ATLANTA and DALLAS, May 22, 2018 /PRNewswire/ — Edge Capital Partners (“Edge”), a leading independent wealth management firm devoted exclusively to individuals, families, and institutions with approximately $3.5 billion in assets under management as of March 31, 2018, is excited to announce the promotions of AK Hendrix and Elizabeth Mackie to Partner.
Anna Katharyn “AK” Hendrix
Anna Katharyn “AK” Hendrix is a Partner and Head of Client Services in the Atlanta office. AK leads our Client Specialist efforts and serves on the firm’s Leadership Team. She began her career with Edge in 2010 working directly with clients as well as in a reporting capacity. In addition to her leadership role, AK works with Portfolio Managers and Senior Advisors to promptly respond to client needs.
AK graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Business Administration. While working full time, she also earned a Master of Personal Financial Planning degree from Georgia State University.
AK credits her first mentor, a successful female financial advisor, for helping her learn and succeed in the business. She formerly worked in a leadership role at Donaldson, Lufkin, and Jenrette, and also in senior client service roles at Morgan Stanley, Credit Suisse, and a private family office.
AK was born in Hickory, North Carolina, and she attended boarding school in Virginia. She lived in High Point, North Carolina with her husband and two children prior to relocating to Roswell, Georgia with her family.
In her spare time, AK enjoys cooking, reading, music and spending time with family and friends. She is an active volunteer at her children’s school and supports Save The Children and The Drake House, an organization benefiting homeless mothers and their children.
Elizabeth Mackie is a Partner and member of the Investment Strategy Team serving clients as a Portfolio Manager and Senior Investment Advisor. Since joining Edge in 2007, she has been instrumental in working with some of the firm’s largest clients to design customized portfolio solutions, solve the unique challenges of multi-generational families and build relationships with clients’ trusted advisors.
Liz focuses on building long-term client relationships as well as capital markets research, strategy due diligence, and idea generation that is implemented across Edge client portfolios.
She earned a Bachelor of Science and a Master’s degree in Accounting from the University of Florida and began her career as a Certified Public Accountant with Ernst and Young working on the Coca-Cola Engagement Team as a Senior Accountant. In 2013, she moved back to her hometown of Tampa to expand Edge’s geographical presence in Florida.
While raising two young children, she is passionate about supporting the fundraising efforts of the Junior League of Tampa and with her husband Ben support the TGH Foundation at Tampa General Hospital where he practices medicine. Elizabeth was recently appointed to serve as a board member for the City of Tampa’s General Employee’s Pension Fund.
Edge Capital’s Managing Partner, Harry Jones, said, “We are thrilled to have AK and Elizabeth as Partners to further strengthen our firm’s sustainability and commitment to growth. They have contributed greatly to our firm’s success thanks to their superior work ethic, integrity, leadership, thinking, attention to detail, and unselfish teamwork. The valuable expertise of AK and Elizabeth is vital to our future growth and commitment to deliver high touch and high-quality service and results for our clients.”
About Edge Capital Partners
Edge Capital is a boutique financial advisory firm devoted exclusively to serving individuals, families, and institutions with substantial wealth. We understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. As an independent, majority employee-owned firm, we provide objective, holistic advice guided only by our clients’ best interests. Whether the need is to strategically enhance cash flow or facilitate multigenerational wealth, Edge tailors each financial solution to suit each client’s unique circumstances from the ground up.