JJ Baylin
Private Equity
JJ Baylin
Private Equity Analyst
Alex Bowen, CFA
Portfolio Management
Alex Bowen, CFA
Portfolio Analyst
Colleen Canonico
Colleen Canonico
Executive Assistant/ Office Manager
Kenneth Coe III, CFA
Kenneth Coe III, CFA
Equity Research Analyst
Stuart B. Dorsett
Stuart B. Dorsett
Strategic Advisor; Co-Head of Strategic Advisory
Jon Jester
Jon Jester
Portfolio Manager & Carolinas Operating Officer
Monica Malishchak, CTFA
Monica Malishchak, CTFA
Private Client Relationship Advisor
Jessica Scott, CFP
Jessica Scott, CFP
Private Client Relationship Associate
Chris Wilson
Private Client
Chris Wilson
Client Advisor

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