People committed to growing and preserving your family wealth enterprise.
Andrew B. Adams, MBA
Partner, Chief Enterprise Architect
Stephen Miles, CFP
Partner, Chief Global Strategist
Matt Cotter
President
Parker Smith, CPA
Chief Financial Officer
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Alana Karl
Private Equity Accountant
Amy Smith
Manager of Investor Relations
Andy Howell
Executive Assistant to Stephen Miles
Caleb Dunaway, CPA
Controller
Casey Butts, CPA, JD
Outside Co-Counsel
Conner Coleman
Private Equity Associate
Dana Meagrow
Accounting Supervisor
Eric Crane
Accounting Intern
Hilary Howell
Director of Client Services
Ian Trimble
Director
Jackson White
Executive Assistant to Drew Adams
Josh Quarles
Relationship Manager
Julie Wells, JD
General Counsel
Kyle Connelly
Financial Analyst
Lanair Baker, LPP
Senior Manager, Legal Operations
Lauren Brown, CPA
Tax Manager
Lindsey Faust
Senior Manager, Private Equity Operations
Lindsey Pecoraro
Operations Manager
Mackenzie Morgan
Project Coordinator
Madelyn Mills
Technology Specialist
Mary Margaret White, CPA
Tax Senior Manager
Matt Adams
Director of Technology
Nicole Cohen
Accounting Associate
Russ Woolery
Private Equity Analyst
Ryan Kelly
Sam Webb
Senior Analyst
Sarah Cory
Legal & Compliance Assistant
Tarik Bilalbegovic
Director, Private Equity
Taylor Harris
Associate Attorney
Taylor Heal
Private Equity Operations Associate
Tish Nash
Investor Relations Associate
