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Joel W. Barrett, CFA, CPA, CTFA President
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Phillip Davis, Jr. Sr. Vice President
Frank Beverly Chief Investment Officer
Charity Knifer Chief Operations Officer
S. Chase Williams, Esq. Chief Compliance Officer
Will Ferguson Portfolio Manager
Sunny Gay Retirement Plan Officer
Krista Peace, CFP® Financial Advisor
Chase Harvard Trust Officer
Nelray Lilly Trust Officer
Katherine Bannister Retirement Plan Specialist
Amanda Glidden Account Manager
Susan Harvard Client Service Administrator
Erin Jones Client Service Administrator
Anne Khandjian Trust Operations/Account Administrator
Donna Whiddon Operations Specialist
Richard Rountre Trading Coordinator
Whitney Marshall Administrative Assistant
