PEOPLE AND EXPERIENCE

Our team consists of experienced professionals, each with over 30 years in the investment and wealth management industry with leading national private banks, national trust companies, and national boutique investment managers.

 

Our clients enjoy direct servicing relationships with our experienced members and representatives.

 

The principals of the firm have a substantial portion of their personal net worth invested in the same strategies the firm offers to clients.

CRAIG R.
SUTHERLAND

President and Founder

DAVID B.
WILLIAMS

Chief Operating Officer

WAYNE L.
CARSON, JR.

Managing Director

LORI T.
SUTHERLAND

Managing Director