Our people make the difference
We work creatively and collaboratively to drive results for you.

Sarah Bracewell
Managing Director
Head of Investment Strategy Group

Willie T. Langston
Executive Vice Chairman, Founding Partner
Wealth Management

Henry J. Lartigue, CFA
Founding Partner
Investment Management

Lauren Bradley
Administrative Assistant
Operations & Administration

Christopher D. Carter, CFA
Managing Director
Investment Management

Sarah Bracewell
Managing Director
Head of Investment Strategy Group

Willie T. Langston
Executive Vice Chairman, Founding Partner
Wealth Management

Sarah Bracewell
Managing Director
Head of Investment Strategy Group

Henry J. Lartigue, CFA
Founding Partner
Investment Management
Mr. Tom Roupe, Chief Executive Officer of Avalon Advisors
Mr. Willie Langston, Executive Vice Chairman and Founding Partner of Avalon Advisors
Mr. Henry Lartigue, Founding Partner of Avalon Advisors
Mr. Kevin Lilly, Founding Partner of Avalon Advisors
Mr. Herbert E. “Bud” Scruggs, Co-Founder of The Cynosure Group
Mr. Whit Gardner, Chairman and CEO of Gardner Lewis Asset Mgmt. LP
Mr. Craig Huff, Co-CEO and Co-Founder of Reservoir Capital Group LLC
Ms. Stephanie Lynch, Co-Founder and Partner of Global Endowment Management

Sarah Bracewell
Managing Director
Head of Investment Strategy Group

Willie T. Langston
Executive Vice Chairman, Founding Partner
Wealth Management

Lauren Bradley
Administrative Assistant
Operations & Administration

Christopher D. Carter, CFA
Managing Director
Investment Management

Sarah Bracewell
Managing Director
Head of Investment Strategy Group

Willie T. Langston
Executive Vice Chairman, Founding Partner
Wealth Management

Sarah Bracewell
Managing Director
Head of Investment Strategy Group

Henry J. Lartigue, CFA
Founding Partner
Investment Management
Mr. Bobby Hatcher, Executive Chairman of Avalon Advisors
Mr. Tom Roupe, Chief Executive Officer of Avalon Advisors
Mr. Willie Langston, Executive Vice Chairman and Founding Partner of Avalon Advisors
Mr. Henry Lartigue, Founding Partner of Avalon Advisors
Mr. Kevin Lilly, Founding Partner of Avalon Advisors
Mr. Herbert E. “Bud” Scruggs, Co-Founder of The Cynosure Group
Mr. Whit Gardner, Chairman and CEO of Gardner Lewis Asset Mgmt. LP
Mr. Craig Huff, Co-CEO and Co-Founder of Reservoir Capital Group LLC
Ms. Stephanie Lynch, Co-Founder and Partner of Global Endowment Management