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

Rachel R. Greenwood

Advisory Operations Manager

Rachel Greenwood is the advisory operations manager at New Republic Partners. She is responsible for managing the firm’s custodial relationships, overseeing client service and client onboarding processes, and coordinating advisory reporting.

Rachel brings extensive experience in financial services operations and client reporting. Prior to joining New Republic Partners, Rachel served as a business and technology executive with Ernst & Young where she led large-scale business transformation projects and operational initiatives for the firm’s Fortune 100 clients.

Rachel has also served as operations manager and trader executing software implementations and overseeing platform management for two RIA firms across the Southeast. She started her career in Fortune 500 operations and banking.

Rachel graduated from Indiana University with a B.S. in civic leadership and received her MBA from the University of North Carolina at Wilmington. She also holds a PMP® certification.