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Wealth Advisors

Adam Newman, CFA, CFP®, RICP®

Partner and Senior Wealth Advisor

Tony Hardesty

Managing Partner

Kyle McFarland CFP®

Wealth Advisor

Bijal Patel, CFP®

Partner and Senior Wealth Advisor

Christopher Urban, CFP®

Wealth Advisor

Sherrie Campbell, CFP®

Senior Wealth Advisor

Ben Scrivener, CFP®, AIF®

Wealth Advisor

Madolynn Stemmer, CFP®

Wealth Advisor

Michael W. Puck

Director of Business Development

Brenna Surette

Associate Wealth Advisor

Client Service Associates

Bridjett Fountain

Client Service Associate

Robert Louis Pratt

Client Service Associate

Janet Howard

Client Service Associate

Leadership

Lowell Pratt Jr., CFA

President and Chairman

William A. Stewart

Director of Analysis and CCO

Yevgeniy Gushcha, PhD

Partner and Director of Operations

Tony Hardesty

Managing Partner

Bijal Patel, CFP®

Partner and Senior Wealth Advisor

Adam Newman, CFA, CFP®, RICP®

Partner and Senior Wealth Advisor

Andy Pratt, CFA, CAIA

Partner and Director of Investment Strategy

Trading & Operations

Andy Pratt CFA, CAIA

Partner and Director of Investment Strategy

Yevgeniy Gushcha, PhD

Partner and Director of Operations

Fariba Shabaz

Senior Trader

Joel Sues CFA, CAIA

Trader

Analytical and Technology Group

Alex Kevorchian

Technology Program Manager

Martin Walsh

Director of Technology

Angie Rugari

Compliance Manager

Alex Shen CFA

Director of Research

Investment Management

Peter C. Woolston

Portfolio Manager

Ken Stanley

Portfolio Manager

Tom Hunt

Portfolio Manager

John Drerup

Portfolio Manager

Mike Daley, PhD

Portfolio Manager

Richard Bauchspies, CFA

Portfolio Manager

Chris Arlitt

Portfolio Manager