Team

Investments


Fred Tattersall
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Ashley Long, CFA
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Jim Mallory, CFA
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Shannon Fake, CFA
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Carlos Domenech, CFA
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Ryan Kalkowsky, CFA
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Ruiyi Zhang, CFA
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Operations/Compliance


Bryan Huntley, CPA
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Marty Hunt
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Alex Bryant
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Client Service and Marketing


Kirk Tattersall
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Vickie Sharp
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