Exencial Wealth Advisors
0 followers
Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recomme... Read more
Org chart
Tim Courtney
Chief Investment Officer
Tim Courtney
Collapse
Caleb Stinson
Director Of Operations
Craig Wezenski
Partner & Director Of Business Development
Steven Hamilton
Operations Lead
Amy Sewell
Senior Tax Manager
Chris Meeks
Tax Manager
Dustin Schuetz
Tax Manager
Jean - Bernard Burckett - St. Laurent
Sr. Portfolio Manager
Spencer Noble
Trading Team Manager
Benjamin Courtney
Investment Associate
Derek Northup
CFO And Tax Director
Michael Conerly
Senior Portfolio Manager
Randy Farina
Senior Portfolio Manager
Similar companies
Diamond Hill Capital Management
6 followers
FalconX
7 followers
Apogem Capital
1 follower
Taconic Capital
1 follower
RA Capital
1 follower
Tolleson Wealth Management
1 follower
Millennium Management
26 followers
T. Rowe Price
26 followers
PIMCO
23 followers
Barings
8 followers
Hillhouse Capital
5 followers
Discover companies