Atlanta
3290 Northside Parkway NW, 7th Floor
Atlanta, GA 30327
PHONE NUMBER: 404 881-3400
TOLL FREE: 866 517-3400
FAX NUMBER: 404 816-7143
OFFICE HEAD:
W. Scott Thompson III, CTFA, Managing Director & Southeast Regional Team Executive
WEALTH MANAGEMENT TEAM:
Charles R. Hoke, CFA, Managing Director & Senior Relationship Manager
Beth McRae Mayfield, Managing Director & Senior Wealth Strategist
Halsey O. Schreier, Managing Director & Senior Wealth Strategist
Emily E. Wheeler, Managing Director
Leah M. Caracheo, CTFA, Senior Vice President & Family Office Executive
Victoria "Tori" G. Hood, CTFA, Senior Vice President & Senior Client Service Manager
Leslie S. Kehoe, Senior Vice President & Senior Wealth Strategist
Christopher E. Procise, Senior Vice President & Family Office Privately Held Investments Manager
Whitacre Mansfield, Senior Vice President
Katherine A. Simmons, CTFA, Vice President
Joe Wright, Vice President
Sam A. Adams, Vice President & Relationship Manager
Giovanni Boccia, CFP®, Vice President & Relationship Manager
Duncan M. Edwards, CFP®, Vice President & Relationship Manager
Robert P. Gaudette, CTFA, Vice President & Client Service Manager
Brent L. Taylor, CFP®, Vice President & Director, Foundations & Endowments
Daniel Blaustein, CFP®, Associate Vice President & Client Analyst
Kelly D. Daniels, Associate Vice President & Senior Client Service Associate
Catherine M. Armstrong, Senior Associate
Matthew P. Manley, Senior Associate
Mary-Mac Hailey, Associate & Client Analyst
Crystal L. Herring, Associate
Kendall A. Jabaley, Associate
FIRM LEADERS & Team Members:
John S. Markwalter Jr., Chief Executive Officer
Linda S. Beerman, Head of Wealth Strategies
Mary Sloane Costabile, Vice President
Jennifer L. Platte, Vice President
Julia M. Beisel, Executive Director, Business Transformation
Wayne K. DeWitt Jr., Managing Director & General Counsel
Lenore W. Cusick, Managing Director
Carolyn C. Donnelly, Executive Director of Client Initiatives
Abigail R. Smith, Corporate Paralegal
Emily M. Douglas, Senior Compliance Officer
Roza Rivanshokooh, Senior Compliance Specialist
INVESTMENT TEAM:
Micaela Luckovich Campbell, Vice President
Thomas A. Mantone, Head Equity Trader
Frances Boatwright, Managing Director, Wealth Trading