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