Craig Martin, CFA
Portfolio Manager and Nashville Operating Officer
Joey Martin, J.D.
Strategic Advisory Associate
Stephanie Martinez
Regional Investment Consultant
Xavier Martinez
Private Client Relationship Advisor
Rupal Master, CTFA, CWS
Private Client Relationship Advisor
Billy Mathews, CFA
Portfolio Manager
Cam Mathis
Equity Research Analyst
Mike Maxwell
Head of Operations
Reilly Maxwell
Institutional Business Strategist
Ian McAbeer, CFA
Portfolio Manager
Carter McCaffery
Senior Alternative Asset Analyst
Jennifer McClintock
Private Equity Relationship Advisor
Ray McClure
Portfolio Manager
Kelly McConkey, CFA
Associate Portfolio Manager, Trader
Stephanie McCormick
Portfolio Manager & Head of New York Private Client