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Our Team

All
Founding Partners
Advisors
Analyst / Research
Family Office
Client Services / Operations

William Beynon President & CEO
Joe Moglia Chairman
Lewis Johnson Chief Investment Officer
Blaine Ferguson Partner | Chief Operating Officer
Kevin Erndl Partner | Portfolio Manager
Phil Brody Partner & President | Carolinas
Matt Hickey Partner
Zev Abraham Director of Research
Richard Knepfler Chief Financial Officer, CPA
Kimberly Key Chief Compliance Officer, CRCP®, JD
Jay Folz Managing Director, CFA®
Todd Sampson Managing Director | Wealth Advisory Operations
Charles Rainbolt Managing Director | Risk Management
Jeffrey Galati Managing Director | Private Wealth Management, CFP®, CLU®
Roxane Galati Managing Director | Private Wealth Management, CFP®
John Walker Managing Director | Private Wealth Management, AEP®, CFP®, CAP®
James Love Executive Vice President | Private Wealth Management, CFP®
Mike Martin Executive Vice President | Private Wealth Management
Deb Minnick Senior Vice President | Private Wealth Management, CFP®
Joseph Tornincaso Senior Vice President | Private Wealth Management
Lori Taylor Senior Vice President | Private Wealth Management, CFP®
Daniel London Senior Vice President | Private Wealth Management
Thomas Collins II Senior Vice President | Private Wealth Management, CFP®, CIMA®
Jason A. Baum SENIOR VICE PRESIDENT | PRIVATE WEALTH MANAGEMENT, CFA®, CFP®, ChFC®
Shad White Vice President | Private Wealth Management
Colleen Murphy Vice President | Private Wealth Management
Karen Vilorio Muchnik Vice President | Private Wealth Management
Drew Isaacson Vice President | Private Wealth Management, CFP®
Jo Anne Keck Vice President | Private Wealth Management
James Beachum, III Vice President | Private Wealth Management
Lane McCallum Associate Advisor | Private Wealth Management
Daniel Howell Associate Advisor | Private Wealth Management, CFP®
Mark Matten Associate Advisor | Private Wealth Management
Susie Mulry Director of Human Resources & Operations
Pattie Imperial Strategic Talent Acquisition Director
Vivien Preece Director of Insurance Services
Samantha Nalbach Director of Marketing
Cassie Bishop Vice President | Client Services
Alex Bouton Associate Portfolio Manager
Devon Preece Senior Underwriter | Insurance
William McClure Senior Analyst
Santiago Mosquera Associate Trader
Brenda Lawrence Family Office & Accounting Manager
Mikaela Hutton Client Services Manager
Grant Matricciani Client Services Manager
Brittany Cankar Client Services Manager
Tyler Knight Strategic Operations Associate
Sashane Johnson Marketing Associate
Victoria Freemyer Client Services | Operations
Joshua Pilling Information Technology and Facilities Manager

FLORIDA | Naples (HQ)

NORTH CAROLINA | Charlotte & Cary

LOUISIANA | New Orleans

9130 Galleria Court, Third Floor | Naples, Florida 34109 | P (239) 434-7434
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