Adam Mantin, CFA
Portfolio Manager
Patrick Mariolle
Private Client Relationship Associate
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
Mike Maxwell
Head of Operations
Reilly Maxwell
Institutional Business Strategist
Ian McAbeer, CFA
Portfolio Manager
Carter McCaffery
Senior Alternative Asset Analyst