Experience Matters. Trust Matters More.

With a career in financial services spanning more than three decades, Claire brings a wealth of industry knowledge to her role. She excels at managing client relationships and enhancing operational processes - evaluating workflows to implement long-term strategies that improve the client experience, boost efficiency, and support the firm's goals.

Claire holds the Series 7, 63, and 24 licenses.

Rhonda provides essential day-to-day client support, ensuring our families receive responsive, attentive service. She assists with account coordination, client communications, and operational requests that keep things running smoothly behind the scenes.

Mark oversees research coverage across all sectors in our portfolios as well as the day-to-day oversight and management of trading. He has extensive experience creating and managing equity and total portfolio strategies, in addition to managing taxable assets and developing strategies to minimize taxes with the opportunity to enhance returns.

With over 23 years of investment experience and 19 years of discretionary portfolio management experience, Mark has managed over $1 billion in high-net-worth client portfolios comprised of individual equities, fixed income securities, exchanged traded funds and mutual funds. He is a CFA charter holder.

David leads our fixed-income strategies, specializing in fixed income trading and portfolio implementation, high-level analytics, closed-end fund research and trading, and heads up research efforts and the investment committee.

A frequent speaker at industry conferences and client events, David is a longtime Atlanta resident and graduate of Georgia State University, where he earned both a B.S. in Economics and an MBA. He also holds the Chartered Financial Analyst designation.

Lance brings over 25 years of capital markets and securities industry experience, working with both institutional and retail investors. He managed institutional equity sales and trading operations in the Southeast for Keefe, Bruyette & Woods prior to its merger with Stifel Nicholas in 2013.

Based in Atlanta, Lance earned a B.A. in Economics from Emory University and an MBA from the McCombs School of Business, University of Texas at Austin. He is a CFA charter holder.

Kyle specializes in private credit, bringing 15 years of relevant industry experience. Previously, he was a Managing Director at MSouth Capital, a direct lender to lower middle market companies, and a Vice President at The Stephens Group, one of America's longest-tenured private investment firms.

Kyle began his career as an Investment Banking Analyst at Raymond James. He earned a BSBA in Finance from the Georgia Institute of Technology and resides in Atlanta with his wife and three children.

Gary brings 30 years of experience in the financial industry, working within both equity and fixed-income sides of the business. He has served as a Chief Compliance Officer for nearly 20 years, most recently for a dually registered boutique investment firm.

A Michigan State University graduate, Gary earned his MBA in Finance at Georgia State University. He has been based in Atlanta for the duration of his career.