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Scott Neu
Co-Founder and CEO
Scott Neu
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Tony Cox
President, Partner & Chief Investment Officer
Whitney Imeraj
Partner, COO & Chief Compliance Officer
Allison Wagner
Partner & Director of Client Services
Christine Phelps
Partner & Wealth Advisor
Matthew Bone
VP of Reporting
Ryan Kittrell
Director of Financial Planning
John Darby
Senior Portfolio Manager
Anna Esoda
Senior Portfolio Manager
Ned Douthat
Wealth Advisor
Will Tuggle
Wealth Advisor
Aly Lakdawala
Senior Financial Analyst
Alyzain Lakdawala
Senior Financial Analyst
Ryan Sheffield
Financial Analyst
