Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
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Associate
Louisville
Client and Corporate Services
Lucas is an Associate in the Louisville office. His day-to-day responsibilities include researching and reporting daily market conditions, implementing clients’ portfolio allocations, and reporting and fixing any errors that may occur in various systems.
Senior Associate
Principal
Principal & Head of Digital Marketing
Partner
Principal & Director of Human Resources
Senior Principal
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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