Charles Meixelsperger
Charles brings to the firm a varied background in financial services that includes experience as an investment representative, underwriting coordinator, ...
Chris Maxey, CAIA
Chris serves as Managing Director and Chief Market Strategist on the Investment Team. He joined the firm in 2018 to ...
Dmitriy Katsnelson
Dmitriy joined the firm in 2015 through the acquisition of Highline Wealth Management, bringing more than fifteen years of experience ...
Brent Katterheinrich
Brent Katterheinrich joined the firm in 2014, originally as a Client Support Coordinator. After two years of working directly with ...
Michael Moriarty
Michael joined the firm in 2017. As Chief Investment Officer, Michael oversees investment research and strategy, and works closely with ...
