Meet the team.
The team’s combined resume includes earned degrees from Harvard Business School, Texas A&M, The Citadel, the Universities of Virginia and North Carolina (Chapel Hill), Clemson, Wake Forest, and Duke. Team members have held leading investment strategy positions at major firms including JP Morgan Chase, Goldman Sachs, UBS, Icon Investors, and Bank One Trust Company. Their experience and academic pedigree are also accompanied by credentials such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Juris Doctor (J.D.), and Certified Investment Management Analyst (CIMA). Click to learn more about each team member.