Our Team

Barry Rhonemus

Barry Rhonemus

Managing Partner, Founder

Barry has over 20 years of experience serving the needs of ultra-high net worth clients, family offices, foundations and corporate entities.

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Matthew Boyd

Matthew Boyd

Managing Partner, Founder

Matt has dedicated himself to a successful career leading
private clients in attaining their financial goals.

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Michael Breazeale, CAIA, CFA, FRM

Michael Breazeale, CAIA, CFA, FRM

Chief Investment Officer

Michael has over 21 years of investment management experience working with private clients and nonprofits.

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Brad Haines, CFA, FRM

Brad Haines, CFA, FRM

Head of Strategy Implementation

Brad has over 20 years of experience managing investment portfolios
for high net worth and institutional clients.

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Jack Barker, JD, CPA, CTFA

Jack Barker, JD, CPA, CTFA

Chief Fiduciary Officer

Jack has over 20 years of tax and wealth planning, and trust administration experience,
working with high-net-worth clients and institutions.

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Wanda Stapley

Wanda Stapley

Senior Client Manager

Wanda Stapley has over 23 years of financial services experience. She has served in a variety of customer service, trading, and managerial operational roles.

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Leigh Palmer

Leigh Palmer

Client Service Manager

Leigh brings 15 years of experience in private banking working with ultra-high net worth clients and families to achieve their financial goals and objectives.

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