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

Atlanta

770.635.5068

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Scott Craig, CFA® Partner, Regional Director, Wealth Advisor

Atlanta

770.790.3721

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Faye Bates Receptionist

Atlanta

770.790.3745

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Kellie Cowart Senior Fund Accountant

Atlanta

770.824.0626

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David B. Fields, CFA Partner, Wealth Advisor

Atlanta

404.233.9014

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Marty Gates Senior Client Service Associate

Atlanta

770.635.5000

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Harrison Glicksman Private Fund Associate

Atlanta

770.790.3727

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Jontisha Graves Client Service Associate

Atlanta

678.531.2784

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Nowland B. Gwynn II Partner, Wealth Advisor

Atlanta

404.233.4031

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Brian Hershberger, CFA, CPA/PFS, CFP® Partner, Wealth Advisor

Atlanta

770.675.7655

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Karen Koch Client Service Associate | Tech Specialist

Atlanta

813.321.1350

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Ben Logan, CFP® Wealth Advisor

Atlanta

770.790.3713

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William McCarthy, CPA, CFE Controller

Atlanta

770.874.0175

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta

678.302.1453

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Ryan Ottaviano Associate Financial Planner

Atlanta

770.790.3731

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Nicholas Sturgis, CFA Associate Wealth Advisor

Atlanta

770.790.3751

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Win Walstad, CFA® Partner, Wealth Advisor

Atlanta

770.790.3729

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