Richea Powell - President & CEO, Partner & Managing Director
President & CEO, Partner & Managing Director
Charlie Calvin - Executive Vice President, Partner & Managing Director
Executive Vice President, Partner & Managing Director
Crissy Hebert - Analyst, Trader & Accounting Manager
Analyst, Trader & Accounting Manager
Rosalie Groendes - Director of Client Relations & Marketing
Director of Client Relations & Marketing
Dick Wiesner - Marketing Director
Marketing Director - Houston
Chris Behan - Marketing Director – Houston
Marketing Director – Houston
Marc Goldstein - Marketing Director
Marketing Director - Atlanta
Jessica Gonzales - Operations & Client Manager
Operations & Client Service Manager
Daniela Reed -
Financial Advisor Assistant & Performance Analyst
Ryan Kersh - Equity Analyst and Trader
Equity Analyst and Trader

Our Partners