Team

Investment Team

John P. Alar

Samuel B. Bowles

Thomas K. Hoops

Nirav D. Kachalia

B. Pearson Pendergrass

Michael P. Phipps, CAIA

C. Brett Scott, CFA, CAIA

Wealth Advisory and Family Office Services

William P. Amerine

Alexandra A. Bayler, CAIA

Addison B. Dascombe

Zelle R. Dunn

Matthew D. Favreau, CAIA, C(k)P

Caroline M. Funderburg

Lauren C. Hipp

Jack T. Lowe

Matthew B. McConaty

William F. Owens, Jr.

David S. Routh

Kaitlyn E. Salgueiro

Lee G. Tiller

Operations

Deep Adhikari

Charlotte K. Atkinson, CIPM

Thomas A. Dobbins, CPA

Rachel R. Greenwood

Meghan M. McArdle

Talmage T. Spence, IV, CPA

Jordan D. Thomas

Team

Deep Adhikari

Senior Associate

John P. Alar

Vice President

William P. Amerine

Managing Director

Charlotte K. Atkinson, CIPM

Investment Operations Manager

Alexandra A. Bayler, CAIA

Managing Director

Samuel B. Bowles

Managing Director

Addison B. Dascombe

Client Advisor

Thomas A. Dobbins, CPA

Head of Finance & Chief Compliance Officer

Zelle R. Dunn

Chief Operating Officer

Matthew D. Favreau, CAIA, C(k)P

Director

Caroline M. Funderburg

Client Service Associate

Rachel R. Greenwood

Advisory Operations Manager

Lauren C. Hipp

Client Service Associate

Thomas K. Hoops

Chief Executive Officer

Nirav D. Kachalia

Senior Advisor

Jack T. Lowe

Wealth Strategist

Meghan M. McArdle

Operations Associate

Matthew B. McConaty

Client Advisor

William F. Owens, Jr.

Senior Advisor

B. Pearson Pendergrass

Managing Director

Michael P. Phipps, CAIA

Managing Director

David S. Routh

President

Kaitlyn E. Salgueiro

Client Service Associate

C. Brett Scott, CFA, CAIA

Vice President

Talmage T. Spence, IV, CPA

Senior Associate

Jordan D. Thomas

Technology Manager

Lee G. Tiller

Client Advisor