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Bonnie Green

Bonnie
Green

Office Assistant

Jason Fertitta

Jason Fertitta

President / Partner
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Billy Busch

Billy Busch

Senior Managing Director / Partner
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Robert Wellington

Robert Wellington

CFO / Partner
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Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Partner
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Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Partner
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Team

David M. Darst, CFA®

David M. Darst, CFA®

Chief Investment Officer
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Alex Zengo

Alex Zengo

Chief Compliance Officer
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Michael Mithoff

Michael Mithoff

Managing Director / Head of Private Equity
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Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor
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Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor
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Johnathan Schnitzer

Johnathan Schnitzer

Private Wealth Advisor
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Benjamin Athens

Benjamin Athens

Associate Vice President / Portfolio Manager
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Gabe Cassell

Gabe Cassell

Private Wealth Advisor
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Madison Broyles

Madison Broyles

Private Wealth Advisor
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Paul Schaufele

Paul Schaufele

Private Wealth Advisor
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Melissa Giles, CFP®

Melissa Giles, CFP®

Associate VP / Portfolio Manager
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Fatina Benjamin

Fatina Benjamin

Associate VP / Relationship Specialist
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Shannon Griffin

Shannon Griffin

Associate VP / Relationship Specialist
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Stacey Ostrom

Stacey Ostrom

Relationship Specialist
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Sheena Busch

Sheena Busch

Associate / Relationship Specialist
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Kirgan Hopkins

Kirgan Hopkins

Analyst
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Bonnie Green

Bonnie Green

Office Assistant
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