WebWe now have 36 years of industry experience with a myriad of professional designations, advanced degrees and licenses ranging from JDs, MBAs, CPAs, CFPs®, CFAs®, and Investment Advisory Licenses to Masters in Taxation. Kelli A. Adams, CFP® Principal & Counselor Ryan J. Bartholomew, JD, LL.M Principal & Counselor Christopher J. Bertetta, … WebPrincipal, Head of Endowments & Foundations View Profile Rush Benton, CFA® Senior Director, Strategic Growth View Profile Frank Bub Senior Director, Head of Wealth Management Consulting View Profile Denise Buchanan Senior Director, Chief Compliance Officer View Profile John D. Curry Chief Marketing Officer View Profile
Westshore Wealth - About
WebRob began his financial services career working alongside his father, Bob Renicker as an Investment Associate with UBS Financial Services. In 2006, they moved their practice to … WebAs a Senior Director, Wealth Management, Bryan oversees the management of new and existing client relationships in the Southeast region. He is involved in delivering comprehensive financial planning advice to clients, with a specific emphasis in retirement planning, tax planning/analysis, estate planning, and investment management. campground hammonton nj
Who We Are - Meet Our Financial Advisors The Mather Group
WebOur Team H.I.G. Capital’s team of more than 500 seasoned investment professionals brings substantial operating, strategic and financial management experience to all our investments. All Strategies All Titles All Offices Reset Filters Alpha Team Directory Executive Management Senior Leadership Managing Directors Back To Top WebExecutive Director Senior Vice President–Wealth Management View bio Industry recognition T. Tyler Holocher, CFP ®, CEPA First Vice President–Wealth Management View bio Scott H. Hiles, CFP ®, CPWA ®, CEPA Account Vice President View bio Lucy Lane, CFA Senior Wealth Strategy Associate View bio Michael G. McCluskey III, CFP ®, CEPA Authorized Officer WebRobert Foutty Founder, President Bob Foutty founded New Horizon Wealth Management in 1995 with the goal to guide everyday people through the complex, ever-changing world of investing. campground hamilton nz