John Siverling
Director of Private Markets & Impact Advocacy
Cole Pearson
President, Investment Solutions
Nathan Willis
Director of Portfolio Strategy
Senior Portfolio Manager
Martin Wildy
Co-Founder & Partner, Investment Research Partners
Derek Varner
Partner, Investment Research Partners
Steve Dauphin
Founding Partner, Bonaventure Capital
Carter Burleson
Director, Bonaventure Capital
Tom Mueth
Director of Advisor Engagement
Samantha Vance
Director of Marketing
Lea Anna Hartman
National Sales
Rob Riley
Investment Analyst
Brice Bishop
Financial Strategy & Analysis Manager
Kelly Mooney
Client Service Associate
Savannah Stewart
Senior Marketing Associate
Anne-Thomas Bowman
Marketing Associate
Haley Betsill
Executive Assistant
Susan Culpepper
Graphic Designer