Alex Bowen, CFA
Associate Portfolio Manager
Colleen Canonico
Executive Assistant & Office Manager
Stuart Dorsett
Chief Strategic Advisory Officer & Head of Carolinas Office
Brendan Gleason
Portfolio Analyst
Jon Jester
Portfolio Manager & Carolinas Op. Officer
Monica Malishchak, ATFA, CISP, CTFA
Private Client Relationship Advisor
Joey Martin, J.D.
Strategic Advisory Associate
Emma Rives
Portfolio Manager
Janet Trell, CFP®, CTFA
Private Client Relationship Advisor