Eric Cramer

Chief Investment Officer

Leonardo Betancourt

Full Stack Software Developer

Jenni Brown

Chief Marketing Officer

Andy Bunch

Personal Wealth Advisor

Jeffrey Grossman

Portfolio Manager

Taylor Putnam

Relationship Manager

Xavier Herschberg

Personal Wealth Advisor

Michael Sorrow

Personal Wealth Advisor

Marcia Mayoue

Personal Wealth Advisor

Michael Brocker

Personal Wealth Advisor

J.P. Scott

Personal Wealth Advisor

Forrest Robertson

Personal Wealth Advisor

Michel Cowdery

Relationship Manager

Karen Chermak

Relationship Manager

Darrick Alford

Chief Financial Officer

Duncan Meredith

Chief Technology Officer

Karen Chermark

Relationship Manager

Thomas Day Jr.

Portfolio Manager

James Clark III

Associate Advisor

Charles A. Crowley

Personal Wealth Advisor

Kevin Walker

Personal Wealth Advisor

Darius Hicks

Portfolio Manager

Justin Yost

Associate Advisor

Heather Callahan

Director, People Operations

Jj Boot

Relationship Manager

Santi Montiel

Relationship Manager

Chase Murray

Wealth Consultant

Jeremy Hermida

Wealth Consultant

Hayes Chamblee

Associate Advisor