Our Team
Barry R. James
Chairman
R. Brian Culpepper, CMFC, CKA
President & CEO
Portfolio Manager
Lesley Ott, CMFC, IAACP
Chief Operating Officer
Chief Compliance Officer
Fall Ainina, Ph.D., CFA
Director of Research
Vice President
Beth Handwerker, CFP, JD, CDFA, CKA
Estate & Financial Planner
Neil Craft
Client Relationship Manager
Will Hess
Client Service Specialist
Diane Rose, CRPD
Relationship Manager
Brian P. Shepardson, CFA
Vice President
Portfolio Manager
Trent D. Dysert, CFA
Associate Director of Research
Assistant Vice President
Portfolio Manager
Mackenzie Blair
Junior Analyst
Ryan Post
Trading and Technology Director
David McGowan
Trader
Heather Schneider
Executive Assistant
Annette Quinter
Branding and Advertising Director
Travis Kinnison
Creative Director
