JAMES AYRES, CFA®, CAIA®
Chief Investment Officer, Partner
DANA BENSON
Sr. Client Service Manager
GREG CONWAY
Senior Wealth Management Advisor, Partner
LISA COOK, AWMA®
Chief Operating Officer, Partner
KATHERINE COOLURES
Institutional Operations Manager
ALICE DOAN
Operations Data Manager
SCOTT FISHER, CFA®, CFP®
Senior Institutional Investment Advisor
FRANK GREEKAS
Client Service Associate
BEN HINES, MBA Institutional Account and Research Associate
LAWRENCE HOOD, ChFC®
Chairman of the Board, Founder & CEO
RITCHIE HOOD
Director of Operations and Client Services/CCO, Partner
BRIAN HUGHES
Business Development & Marketing Manager
ERIC JARVIS
Senior Wealth Management Advisor, Partner
MATTHEW LITZLER, CFP®
Family Wealth Planner｜Wealth Management Advisor
HARVE MENKENS
Senior Wealth Management Advisor, Partner
MCKENNA QUANN
Executive Assistant and Office Manager
THOMAS REDBURN
Reporting Analyst
KETUL TRIVEDI, CFA®
Senior Research Analyst
ROBERT TOLSTYKH CFP®, CIMA® | Wealth Management Advisor
JOELLE WADE
Senior Client Service Manager
SERENA WANG Operations Data Specialist
KINGA WHITSON Client Service Associate
