A West Point graduate with over 35 years of wealth management experience, Ken applies disciplined leadership and deep expertise in multi-generational strategies to help high-net-worth clients grow and preserve their wealth.

Mike began in Family Office wealth management for ultra-high-net-worth clients, refining his expertise in estate planning and long-term relationship management over 15+ years of industry experience. He is a University of Texas at Austin graduate.

With 18 years at a leading New York hedge fund and a UT McCombs background, Kyle manages our diverse debt strategy portfolio, pursuing asymmetric opportunities through disciplined risk management to deliver consistent performance and capital preservation.

Gantt delivers personalized, long-term financial strategies that help clients build lasting wealth, drawing on over a decade of experience advising high-net-worth families at Fidelity Investments. He is a 2011 College of Charleston graduate and Amelia Island resident.

By cultivating trusted partnerships with elite clients—entertainers, pro-athletes, and business owners—Doug collaborates with advisors to provide financial solutions precisely tailored to their distinctive goals. He is a graduate of East Carolina University.

Eric manages currencies, preferred securities, and high-yield and investment-grade corporates, leveraging his experience as a Partner at Gracie Asset Management and at Deutsche Bank in Debt Capital Markets and macro strategies to deliver disciplined, results-driven solutions.

Drawing on his Major League Baseball experience, Manny guides athletes and entertainers toward retirement and wealth goals, delivering disciplined, personalized financial strategies and clear communication to secure long-term financial success.