A partner firm is only as good as its people, and we think ours are great both in and out of the office. Hope you’ll enjoy a short video and Q&A from a few of us, stay tuned for more!
Derek Hernquist: Business Developments & Partnerships
Will Gardner: Advisor Transitions & Support
James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships
John Luke Tyner, CFA: Portfolio Manager & Fixed Income
Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews
Mark Callahan: Institutional Trading & Analytics
Matt McGowan, CAIA: Strategic Consulting
