Strategy Team
Ava Arjmand, AWMA™
Vice President - Portfolio Manager
Ellis Davis
Vice President - Portfolio Manager
Whit Davis
Partner - Portfolio Manager
Neal Deaton, CFP®
Director - Portfolio Manager
James Foster
Managing Director - Head of Strategy
Carter Grimes, CFA
Associate - Strategy
Stephen Halkos, CFA
Managing Director - Portfolio Manager
Jacobi Padgett, CIMA
Managing Director - Portfolio Manager
Dennis Sabo, CFA
Partner - Strategy