Kathryn Anderson
Private Client
Kathryn Anderson
Administrative Assistant
Andrea Ayres
Private Client
Andrea Ayres
Director, Family Office
Drew Courtney
Drew Courtney
Associate Portfolio Manager, Family Office
Will Crimmins
Will Crimmins
Portfolio Analyst
Reed Hurt, CFP®
Private Client
Reed Hurt, CFP®
Client Strategist, Family Office
Eric Johnson
Private Client
Eric Johnson
Client Strategist, Family Office
Adam King, CFA
Private Client
Adam King, CFA
Portfolio Manager, Family Office
Christopher McLean, CTFA, JD
Private Client
Christopher McLean, CTFA, JD
Client Strategist, Family Office
Daniel Mooney, CFA
Daniel Mooney, CFA
Equity Research Analyst
B. Wistar Morris III
Private Client
B. Wistar Morris III
Client Strategist, Family Office
William Mott, CFP™
Private Client
William Mott, CFP™
Private Client Relationship Associate
Christopher Noland, JD
Private Client
Christopher Noland, JD
Client Strategist, Family Office
Ashley Oliveira
Private Client
Ashley Oliveira
Private Client Relationship Analyst, Family Office
Janice Roberts
Private Client
Janice Roberts
Private Client Relationship Associate, Family Office
Corinne Smeriglio
Corinne Smeriglio
Director of Operations, NextGen Venture Partners
Quinn Straayer
Private Client
Quinn Straayer
Private Client Relationship Associate, Family Office

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