP®

Portfolio Manager
Jimmy Holder

Jimmy Holder

Senior Business Analyst, US PCE&F
Katie Holl

Katie Holl

Senior Recruiter