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Bonnie
Green
Office Assistant
Jason Fertitta
President / Partner
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Billy Busch
Senior Managing Director / Partner
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Robert Wellington
CFO / Partner
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Sheldon Busch, CFP®
Managing Director / Partner
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Josh Caltrider, CIMA®
Managing Director / Partner
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Team
David M. Darst, CFA®
Chief Investment Officer
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Alex Zengo
Chief Compliance Officer
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Michael Mithoff
Managing Director / Head of Private Equity
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Bobby Jones
Managing Director / Private Wealth Advisor
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Robert Muse
Managing Director / Private Wealth Advisor
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Johnathan Schnitzer
Private Wealth Advisor
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Benjamin Athens
Associate Vice President / Portfolio Manager
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Gabe Cassell
Private Wealth Advisor
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Madison Broyles
Private Wealth Advisor
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Paul Schaufele
Private Wealth Advisor
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Melissa Giles, CFP®
Associate VP / Portfolio Manager
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Fatina Benjamin
Associate VP / Relationship Specialist
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Shannon Griffin
Associate VP / Relationship Specialist
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Stacey Ostrom
Relationship Specialist
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Sheena Busch
Associate / Relationship Specialist
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Kirgan Hopkins
Analyst
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Bonnie Green
Office Assistant
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