Emily Marquardt

Emily Marquardt

Senior Client Relations Associate
Craig Martin, CFA

Craig Martin, CFA

Portfolio Manager and Nashville Operating Officer
Joey Martin, J.D.

Joey Martin, J.D.

Strategic Advisory Associate
Stephanie Martinez

Stephanie Martinez

Regional Investment Consultant
Xavier Martinez

Xavier Martinez

Private Client Relationship Advisor
Rupal Master, CTFA, CWS

Rupal Master, CTFA, CWS

Private Client Relationship Advisor
Billy Mathews, CFA

Billy Mathews, CFA

Portfolio Manager
Cam Mathis

Cam Mathis

Equity Research Analyst
Mike Maxwell

Mike Maxwell

Head of Operations
Reilly Maxwell

Reilly Maxwell

Institutional Business Strategist
Cameron May

Cameron May

Senior RFP Associate
Ian McAbeer, CFA

Ian McAbeer, CFA

Portfolio Manager
Carter McCaffery

Carter McCaffery

Senior Alternative Asset Analyst
Jennifer McClintock

Jennifer McClintock

Private Equity Relationship Advisor
Ray McClure

Ray McClure

Portfolio Manager
Kelly McConkey, CFA

Kelly McConkey, CFA

Associate Portfolio Manager, Trader