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JEFF THOMAS

FOUNDER & CEO

CALE DOWELL

CHIEF OPERATING OFFICER

CHIP BRACKLEY

DIRECTOR — ATLANTA

KANE MCGUKIN

DATA STRATEGIST

SARAH FONTENOT

SR. CLIENT ADVISOR

ETHAN POLLARD

VP OF PORTFOLIO MANAGEMENT

LAURIE LOUGHER

SR. CLIENT EXPERIENCE MANAGER

EDDIE ENGLISH

DIRECTOR OF CORPORATE DEVELOPMENT

JOSH ARRINGTON

SR. BUSINESS DEVELOPMENT MANAGER

TREVOR HARRIS

BUSINESS DEVELOPMENT SPECIALIST

CRAIG DAWSON

DIRECTOR - FAMILY OFFICE

MIKE RICHTER

DIRECTOR - HOUSTON

PETER ROSELLE

DIRECTOR — NYC

TJ WALKER

DIRECTOR - OREGON

JAMES LEOPOLD

CLIENT ADVISOR

RHETT WALLACE

CLIENT ADVISOR

ANNE SCHRUBA

CLIENT EXPERIENCE MANAGER

ALLY SMITH

OPERATIONS SPECIALIST

GWEN DAVIS

Sr. Client Experience Manager

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