People committed to growing and preserving your family wealth enterprise.
Andrew B. Adams, MBA
Founding Partner, Chief Enterprise Architect
Stephen Miles, CFP
Founding Partner, Chief Global Strategist
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Alana Karl
Private Equity Accountant
Alex Marty
Director of Investment Banking, Capital Advisors
Alex Robison
Relationship Manager
Alexus Porter
Administrative Assistant
Allison Rose
Administrative Assistant to Andrew Adams
Amy Smith
Investor Relations Associate
Andy Howell
Executive Assistant to Stephen Miles
Caleb Dunaway
Accounting Manager
Casey Butts, CPA, JD
General Counsel
Christian Liew
Intern, Private Equity
Conner Coleman
Seasonal Employee, Private Equity
Dana Meagrow
Accounting Supervisor
Hilary Howell
Director, Addicus Consulting Group
Jessica Marquis
Manager of Private Equity Operations
Jocelyn Long
Compliance Specialist
Josh Quarles
Client Relationship Manager
Julie Behrends
Director of Project Management
Julie Wells, JD
Kevin White
Consultant
Kirk Spencer
Senior Staff Accountant
Krista Nicholas
Strategic Planning Coordinator
Lanair Baker, LPP
Senior Manager, Legal Operations
Lindsey Faust
Senior Manager, Private Equity Operations
Mackenzie Morgan
Project Coordinator, Consulting Group
Mary Alice West
Director of Marketing
Matt Cotter
Director of Relationship Management
Matthew King, PHR
Senior Manager of Human Resources and Administration
Matt Pennington
Tax Supervisor
Melissa Gilmour
Project Manager
Nicole Cohen
Accounting Associate
Parker Smith, CPA
Director of Tax
Ron Applewhite, CPA
Director, Strategic Tax Services
Russ Woolery
Associate, Private Equity
Ryan Kelly
Relationship Manager, Addicus Consulting Group
Sam Webb
Analyst
Tarik Bilalbegovic
Director, Private Equity
Taylor Heal, CP
Legal Assistant
Tish Nash
Tyler Dedam
Insurance Associate
Victoria Rodasta, aPHR
Administrative Associate, Human Resources
