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Scott Neu, CFA
Co-Founder Chief Executive Officer Partner
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Tony Cox
President Chief Investment Officer Partner
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Brent Yamaato
Chief Operating Officer Partner
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Whitney Imeraj, IACCP®
Chief Compliance Officer Partner
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Russ Allen, CFA
Director of Investment Strategy Partner
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Ryan Kittrell, CFP®, CLU, ChFC
Director of Financial Planning
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Allison Pickens
Director of Client Services Partner
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Matthew Bone
Director of Reporting Partner
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Anna Esoda, CFA
Vice President of Portfolio Management
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David Pence
Vice President of Operations
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Christine Phelps, CFP®
Wealth Advisor Partner
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Ned Douthat, CFA
Wealth Advisor Partner
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Will Tuggle, CFA
Wealth Advisor Partner
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Leslie Farman
Senior Client Services Associate
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John Darby, CFA
Senior Investment Strategist
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Hunter Brooks, CFA
Senior Portfolio Manager
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Alaina Clemons
Senior Client Service Associate
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Jason Howard, CFA
Portfolio Manager
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Evan Daugherty, CFA, CAIA
Wealth Advisor
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Taylor Brown
Wealth Advisor
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Tim Byerly
Wealth Advisor
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Jeff Crow, CFP®
Financial Planner
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Young Jin Ji
Financial Controller
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Jeniah Jeffers
Portfolio Analyst
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Philip Tarrer
Portfolio Analyst
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Ryan Sheffield
Portfolio Associate
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Aly Lakdawala, CFP®
Portfolio Associate
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Nancy Saucedo
Client Service Associate
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Ivana Sheats
Client Service Associate
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Elizabeth Caffarelli
Reporting Associate
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Melanie Buchholz
Executive Assistant & Office Manager
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