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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, CRPC®
Director of Business Development
Brenna Surette CFP®
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
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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