People committed to growing and preserving your family wealth enterprise.
Andrew B. Adams, MBA
Founding Partner, Chief Enterprise Architect
Stephen Miles, CFP
Chief Global Strategist, Founding Partner
Michael Berry, ChFC
Partner, Head of Private Wealth
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Alana Karl
Private Equity Accountant
Alex Robison
Relationship Manager
Alexus Porter
Administrative Assistant
Ammar Rizvi
Director, IT
Amy Smith
Investor Relations Associate
Andy Howell
Executive Assistant to Stephen Miles
Anna Buse
Manager, Private Wealth Operations
Belinda Beason
Executive Assistant
Bill Henderson
Director of Strategic Partnerships
Bryan Luecke, CPA
Director of Finance
Bryson Merriweather
Associate, Capital Advisors
Caleb Dunaway
Accounting Manager
Casey Butts, JD
General Counsel
Chelsea Boyd
Legal Operations Specialist
Christopher Lewis, JD, MBA
Managing Director, Capital Advisors
Hallie Eble
Project Manager
Hilary Howell
Director, Addicus Consulting Group
Holly Maynard
Personal Assistant to Drew Adams
Jessica Marquis
Manager of Private Equity Operations
Joe Milosch
Consultant, Capital Advisors
Jon Campbell, CPA
Josh Quarles
Client Relationship Manager
Julie Wells, JD
Counsel
Kevin Matson
Manager of Portfolio Advisory
Kevin White
Consultant
Kirk Spencer
Staff Accountant
Krista Nicholas
Strategic Planning Coordinator
Lindsey Faust
Senior Manager, Private Equity Operations
Lanair Baker, LPP
Senior Manager, Legal Operations
Lindsey Cruz
Senior Manager, Private Wealth Operations
Mariana Mareno
Paraplanner
Mary Alice West
Director of Marketing
Matt Cotter
Director of Relationship Management
Matt Keyser
Senior Director of Operations
Matthew King
Manager of Administration and Human Resources
Melissa Gilmour
Nicole Cohen
Accounting/PE Associate
Parker Smith, CPA
Director of Tax
Randy Long
Rebecca Mink
Ron Applewhite, CPA
Director, Strategic Tax Services
Russ Woolery
Senior Analyst
Sam Webb
Analyst
Sarah Sanders
Executive Assistant to Drew Adams
Sid Sekhar
Steve Campbell
IT Consultant
Tarik Bilalbegovic
Director, Private Equity
Taylor Heal, CP
Legal Assistant
Tish Nash
Tyler Dedam
Insurance Associate
Victoria Rodasta
Administrative Associate, Human Resources
