Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham, AL

205.769.3294

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Justin T. Russell, CIMA Partner, President

Birmingham, AL

205.769.3384

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Justin Snell, CPA Partner, Chief Operating Officer

Birmingham, AL

205-871-3334

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James R. Lazenby, CPA Partner, Chief Financial Officer

Birmingham, AL

205.769.3215

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John B. Cox, CFA®, CAIA Partner, Chief Investment Officer of Public Markets, Wealth Advisor

Birmingham, AL

205.314.6209

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Clay McDaniel, CFA® Partner, Chief Investment Officer of Private Markets

Atlanta, GA

770.635.5068

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Daniele Donahoe, CFA Partner, Regional Director, Chief Equity Strategist

Charlotte, NC

980.585.3390

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Brent Gunn Partner, Chief Information Officer

Birmingham, AL

205.314.6219

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Heath R. Echols, MS, CFP® Partner, Chief Technology Officer, Wealth Advisor

Birmingham, AL

205.314.6206

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