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

Atlanta, GA

770.790.3721

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Clay McDaniel, CFA® Partner, Chief Investment Officer

Atlanta, GA

770.635.5068

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Faye Bates Receptionist

Atlanta, GA

770.790.3745

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Brad Bernard Assistant Controller

Atlanta, GA

770-824-0634

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Kellie Cowart Senior Private Markets Accountant

Atlanta, GA

770.824.0626

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David B. Fields, CFA Partner, Wealth Advisor

Atlanta, GA

404.233.9014

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Marty Gates Senior Client Service Associate

Atlanta, GA

770.790.3730

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Harrison Glicksman Private Markets Administrator

Atlanta, GA

770.790.3727

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Jontisha Graves Senior Client Service Associate

Atlanta, GA

770.790.3754

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

Atlanta, GA

770.675.7655

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John Hull Director of Private Markets

Atlanta, GA

770.790.3711

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Karen Koch Client Service Associate | Tech Specialist

Atlanta, GA

813.321.1350

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Ben Logan, CFP® Partner, Wealth Advisor

Atlanta, GA

770.790.3713

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William McCarthy, CPA, CFE Controller

Atlanta, GA

770.874.0175

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

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Ryan Ottaviano Associate Financial Planner

Atlanta, GA

770.790.3731

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Nevan Patel Investment Analyst

Atlanta, GA

470.298.9843

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Win Walstad, CFA® Partner, Wealth Advisor

Atlanta, GA

770.790.3729

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Janelle Woods, MBA Financial Accountant

Atlanta, GA

770.273.4869

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