Overview

Well-established, growth-oriented team looking primarily to acquire businesses and potentially merge.

Our team is made up of two partners, two relationship managers, a portfolio manager, a business development specialist, a client service associate and an investment associate for a total of eight team members. Additionally, we staff three interns throughout the year.

With our office located in Buckhead - Atlanta, our team manages over $1B in assets and services 350 clients. Our business consists of around 60% private HNW clients plus foundations, endowments, 401k plans, defined benefit and institutional accounts which represents roughly 40% of our business.

For more information on our team, please visit our website.

Last Activity
6 months or more

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