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Our Team

Our people make the difference

We work creatively and collaboratively to drive results for you.

Tom Roupe

Tom Roupe

Chief Executive Officer

Leadership
All Teams
Robert K. Hatcher

Robert K. Hatcher

Executive Chairman

Leadership
All Teams
Sarah Bracewell

Sarah Bracewell

Managing Director
Head of Investment Strategy Group

Leadership
Investment Management & Strategy
All Teams
Chris Halaska

Chris Halaska

Chief Investment Officer

Leadership
Investment Management & Strategy
All Teams
Christina Ibrahim, JD

Christina Ibrahim, JD

Chief Operating Officer

Leadership
Operations & Administration
All Teams
Willie T. Langston

Willie T. Langston

Executive Vice Chairman, Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
Henry J. Lartigue, CFA

Henry J. Lartigue, CFA

Founding Partner
Investment Management

Leadership
Investment Management & Strategy
All Teams
Kevin J. Lilly

Kevin J. Lilly

Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
David Jesulaitis, JD

David Jesulaitis, JD

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Juan A. Landa

Juan A. Landa

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
W. Miles Marks

W. Miles Marks

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
N. Rob McClane

N. Rob McClane

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
Graydon Oliver

Graydon Oliver

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Lauren Paine

Lauren Paine

Associate, Client Advisor
Wealth Management

Wealth Management
All Teams
Thomas E. Smith

Thomas E. Smith

Associate, Client Advisor
Wealth Management

Wealth Management
All Teams
Brett A. Williams, JD, CPA

Brett A. Williams, JD, CPA

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Lorraine Becker

Lorraine Becker

Director
Operations & Administration

Operations & Administration
All Teams
Dina Bridy

Dina Bridy

Director
Operations & Administration

Operations & Administration
All Teams
Armethia Carr

Armethia Carr

Associate
Operations & Administration

Operations & Administration
All Teams
Christopher D. Carter, CFA

Christopher D. Carter, CFA

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Austin Curley

Austin Curley

Associate
Investment Management

Investment Management & Strategy
All Teams
Jason Danziger, CFP, CPA

Jason Danziger, CFP, CPA

Director
Investment Strategy

Investment Management & Strategy
All Teams
Jeff Dieter

Jeff Dieter

Associate
Operations & Administration

Operations & Administration
All Teams
Phan Phan Duong

Phan Phan Duong

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Joanna J. Fetter, CFA

Joanna J. Fetter, CFA

Senior Associate
Wealth Management

Wealth Management
All Teams
Ryan W. Fletcher

Ryan W. Fletcher

Director
Wealth Management

Wealth Management
All Teams
Suzanne Ford

Suzanne Ford

Chief of Staff

All Teams
Scott Gilley, CPA

Scott Gilley, CPA

Director
Finance & Accounting

Operations & Administration
All Teams
Ravid Gold, CFA

Ravid Gold, CFA

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Sara Gonzales

Sara Gonzales

Associate
Wealth Management

Wealth Management
All Teams
Stefan Gräter, PhD, CFA, CFP

Stefan Gräter, PhD, CFA, CFP

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Alex Hale

Alex Hale

Associate
Finance & Accounting

Operations & Administration
All Teams
Wyatt L. Hogan

Wyatt L. Hogan

Managing Director
General Counsel

Operations & Administration
All Teams
Pamela J. Janysek

Pamela J. Janysek

Director
Wealth Management

Wealth Management
All Teams
Kimberly A. Jones

Kimberly A. Jones

Associate
Wealth Management

Wealth Management
All Teams
Jonathan H. Lewis

Jonathan H. Lewis

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Jessica F. Lim

Jessica F. Lim

Director
Operations & Administration

Operations & Administration
All Teams
Dave Lumb

Dave Lumb

Senior Associate
Operations & Administration

Operations & Administration
All Teams
John T. Lytle

John T. Lytle

Senior Associate
Wealth Management

Wealth Management
All Teams
Erin Marzouki

Erin Marzouki

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Dianne M. Maurice

Dianne M. Maurice

Senior Associate
Finance & Accounting

Operations & Administration
All Teams
Blake McWherter

Blake McWherter

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Jessica A. Meadows

Jessica A. Meadows

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
José Medina

José Medina

Managing Director
Operations & Administration

Operations & Administration
All Teams
Joy Neely

Joy Neely

Director
Investment Strategy

Investment Management & Strategy
All Teams
Jody N. Nguyen

Jody N. Nguyen

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Gianna E. Nunn

Gianna E. Nunn

Analyst
Wealth Management

Wealth Management
All Teams
Stacey Ostrom

Stacey Ostrom

Director
Operations & Administration

Operations & Administration
All Teams
Devika Oza-Guenther

Devika Oza-Guenther

Associate
Wealth Management

Wealth Management
All Teams
Elizabeth Pappas, CPA

Elizabeth Pappas, CPA

Senior Associate
Wealth Management

Wealth Management
All Teams
Shereata Pontius

Shereata Pontius

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Franklin Ruben

Franklin Ruben

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Ingrid Tang, CFA, CAIA

Ingrid Tang, CFA, CAIA

Senior Associate
Investment Management

Investment Management & Strategy
All Teams
Caroline Thompson

Caroline Thompson


Analyst
Wealth Management

Wealth Management
All Teams
Will Thomson

Will Thomson

Senior Associate
Investment Management

Investment Management & Strategy
All Teams
David Warhoftig

David Warhoftig

Managing Director
Operations & Administration

Operations & Administration
All Teams
Olivia R. Wethington

Olivia R. Wethington

Senior Associate

Operations & Administration

Operations & Administration
All Teams
Kayla Wieding

Kayla Wieding

Director
Investment Strategy

Investment Management & Strategy
All Teams
Tarius D. Williams

Tarius D. Williams

Director
Operations & Administration

Operations & Administration
All Teams
Madison Woodward

Madison Woodward

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Hollis Wood

Hollis Wood

Office Coordinator
Operations & Administration

Operations & Administration
All Teams
Tammy Woytek

Tammy Woytek

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Jennifer Yang

Jennifer Yang

Associate
Wealth Management

Wealth Management
All Teams
Katie L. Young

Katie L. Young

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Alex Zito

Alex Zito

Senior Associate
Wealth Management

Wealth Management
All Teams
Tom Roupe

Tom Roupe

Chief Executive Officer

Leadership
All Teams
Robert K. Hatcher

Robert K. Hatcher

Executive Chairman

Leadership
All Teams
Sarah Bracewell

Sarah Bracewell

Managing Director
Head of Investment Strategy Group

Leadership
Investment Management & Strategy
All Teams
Chris Halaska

Chris Halaska

Chief Investment Officer

Leadership
Investment Management & Strategy
All Teams
Christina Ibrahim, JD

Christina Ibrahim, JD

Chief Operating Officer

Leadership
Operations & Administration
All Teams
Willie T. Langston

Willie T. Langston

Executive Vice Chairman, Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
Henry J. Lartigue, CFA

Henry J. Lartigue, CFA

Founding Partner
Investment Management

Leadership
Investment Management & Strategy
All Teams
Kevin J. Lilly

Kevin J. Lilly

Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
Willie T. Langston

Willie T. Langston

Executive Vice Chairman, Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
Kevin J. Lilly

Kevin J. Lilly

Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
David Jesulaitis, JD

David Jesulaitis, JD

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Juan A. Landa

Juan A. Landa

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
W. Miles Marks

W. Miles Marks

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
N. Rob McClane

N. Rob McClane

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
Graydon Oliver

Graydon Oliver

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Lauren Paine

Lauren Paine

Associate, Client Advisor
Wealth Management

Wealth Management
All Teams
Thomas E. Smith

Thomas E. Smith

Associate, Client Advisor
Wealth Management

Wealth Management
All Teams
Brett A. Williams, JD, CPA

Brett A. Williams, JD, CPA

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Joanna J. Fetter, CFA

Joanna J. Fetter, CFA

Senior Associate
Wealth Management

Wealth Management
All Teams
Ryan W. Fletcher

Ryan W. Fletcher

Director
Wealth Management

Wealth Management
All Teams
Sara Gonzales

Sara Gonzales

Associate
Wealth Management

Wealth Management
All Teams
Pamela J. Janysek

Pamela J. Janysek

Director
Wealth Management

Wealth Management
All Teams
Kimberly A. Jones

Kimberly A. Jones

Associate
Wealth Management

Wealth Management
All Teams
John T. Lytle

John T. Lytle

Senior Associate
Wealth Management

Wealth Management
All Teams
Gianna E. Nunn

Gianna E. Nunn

Analyst
Wealth Management

Wealth Management
All Teams
Devika Oza-Guenther

Devika Oza-Guenther

Associate
Wealth Management

Wealth Management
All Teams
Elizabeth Pappas, CPA

Elizabeth Pappas, CPA

Senior Associate
Wealth Management

Wealth Management
All Teams
Caroline Thompson

Caroline Thompson


Analyst
Wealth Management

Wealth Management
All Teams
Jennifer Yang

Jennifer Yang

Associate
Wealth Management

Wealth Management
All Teams
Alex Zito

Alex Zito

Senior Associate
Wealth Management

Wealth Management
All Teams
Chris Halaska

Chris Halaska

Chief Investment Officer

Leadership
Investment Management & Strategy
All Teams
Sarah Bracewell

Sarah Bracewell

Managing Director
Head of Investment Strategy Group

Leadership
Investment Management & Strategy
All Teams
Henry J. Lartigue, CFA

Henry J. Lartigue, CFA

Founding Partner
Investment Management

Leadership
Investment Management & Strategy
All Teams
Christopher D. Carter, CFA

Christopher D. Carter, CFA

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Austin Curley

Austin Curley

Associate
Investment Management

Investment Management & Strategy
All Teams
Jason Danziger, CFP, CPA

Jason Danziger, CFP, CPA

Director
Investment Strategy

Investment Management & Strategy
All Teams
Stefan Gräter, PhD, CFA, CFP

Stefan Gräter, PhD, CFA, CFP

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Jonathan H. Lewis

Jonathan H. Lewis

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Blake McWherter

Blake McWherter

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Joy Neely

Joy Neely

Director
Investment Strategy

Investment Management & Strategy
All Teams
Franklin Ruben

Franklin Ruben

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Ingrid Tang, CFA, CAIA

Ingrid Tang, CFA, CAIA

Senior Associate
Investment Management

Investment Management & Strategy
All Teams
Will Thomson

Will Thomson

Senior Associate
Investment Management

Investment Management & Strategy
All Teams
Kayla Wieding

Kayla Wieding

Director
Investment Strategy

Investment Management & Strategy
All Teams
Madison Woodward

Madison Woodward

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Christina Ibrahim, JD

Christina Ibrahim, JD

Chief Operating Officer

Leadership
Operations & Administration
All Teams
Lorraine Becker

Lorraine Becker

Director
Operations & Administration

Operations & Administration
All Teams
Dina Bridy

Dina Bridy

Director
Operations & Administration

Operations & Administration
All Teams
Armethia Carr

Armethia Carr

Associate
Operations & Administration

Operations & Administration
All Teams
Jeff Dieter

Jeff Dieter

Associate
Operations & Administration

Operations & Administration
All Teams
Phan Phan Duong

Phan Phan Duong

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Scott Gilley, CPA

Scott Gilley, CPA

Director
Finance & Accounting

Operations & Administration
All Teams
Ravid Gold, CFA

Ravid Gold, CFA

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Alex Hale

Alex Hale

Associate
Finance & Accounting

Operations & Administration
All Teams
Wyatt L. Hogan

Wyatt L. Hogan

Managing Director
General Counsel

Operations & Administration
All Teams
Jessica F. Lim

Jessica F. Lim

Director
Operations & Administration

Operations & Administration
All Teams
Dave Lumb

Dave Lumb

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Erin Marzouki

Erin Marzouki

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Dianne M. Maurice

Dianne M. Maurice

Senior Associate
Finance & Accounting

Operations & Administration
All Teams
Jessica A. Meadows

Jessica A. Meadows

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
José Medina

José Medina

Managing Director
Operations & Administration

Operations & Administration
All Teams
Jody N. Nguyen

Jody N. Nguyen

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Stacey Ostrom

Stacey Ostrom

Director
Operations & Administration

Operations & Administration
All Teams
Shereata Pontius

Shereata Pontius

Senior Associate
Operations & Administration

Operations & Administration
All Teams
David Warhoftig

David Warhoftig

Managing Director
Operations & Administration

Operations & Administration
All Teams
Olivia R. Wethington

Olivia R. Wethington

Senior Associate

Operations & Administration

Operations & Administration
All Teams
Tarius D. Williams

Tarius D. Williams

Director
Operations & Administration

Operations & Administration
All Teams
Hollis Wood

Hollis Wood

Office Coordinator
Operations & Administration

Operations & Administration
All Teams
Tammy Woytek

Tammy Woytek

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Katie L. Young

Katie L. Young

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
  • 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

Tom Roupe

Tom Roupe

Chief Executive Officer

Leadership
All Teams
Robert K. Hatcher

Robert K. Hatcher

Executive Chairman

Leadership
All Teams
Sarah Bracewell

Sarah Bracewell

Managing Director
Head of Investment Strategy Group

Leadership
Investment Management & Strategy
All Teams
Chris Halaska

Chris Halaska

Chief Investment Officer

Leadership
Investment Management & Strategy
All Teams
Christina Ibrahim, JD

Christina Ibrahim, JD

Chief Operating Officer

Leadership
Operations & Administration
All Teams
Willie T. Langston

Willie T. Langston

Executive Vice Chairman, Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
Henry J. Lartigue, CFA

Henry J. Lartigue, CFA

Founding Partner
Investment Management

Leadership
Investment Management & Strategy
All Teams
Kevin J. Lilly

Kevin J. Lilly

Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
David Jesulaitis, JD

David Jesulaitis, JD

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Juan A. Landa

Juan A. Landa

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
W. Miles Marks

W. Miles Marks

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
N. Rob McClane

N. Rob McClane

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
Graydon Oliver

Graydon Oliver

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Lauren Paine

Lauren Paine

Associate, Client Advisor
Wealth Management

Wealth Management
All Teams
Thomas E. Smith

Thomas E. Smith

Associate, Client Advisor
Wealth Management

Wealth Management
All Teams
Brett A. Williams, JD, CPA

Brett A. Williams, JD, CPA

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Lorraine Becker

Lorraine Becker

Director
Operations & Administration

Operations & Administration
All Teams
Dina Bridy

Dina Bridy

Director
Operations & Administration

Operations & Administration
All Teams
Armethia Carr

Armethia Carr

Associate
Operations & Administration

Operations & Administration
All Teams
Christopher D. Carter, CFA

Christopher D. Carter, CFA

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Austin Curley

Austin Curley

Associate
Investment Management

Investment Management & Strategy
All Teams
Jason Danziger, CFP, CPA

Jason Danziger, CFP, CPA

Director
Investment Strategy

Investment Management & Strategy
All Teams
Jeff Dieter

Jeff Dieter

Associate
Operations & Administration

Operations & Administration
All Teams
Phan Phan Duong

Phan Phan Duong

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Joanna J. Fetter, CFA

Joanna J. Fetter, CFA

Senior Associate
Wealth Management

Wealth Management
All Teams
Ryan W. Fletcher

Ryan W. Fletcher

Director
Wealth Management

Wealth Management
All Teams
Suzanne Ford

Suzanne Ford

Chief of Staff

All Teams
Scott Gilley, CPA

Scott Gilley, CPA

Director
Finance & Accounting

Operations & Administration
All Teams
Ravid Gold, CFA

Ravid Gold, CFA

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Sara Gonzales

Sara Gonzales

Associate
Wealth Management

Wealth Management
All Teams
Stefan Gräter, PhD, CFA, CFP

Stefan Gräter, PhD, CFA, CFP

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Alex Hale

Alex Hale

Associate
Finance & Accounting

Operations & Administration
All Teams
Wyatt L. Hogan

Wyatt L. Hogan

Managing Director
General Counsel

Operations & Administration
All Teams
Pamela J. Janysek

Pamela J. Janysek

Director
Wealth Management

Wealth Management
All Teams
Kimberly A. Jones

Kimberly A. Jones

Associate
Wealth Management

Wealth Management
All Teams
Jonathan H. Lewis

Jonathan H. Lewis

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Jessica F. Lim

Jessica F. Lim

Director
Operations & Administration

Operations & Administration
All Teams
Dave Lumb

Dave Lumb

Senior Associate
Operations & Administration

Operations & Administration
All Teams
John T. Lytle

John T. Lytle

Senior Associate
Wealth Management

Wealth Management
All Teams
Erin Marzouki

Erin Marzouki

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Dianne M. Maurice

Dianne M. Maurice

Senior Associate
Finance & Accounting

Operations & Administration
All Teams
Blake McWherter

Blake McWherter

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Jessica A. Meadows

Jessica A. Meadows

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
José Medina

José Medina

Managing Director
Operations & Administration

Operations & Administration
All Teams
Joy Neely

Joy Neely

Director
Investment Strategy

Investment Management & Strategy
All Teams
Jody N. Nguyen

Jody N. Nguyen

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Gianna E. Nunn

Gianna E. Nunn

Analyst
Wealth Management

Wealth Management
All Teams
Stacey Ostrom

Stacey Ostrom

Director
Operations & Administration

Operations & Administration
All Teams
Devika Oza-Guenther

Devika Oza-Guenther

Associate
Wealth Management

Wealth Management
All Teams
Elizabeth Pappas, CPA

Elizabeth Pappas, CPA

Senior Associate
Wealth Management

Wealth Management
All Teams
Shereata Pontius

Shereata Pontius

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Franklin Ruben

Franklin Ruben

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Ingrid Tang, CFA, CAIA

Ingrid Tang, CFA, CAIA

Senior Associate
Investment Management

Investment Management & Strategy
All Teams
Caroline Thompson

Caroline Thompson


Analyst
Wealth Management

Wealth Management
All Teams
Will Thomson

Will Thomson

Senior Associate
Investment Management

Investment Management & Strategy
All Teams
David Warhoftig

David Warhoftig

Managing Director
Operations & Administration

Operations & Administration
All Teams
Olivia R. Wethington

Olivia R. Wethington

Senior Associate

Operations & Administration

Operations & Administration
All Teams
Kayla Wieding

Kayla Wieding

Director
Investment Strategy

Investment Management & Strategy
All Teams
Tarius D. Williams

Tarius D. Williams

Director
Operations & Administration

Operations & Administration
All Teams
Madison Woodward

Madison Woodward

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Hollis Wood

Hollis Wood

Office Coordinator
Operations & Administration

Operations & Administration
All Teams
Tammy Woytek

Tammy Woytek

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Jennifer Yang

Jennifer Yang

Associate
Wealth Management

Wealth Management
All Teams
Katie L. Young

Katie L. Young

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Alex Zito

Alex Zito

Senior Associate
Wealth Management

Wealth Management
All Teams
Load All
Tom Roupe

Tom Roupe

Chief Executive Officer

Leadership
All Teams
Robert K. Hatcher

Robert K. Hatcher

Executive Chairman

Leadership
All Teams
Sarah Bracewell

Sarah Bracewell

Managing Director
Head of Investment Strategy Group

Leadership
Investment Management & Strategy
All Teams
Chris Halaska

Chris Halaska

Chief Investment Officer

Leadership
Investment Management & Strategy
All Teams
Christina Ibrahim, JD

Christina Ibrahim, JD

Chief Operating Officer

Leadership
Operations & Administration
All Teams
Willie T. Langston

Willie T. Langston

Executive Vice Chairman, Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
Henry J. Lartigue, CFA

Henry J. Lartigue, CFA

Founding Partner
Investment Management

Leadership
Investment Management & Strategy
All Teams
Kevin J. Lilly

Kevin J. Lilly

Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
Willie T. Langston

Willie T. Langston

Executive Vice Chairman, Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
Kevin J. Lilly

Kevin J. Lilly

Founding Partner
Wealth Management

Leadership
Wealth Management
All Teams
David Jesulaitis, JD

David Jesulaitis, JD

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Juan A. Landa

Juan A. Landa

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
W. Miles Marks

W. Miles Marks

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
N. Rob McClane

N. Rob McClane

Managing Director, Client Advisor
Wealth Management

Wealth Management
All Teams
Graydon Oliver

Graydon Oliver

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Lauren Paine

Lauren Paine

Associate, Client Advisor
Wealth Management

Wealth Management
All Teams
Thomas E. Smith

Thomas E. Smith

Associate, Client Advisor
Wealth Management

Wealth Management
All Teams
Brett A. Williams, JD, CPA

Brett A. Williams, JD, CPA

Partner, Client Advisor
Wealth Management

Wealth Management
All Teams
Joanna J. Fetter, CFA

Joanna J. Fetter, CFA

Senior Associate
Wealth Management

Wealth Management
All Teams
Ryan W. Fletcher

Ryan W. Fletcher

Director
Wealth Management

Wealth Management
All Teams
Sara Gonzales

Sara Gonzales

Associate
Wealth Management

Wealth Management
All Teams
Pamela J. Janysek

Pamela J. Janysek

Director
Wealth Management

Wealth Management
All Teams
Kimberly A. Jones

Kimberly A. Jones

Associate
Wealth Management

Wealth Management
All Teams
John T. Lytle

John T. Lytle

Senior Associate
Wealth Management

Wealth Management
All Teams
Gianna E. Nunn

Gianna E. Nunn

Analyst
Wealth Management

Wealth Management
All Teams
Devika Oza-Guenther

Devika Oza-Guenther

Associate
Wealth Management

Wealth Management
All Teams
Elizabeth Pappas, CPA

Elizabeth Pappas, CPA

Senior Associate
Wealth Management

Wealth Management
All Teams
Caroline Thompson

Caroline Thompson


Analyst
Wealth Management

Wealth Management
All Teams
Jennifer Yang

Jennifer Yang

Associate
Wealth Management

Wealth Management
All Teams
Alex Zito

Alex Zito

Senior Associate
Wealth Management

Wealth Management
All Teams
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Chris Halaska

Chris Halaska

Chief Investment Officer

Leadership
Investment Management & Strategy
All Teams
Sarah Bracewell

Sarah Bracewell

Managing Director
Head of Investment Strategy Group

Leadership
Investment Management & Strategy
All Teams
Henry J. Lartigue, CFA

Henry J. Lartigue, CFA

Founding Partner
Investment Management

Leadership
Investment Management & Strategy
All Teams
Christopher D. Carter, CFA

Christopher D. Carter, CFA

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Austin Curley

Austin Curley

Associate
Investment Management

Investment Management & Strategy
All Teams
Jason Danziger, CFP, CPA

Jason Danziger, CFP, CPA

Director
Investment Strategy

Investment Management & Strategy
All Teams
Stefan Gräter, PhD, CFA, CFP

Stefan Gräter, PhD, CFA, CFP

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Jonathan H. Lewis

Jonathan H. Lewis

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Blake McWherter

Blake McWherter

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Joy Neely

Joy Neely

Director
Investment Strategy

Investment Management & Strategy
All Teams
Franklin Ruben

Franklin Ruben

Managing Director
Investment Management

Investment Management & Strategy
All Teams
Ingrid Tang, CFA, CAIA

Ingrid Tang, CFA, CAIA

Senior Associate
Investment Management

Investment Management & Strategy
All Teams
Will Thomson

Will Thomson

Senior Associate
Investment Management

Investment Management & Strategy
All Teams
Kayla Wieding

Kayla Wieding

Director
Investment Strategy

Investment Management & Strategy
All Teams
Madison Woodward

Madison Woodward

Managing Director
Investment Management

Investment Management & Strategy
All Teams
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Christina Ibrahim, JD

Christina Ibrahim, JD

Chief Operating Officer

Leadership
Operations & Administration
All Teams
Lorraine Becker

Lorraine Becker

Director
Operations & Administration

Operations & Administration
All Teams
Dina Bridy

Dina Bridy

Director
Operations & Administration

Operations & Administration
All Teams
Armethia Carr

Armethia Carr

Associate
Operations & Administration

Operations & Administration
All Teams
Jeff Dieter

Jeff Dieter

Associate
Operations & Administration

Operations & Administration
All Teams
Phan Phan Duong

Phan Phan Duong

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Scott Gilley, CPA

Scott Gilley, CPA

Director
Finance & Accounting

Operations & Administration
All Teams
Ravid Gold, CFA

Ravid Gold, CFA

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Alex Hale

Alex Hale

Associate
Finance & Accounting

Operations & Administration
All Teams
Wyatt L. Hogan

Wyatt L. Hogan

Managing Director
General Counsel

Operations & Administration
All Teams
Jessica F. Lim

Jessica F. Lim

Director
Operations & Administration

Operations & Administration
All Teams
Dave Lumb

Dave Lumb

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Erin Marzouki

Erin Marzouki

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Dianne M. Maurice

Dianne M. Maurice

Senior Associate
Finance & Accounting

Operations & Administration
All Teams
Jessica A. Meadows

Jessica A. Meadows

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
José Medina

José Medina

Managing Director
Operations & Administration

Operations & Administration
All Teams
Jody N. Nguyen

Jody N. Nguyen

Senior Associate
Operations & Administration

Operations & Administration
All Teams
Stacey Ostrom

Stacey Ostrom

Director
Operations & Administration

Operations & Administration
All Teams
Shereata Pontius

Shereata Pontius

Senior Associate
Operations & Administration

Operations & Administration
All Teams
David Warhoftig

David Warhoftig

Managing Director
Operations & Administration

Operations & Administration
All Teams
Olivia R. Wethington

Olivia R. Wethington

Senior Associate

Operations & Administration

Operations & Administration
All Teams
Tarius D. Williams

Tarius D. Williams

Director
Operations & Administration

Operations & Administration
All Teams
Hollis Wood

Hollis Wood

Office Coordinator
Operations & Administration

Operations & Administration
All Teams
Tammy Woytek

Tammy Woytek

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
Katie L. Young

Katie L. Young

Executive Assistant
Operations & Administration

Operations & Administration
All Teams
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  • 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

We passionately pursue, embrace, and develop the best talent in the industry.