We already have a page that shows us in the office setting, with the usual bios about our path and role and interests. Thought it would be fun to highlight one team member every month, with some Q&A and out-of-office pics. Will is the next “volunteer”, with a short video to preview his interview below.
Hope you enjoy getting to know us!
Places I’ve Lived
Homewood, AL to Huntsville, AL back to Homewood
Who I Root For
Homewood Band, HMS hoops, Reed and Ben. Roll Tide
What I Listen To
Alabama, George Strait, Blackhawk…old school country
Food & Drink
Half and Half Tea addict, Anything on the green egg
Best Part of My Job
Internal – Good character guys with locker room mentality, team first
External- Relationships/Friendships with advisors helping improve their businesses
Nights & Weekends
Wife and 4 kids. Lake as much as possible
Favorite Trips
Beach/Lake – Fall beach trips with family top of list
Favorite Quote
5 Watches. Think about what you think about. Phil 4:8
Favorite Shows/Movies
Shawshank, anything Owen Wilson/Vince Vaughn
More Team Highlights
Derek Hernquist: Business Developments & Partnerships
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
Clay Calhoun: Trading & Client Services
James Bai: VP of Product Management
John Goldsberry: Facilitator / Operations / Technology
