Lisa Mancini
Director of Operations
Carlie Mangine
Executive Assistant
Nikita Mankad
Investment Compliance Analyst
J. Kyle Manley
Client Advisor
William Manning, CFP®
Private Client Senior Relationship Associate
Adam Mantin, CFA
Portfolio Manager
Freya Marks
Strategic Advisor
Emily Marquardt
Senior Client Relations Associate
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