Our Advisor’s Team

Austin Allee, Vice President

Sam Bailey, Associate

Alden Beaman, Senior Accountant

Gavin Bonas, Associate

Will Brown, Managing Director

Matthew Culbertson, Managing Director

J. Stephen Dockery, III, Managing Director

Zac Forsyth, Analyst

John H. Grigg, Managing Director & Investment Committee Member

J. Connor Hoesley, Managing Director

Edward P. Imbrogno, Managing Director

Demi Kleitches, Analyst

Lillian Kochanowski, Executive Assistant & Office Manager

Jacob Labatore, Staff Accountant

Thomas C. Lauer, Managing Director & Investment Committee Member

Robert G. Lesley, Managing Director & Investment Committee Member

Diane Lind, Portfolio Controller

Jake Messinger, Analyst

Carter Micklem, Vice President

Michael J. Miller, Managing Director & Head of Business Development

Hannah Nichols, Associate

Craig J. Petrusha, Managing Director

Edward H. Ross, Chief Executive Officer & Investment Committee Chair

John J. Ross, II, Managing Director & Investment Committee Member

Matthew G. Shehorn, Managing Director

Shelby E. Sherard, Chief Financial Officer

Thomas J. Steiglehner, Managing Director & Investment Committee Member

Jeremy Trevvett, Associate

Maxwell Vander Wyst, Vice President

Andrew Wilfong, Controller

W. Andrew Worth, Managing Director & Investment Committee Member