Barry has over 20 years of experience serving the needs of ultra-high net worth clients, family offices, foundations and corporate entities.
Brad has over 20 years of experience and perspective managing investment portfolios for high net worth and institutional clients.
Jack has over 20 years of tax and wealth planning, and trust administration experience, working with high-net-worth clients and institutions.
Wanda Stapley has over 23 years of financial services experience. She has served in a variety of customer service, trading, and managerial operational roles.
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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