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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
Brenna Surette, CFP®
Associate Wealth Advisor
Ben Scrivener, CFP®, AIF®
Wealth Advisor
Sherrie Campbell, CFP®
Senior Wealth Advisor
Robbie Pratt
Associate Wealth Advisor
Christopher Urban, CFP®, RICP®
Wealth Advisor
Client Service Associates
Janet Howard
Onboarding Specialist
Bridjett Fountain
Client Service Associate
Brian Quantrille
Client Service Associate
Leadership
Lowell Pratt Jr., CFA
President and Chairman
William A. Stewart
Director of Analysis and CCO
Tony Hardesty
Managing Partner
Yevgeniy Gushcha, PhD
Partner and Director of Operations
Andy Pratt, CFA, CAIA
Partner and Director of Investment Strategy
Bijal Patel, CFP®
Partner and Senior Wealth Advisor
Adam Newman, CFA, CFP®, RICP®
Partner and Senior Wealth Advisor
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
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
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