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Investments

Investments

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Dedicated Investment Staff Navigating the Markets for You

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Investment Team
A smiling man in a suit and tie stands in front of a blurred background with lights. He has short brown hair and a neatly trimmed beard.

Chris Adamo

Portfolio Manager & Trader
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Sean Anderson

Senior Trader & Associate Portfolio Manager
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Corey Beezhold

Senior Trader
A man with dark hair wearing a dark pinstripe suit, white shirt, and dark tie, smiling at the camera, with a blurred light blue and white background.

Eric Bland, CFP®, CFA

Principal & Managing Director, Portfolio Management & Trading
A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Principal & Managing Director, Investment Communications
A man in a dark suit and blue tie is smiling in a professional setting with a blurred cityscape in the background.

Ford Donohue, CFA

Principal & Managing Director, Public Markets
A young man in a suit and tie smiles at the camera. The background is blurred, featuring soft lights and abstract shapes, suggesting an indoor office or professional setting.

Emilio Egea

Senior Investment Analyst
A man in a blue suit and red tie smiles at the camera. The background is a blurred office setting with blue and green tones.

Jonathan Farr, CFA

Director, Private Markets
A person in a suit and red plaid tie smiles at the camera. The background is softly blurred and features lights, giving the image a professional appearance.

Kyle Harris, CFA

Portfolio Manager & Trader
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Sarah Hipp Hauptman

Managing Director, Private Real Estate
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Joel Houck, CFP®, CFA, CAIA

Principal & Managing Director, Investment Solutions
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Max Hurd

Investment Analyst
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Stephanie Lang, CFA

Principal & Chief Investment Officer
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Michael Mele, CFA

Portfolio Manager
A man with short dark hair, wearing a navy blue suit, white shirt, and dark tie, smiles at the camera against a blurred office background with bright lights.

Dan Mento, CFA

Portfolio Manager
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Jonathan Morgan

Investment Analyst
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Josh Rowe, CFA, PhD

Principal & Managing Director, Research & Family Office Investment Strategy
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Zach Ruchman

Principal & Managing Director, Private Markets
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Matthew Sanders

Senior Investment Analyst
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Adam Shealy, CFA

Director, Fixed Income
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Fitz Smoak, CFA, CAIA

Senior Investment Analyst
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David Zisek, CFA

Senior Investment Analyst

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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