Randy Webb
Senior Advisor, Family Office Solutions
Alex Weber, CFA
Portfolio Manager
Kellie Zesch Weir, CFA
Portfolio Manager and Head of Austin Office
Jason Welborn
Senior Billing Specialist
Alex Wellington
Private Client Senior Relationship Associate
David Wellmann, CPA
Fund Operations Specialist
Jesse Wells
Senior Private Investment Analyst
Brien White
Chief Operating Officer
Nicole White
Private Equity Analyst
Kaneda Whitley
Technology Project Manager
Peter Whitney, CAIA, CFA
Head of Private Investment Research
Lara Wigan
Equity Research Analyst
Tricia Willertz
HR Manager
Doug Williams, CFA
Investment Specialist
Chandress Williams, ChFC®, CPWA®
Strategic Advisory Associate