About Us
We Are Different
Our team is purposely built with diverse skill sets and credentials, surrounding our client families with the specialties they need to achieve their financial goals. The professionals that comprise your team have backgrounds in estate and tax-conscious planning, investment management and private banking. Combined, we have over 100 years of managing private wealth and advisory experience; and we are dedicated to you, on your team, a direct phone call away. We are proud and humbled to serve our client families, tirelessly seeking to know more and do better than others in our industry.
Our Team
Marc Angle
Chief Executive Officer Executive Managing Director
Stacey Cole, J.D.
Chief Compliance Officer Executive Managing Director
Johnny Gibson, CFA®, CMT®
Chief Investment Officer Executive Managing Director
Judd Hershiser
Chief Operating Officer Executive Managing Director
Tara Pioli
Chief Experience Officer Executive Director
James Oswald
Director of Planning
Have questions? We look forward to speaking with you.
We look forward to speaking with you to see if we can be helpful and answer any questions you may have.