Strategy Team
Ava Arjmand, AWMA™
Vice President - Portfolio Manager
Whit Davis
Partner - Portfolio Manager
Neal Deaton, CFP®
Director - Portfolio Manager
James Foster
Managing Director - Head of Strategy
Carter Grimes
Analyst - Strategy
Stephen Halkos, CFA
Managing Director - Portfolio Manager
Alex Hassan
Analyst - Strategy
Brendan Keelan, CFA
Director - Fixed Income
Jacobi Padgett, CIMA
Director - Portfolio Manager
Dennis Sabo, CFA
Partner - Strategy