Founded in 1997
Handles all operation requirements of accounts, and oversees fiduciary cash management, trust system maintenance, new and terminating accounts, securities settlement and custody, document preparation and review, and records management. In addition, serves as backup for the firm’s accounts payable an...
Jimmy Reed Cfa
Managing Director - Director of Business Operations
Duane Broom
Senior Operations Associate
Christi Arrington Cpa
Senior Accountant and Alternative Assets Administrator
Kelsey W. Gray, Jd
Senior Relationship Officer
Bart Rainey Cfa, Cpa
Of Counsel
Ross W. Nager Cpa
Of Counsel
Katherine Rose, Cfa
Managing Director
D. Fort Flowers, Jr., Cfa
CEO
Amor Joseph
Assistant Vice President | Senior Operations Associate - Performance