Our Advisor’s Team
Austin Allee, Associate
Sam Bailey, Analyst
Alden Beaman, Senior Accountant
Gavin Bonas, Analyst
Will Brown, Principal
Matthew Culbertson, Managing Director
J. Stephen Dockery, III, Managing Director
Logan Farmer, Analyst
John H. Grigg, Managing Director & Investment Committee Member
J. Connor Hoesley, Principal
Edward P. Imbrogno, Managing Director
Jake Keator, Vice President
Lillian Kochanowski, Executive Assistant & Office Manager
Andrew Koziara, Analyst
Thomas C. Lauer, Managing Director & Investment Committee Member
Robert G. Lesley, Managing Director & Investment Committee Member
Diane Lind, Portfolio Controller
Carter Micklem, Associate
Michael J. Miller, Managing Director & Head of Business Development
Hannah Nichols, Associate
David Parilla, Senior Accountant
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, Analyst
Maxwell Vander Wyst, Associate
Evan Webb, Analyst
Andrew Wilfong, Controller
Tanner Williams, Analyst
W. Andrew Worth, Managing Director & Investment Committee Member