Kate Anderson
Private Client
Kate Anderson
Executive Assistant
Andrea Ayres
Private Client
Andrea Ayres
Director, Family Office
Drew Courtney
Drew Courtney
Portfolio Manager, Family Office
Will Crimmins, CFA
Will Crimmins, CFA
Portfolio Manager
Ty Hamil
Private Client
Ty Hamil
Private Client Relationship Associate, Family Office
Reed Hurt, CFP®
Strategic Advisory
Reed Hurt, CFP®
Strategic Advisor, Family Office
Adam King, CFA
Private Client
Adam King, CFA
Portfolio Manager, Family Office
Benton Knight
Benton Knight
Portfolio Analyst
Sargent McGowan, CFA
Sargent McGowan, CFA
CIO of U.S. Endowments & Foundations
Christopher McLean, CTFA, JD
Strategic Advisory
Christopher McLean, CTFA, JD
Strategic Advisor, Family Office
B. Wistar Morris III
Strategic Advisory
B. Wistar Morris III
Client Strategist, Family Office
Christopher Noland, JD
Private Client
Christopher Noland, JD
Client Strategist, Family Office
Madeleine Rafferty
Private Client
Madeleine Rafferty
Private Client Relationship Associate, Family Office
Janice Roberts
Private Client
Janice Roberts
Private Client Senior Relationship Advisor, Family Office
Corinne Smeriglio
Corinne Smeriglio
Director of Operations, NextGen Venture Partners

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