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
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Alana Karl
Private Equity Accountant
Alex Robison
Relationship Manager
Alexus Porter
Administrative Assistant
Allison Rose
Executive Assistant to Andrew Adams
Amy Smith
Manager of Investor Relations
Andy Howell
Executive Assistant to Stephen Miles
Caleb Dunaway
Controller
Casey Butts, CPA, JD
Outside Co-Counsel
Conner Coleman
Seasonal Employee
Dana Meagrow
Accounting Supervisor
Hilary Howell
Director of Client Services
Jessica Marquis
Manager of Private Equity Operations
Josh Quarles
Julie Wells, JD
General Counsel
Kevin White
Consultant
Krista Nicholas
Operations Manager
Lanair Baker, LPP
Senior Manager, Legal Operations
Lindsey Faust
Senior Manager, Private Equity Operations
Mackenzie Morgan
Project Coordinator
Mary Margaret
Tax Senior Manager
Matt Adams
Director of Technology
Matt Pennington
Tax Supervisor
Nicole Cohen
Accounting/PE Associate
Parker Smith, CPA
Chief Financial Officer
Ron Applewhite, CPA
Director, Strategic Tax Services
Russ Woolery
Private Equity Associate
Ryan Kelly
Sam Webb
Senior Analyst
Tarik Bilalbegovic
Director, Private Equity
Tish Nash
Investor Relations Associate
