Nicole Davis
As Managing Director, Chief Compliance Officer, and Associate General Counsel, Nicole assists in identifying areas of regulatory risk, oversees Investment Management Platform and Advisory Programs, aids with the design and testing of the firm’s policies and... Charlie Cornett
As Principal, Business Development, Charlie spearheads the firm’s efforts in recruiting and collaborating with prospective ultra high net worth advisors and teams. With over 25 years of experience helping advisors navigate complex business transitions, Charlie... Jeff Cherkas
Jeff specializes in equities and fixed income products. He provides his clients with a wealth of industry knowledge, as well as a strong passion and commitment to consistent client service. Prior to joining the team, Jeff was an Investment Associate at UBS Financial...
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