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Team Atlanta Office Info

3290 Northside Parkway NW, 7th Floor
Atlanta, GA 30327


PHONE NUMBER: 404 881-3400

TOLL FREE: 866 517-3400

FAX NUMBER: 404 816-7143

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Team Atlanta Employees List


W. Scott Thompson III, CTFA, Managing Director & Southeast Regional Team Executive


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

Sam A. Adams, Vice President & Relationship Manager

Daniel Blaustein, CFP®, Vice President

Giovanni Boccia, CFP®, Vice President & Relationship Manager

Duncan M. Edwards, CFP®, Vice President & Relationship Manager

Robert P. Gaudette, CTFAVice President & Client Service Manager

Katherine A. Simmons, CTFA, Vice President

Brent L. Taylor, CFP®, Vice President & Director, Foundations & Endowments

Joe Wright, Vice President

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

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


Micaela Luckovich Campbell, Vice President 

Thomas A. Mantone, Head Equity Trader

Frances Boatwright, Managing Director, Wealth Trading