AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Exchange Traded Funds (ETFs)
High Net-Worth Investment Advisory
Investment Manager Selection
Portfolio Management
Private Equity
Risk Management
Value Investing
SOURCE BOOK
2016
OTHER AREAS OF EXPERTISE
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INDEX TO PROFESSIONALS
Allen, Russ
Hope, II, William H.
Palladino, Dan
Bolen, Bill
Hultstrom, David E.
Raish, Travis
Bush, Nancy A.
Johnsen, Gregory C.
Capouya, Jennifer
Kays , Scott A.
AREAS OF EXPERTISE
Raychaudhury, Anushree
Cronin, M. Kevin
Asset Allocation
Roberts,
Economic Forecasts
& MarketAndy
Analysis
Exchange Traded Funds (ETFs)
Kejriwal, Aradhana
Sadler, B.
Scott
High Net-Worth Investment
Advisory
Investment Manager Selection
Kennedy, Dyer
Silberman, Gregory
Portfolio Management
Kimball, Curtis
Private Equity
Spick, Gregory
Risk Management
Lang, Stephanie
Value Investing
Cushman, Jackie
Lerner, Keith
Davenport, Stephen P.
Lina, Jason
Dunn, Anna
Lohn, Anna-Fay
Evans, Sam
Macey , Rex
Farr, Dorsey D.
Mallory, Drew
Froshin, Kelly Thumel
Mayfield, Ric
Gallison, Thayer
Mayoue , Marcia M.
Gary, Frank
Mazitova, Natalia
Guenther, Molly
Nobles, Robert
Wright, Margaret
Heald, Tom
Omalley, Garrett
Yin, Liz
Heller, Dr. Robert W.
ORielly, Will
Chen, George
Crenshaw, Scott
Crews, Andrew
Sroka, Joseph
Townsend, Tyler
Tulley, Fred
Uys, J. Peter
Walter, Perry
Wilson, Don
Wolle, Scott
Wright, Dan
OTHER AREAS OF EXPERTISE
Yucius,
, David
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Russ Allen CFA
Berman Capital
[email protected]
404-554-0454
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Exchange Traded Funds (ETFs)
High Net-Worth Investment Advisory
Investment Manager Selection
Portfolio Management
Private Equity
Risk Management
Value Investing
OTHER AREAS OF EXPERTISE
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AS F I P S O U RC E BOO K
Bill Bolen CFA
Homrich Berg
[email protected]
404-264-1400
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
High Net-Worth Investment Advisory
Personal Financial Planning
Portfolio Management
OTHER AREAS OF EXPERTISE
Alternative Investments
AS F I P S O U RC E BOO K
Nancy A. Bush CFA
NAB Research, LLC
[email protected]
706-438-3098
AREAS OF EXPERTISE
Banking & Financial Services
Equity Research
AS F I P S O U RC E BOO K
Jennifer Capouya CFA
SunTrust Bank
[email protected]
404-788-1301
AREAS OF EXPERTISE
Asset Allocation
Banking & Financial Services
High Net-Worth Investment Advisory
Portfolio Management
AS F I P S O U RC E BOO K
George Chen CFA
FDx Advisors
[email protected]
404-790-4220
AREAS OF EXPERTISE
Exchange Traded Funds (ETFs)
Global Investment Performance
Investment Manager Selection
AS F I P S O U RC E BOO K
Scott Crenshaw CFA
SoundRiver Advisors
[email protected]
434-981-5430
AREAS OF EXPERTISE
Asset Allocation
High Net-Worth Investment Advisory
Investment Manager Selection
Portfolio Management
Risk Management
OTHER AREAS OF EXPERTISE
Alternatives / Hedge Funds
AS F I P S O U RC E BOO K
Andrew Crews CFA
West Paces Advisors, LLC
[email protected]
404-478-3034
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
High Net-Worth Investment Advisory
Portfolio Management
AS F I P S O U RC E BOO K
M. Kevin Cronin CFA
Invesco
[email protected]
404-439-3070
AREAS OF EXPERTISE
Asset Allocation
Asset / Liability Management
Banking & Financial Services
Business Valuation
Corporate Finance
Economic Forecasts & Market Analysis
Emerging Markets
Endowments & Foundations
Energy
Equity Research
Exchange Traded Funds (ETFs)
Fixed Income/Capital Markets
Global Investment Performance
Standards (GIPS®)
High Net-Worth Investment Advisory
Institutional Investment Practices
Investment Manager Selection
Management Consulting
Operations Due Diligence
Personal Financial Planning
Portfolio Management
Private Equity
Real Estate & Real Estate Investment
Trusts (REITs)
Risk Management
Technology
Trading & Transaction Costs
Sustainable Investment Strategy
Value Investing
OTHER AREAS OF EXPERTISE
AS F I P S O U RC E BOO K
Global Head of Trading
Jackie Cushman CFA
Cushman Enterprises
[email protected]
404-317-7120
AREAS OF EXPERTISE
Corporate Finance
OTHER AREAS OF EXPERTISE
Board and Advisory Board work, Politics
AS F I P S O U RC E BOO K
Stephen P. Davenport CFA
SunTrust
[email protected]
678-519-7506
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Equity Research
High Net-Worth Investment Advisory
Portfolio Management
Risk Management
Value Investing
OTHER AREAS OF EXPERTISE
Derivatives and listed equity option strategies
AS F I P S O U RC E BOO K
Anna Dunn CFA
Alpha Capital Management
[email protected]
404-604-2294
AREAS OF EXPERTISE
Asset Allocation
Investment Manager Selection
Portfolio Management
OTHER AREAS OF EXPERTISE
Alternatives
AS F I P S O U RC E BOO K
Sam Evans CFA
Evans Wealth Management
[email protected]
770-828-8303
AREAS OF EXPERTISE
Asset Allocation
High Net-Worth Investment Advisory
Personal Financial Planning
Portfolio Management
OTHER AREAS OF EXPERTISE
Retirement & Tax Planning
AS F I P S O U RC E BOO K
Dorsey D. Farr CFA
kdhb V Capital Management, LLC
[email protected]
404-822-8003
AREAS OF EXPERTISE
“Asset Allocation
Economic Forecasts & Market Analysis
Endowments & Foundations
Institutional Investment Practices
Portfolio Management
Value Investing
AS F I P S O U RC E BOO K
Kelly Thumel Froshin
SunTrust Private Wealth Management
[email protected]
404-813-7470
AREAS OF EXPERTISE
Asset Allocation
Asset / Liability Management
Economic Forecasts & Market Analysis
High Net-Worth Investment Advisory
Investment Manager Selection
Personal Financial Planning
Portfolio Management
Risk Management
Sustainable Investment Strategy
Value Investing
OTHER AREAS OF EXPERTISE
Certified Retirement Income Planning
AS F I P S O U RC E BOO K
Thayer Gallison CFA
AIG Advisor Group
[email protected]
404-723-7218
AREAS OF EXPERTISE
Banking & Financial Services
Economic Forecasts & Market Analysis
Energy
Equity Research
High Net-Worth Investment Advisory
Investment Manager Selection
Portfolio Management
Private Equity
Real Estate & Real Estate Investment
Trusts (REITs)
AS F I P S O U RC E BOO K
Frank Gary CFA
Regions Bank
[email protected]
404-995-7695
AREAS OF EXPERTISE
Banking & Financial Services
Risk Management
OTHER AREAS OF EXPERTISE
L3FD
AS F I P S O U RC E BOO K
Molly Guenther CFA
A. Montag & Associates
[email protected]
678-539-8238
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Personal Financial Planning
Portfolio Management
AS F I P S O U RC E BOO K
Tom Heald CFA
Eads & Heald Investment Counsel
[email protected]
770-988-9556
AREAS OF EXPERTISE
High Net-Worth Investment Advisory
Portfolio Management
AS F I P S O U RC E BOO K
Dr. Robert W. Heller CFA
University of Georgia
[email protected]
678-570-3595
AREAS OF EXPERTISE
Business Valuation
Corporate Finance
Private Equity
AS F I P S O U RC E BOO K
William H. Hope, IICFA
WHHope Law, LLC
[email protected]
404-626-2812
AREAS OF EXPERTISE
Global Investment Performance
Operations Due Diligence
Trusts (REITs)
Risk Management
OTHER AREAS OF EXPERTISE
Over-the-counter derivatives and other structured
financial products; securities law and compliance
AS F I P S O U RC E BOO K
David E. Hultstrom CFA
Financial Architects, LLC
[email protected]
770-517-8160
AREAS OF EXPERTISE
Asset Allocation
High Net-Worth Investment Advisory
Personal Financial Planning
Portfolio Management
AS F I P S O U RC E BOO K
Gregory C. Johnsen CFA
Eastgate Advisors,llc
[email protected]
770-841-3000
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Investment Manager Selection
Risk Management
OTHER AREAS OF EXPERTISE
Private Family Investment Office Investment
Management
AS F I P S O U RC E BOO K
Scott A. Kays CFA
Financial Advisory Corporation
[email protected]
770-951-9001
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Equity Research
Exchange Traded Funds (ETFs)
High Net-Worth Investment Advisory
Personal Financial Planning
Portfolio Management
Sustainable Investment Strategy
Value Investing
AS F I P S O U RC E BOO K
Aradhana Kejriwal CFA
GV Financial Advisors
[email protected]
404-245-7450
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
High Net-Worth Investment Advisory
Investment Manager Selection
Operations Due Diligence
Portfolio Management
Risk Management
Value Investing
AS F I P S O U RC E BOO K
Dyer Kennedy
Divergence Analysis Inc
[email protected]
404-975-1770
AREAS OF EXPERTISE
Economic Forecasts & Market Analysis
Equity Research
Portfolio Management
Risk Management
Technology
AS F I P S O U RC E BOO K
Curtis Kimball CFA
Willamette Management Associates
[email protected]
404-475-2307
AREAS OF EXPERTISE
Business Valuation
Corporate Finance
High Net-Worth Investment Advisory
Private Equity
OTHER AREAS OF EXPERTISE
Intellectual property - Patents - Trademarks Tradenames
AS F I P S O U RC E BOO K
Stephanie Lang CFA
Homrich Berg
[email protected]
404-264-1400
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Energy
Exchange Traded Funds (ETFs)
Fixed Income/Capital Markets
High Net-Worth Investment Advisory
Investment Manager Selection
Operations Due Diligence
Portfolio Management
Private Equity
Real Estate & Real Estate Investment
Risk Management
AS F I P S O U RC E BOO K
Keith Lerner CFA
SunTrust
[email protected]
404-813-5001
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Portfolio Management
OTHER AREAS OF EXPERTISE
As Chief Market Strategist my main focus is on
global market outlook, opportunities, and trends
AS F I P S O U RC E BOO K
Jason Lina CFA
Resource Planning Group
[email protected]
770-671-9500
AREAS OF EXPERTISE
Asset Allocation
Personal Financial Planning
OTHER AREAS OF EXPERTISE
Tax Planning, Retirement Planning, Estate Planning
AS F I P S O U RC E BOO K
Anna-Fay Lohn CFA
Market Line Associates
[email protected]
912-224-8315
AREAS OF EXPERTISE
Asset / Liability Management
Banking & Financial Services
Risk Management
OTHER AREAS OF EXPERTISE
Relationship Profitability
AS F I P S O U RC E BOO K
Rex Macey CFA
Red Tortoise, LLC
[email protected]
404-667-0328
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
Personal Financial Planning
Portfolio Management
Risk Management
OTHER AREAS OF EXPERTISE
Tax efficient investing
AS F I P S O U RC E BOO K
Drew Mallory CFA
Reliance Trust Company
[email protected]
AREAS OF EXPERTISE
Asset Allocation
Banking & Financial Services
Equity Research
Exchange Traded Funds (ETFs)
High Net-Worth Investment Advisory
Management Consulting
Portfolio Management
AS F I P S O U RC E BOO K
Ric Mayfield CFA
SunTrust
[email protected]
404-724-3121
AREAS OF EXPERTISE
Asset Allocation
Emerging Markets
Exchange Traded Funds (ETFs)
High Net-Worth Investment Advisory
Investment Manager Selection
Portfolio Management
Private Equity
Real Estate & Real Estate Investment
Sustainable Investment Strategy
AS F I P S O U RC E BOO K
Marcia M. Mayoue CFA
Buckhead Investment Partners
[email protected]
770-366-5705
AREAS OF EXPERTISE
Asset Allocation
Endowments & Foundations
High Net-Worth Investment Advisory
Personal Financial Planning
Private Equity
AS F I P S O U RC E BOO K
Natalia Mazitova CFA
SunTrust
[email protected]
404-610-2557
AREAS OF EXPERTISE
Banking & Financial Services
Investment Manager Selection
Risk Management
OTHER AREAS OF EXPERTISE
Alternative Investments
AS F I P S O U RC E BOO K
Robert Nobles CFA
Synovus
[email protected]
706-987-7808
AREAS OF EXPERTISE
Asset Allocation
Banking & Financial Services
Economic Forecasts & Market Analysis
Endowments & Foundations
High Net-Worth Investment Advisory
Personal Financial Planning
Portfolio Management
AS F I P S O U RC E BOO K
Garrett O’Malley CFA
SunTrust Robinson Humphrey
[email protected]
404-439-7315
AREAS OF EXPERTISE
Banking & Financial Services
Business Valuation
Corporate Finance
Fixed Income/Capital Markets
Private Equity
Risk Management
OTHER AREAS OF EXPERTISE
Corporate Credit Analysis
AS F I P S O U RC E BOO K
Will ORielly
SunTrust
[email protected]
404-813-7465
AREAS OF EXPERTISE
Asset Allocation
High Net-Worth Investment Advisory
Investment Manager Selection
OTHER AREAS OF EXPERTISE
Turnkey Asset Management Platforms
AS F I P S O U RC E BOO K
Dan Palladino CFA
Jefferies LLC
[email protected]
770-380-2164
AREAS OF EXPERTISE
Asset Allocation
Equity Research
Investment Manager Selection
Portfolio Management
Value Investing
AS F I P S O U RC E BOO K
Travis Raish CFA
Circa Capital
[email protected]
770-500-0888
AREAS OF EXPERTISE
Asset Allocation
Equity Research
Investment Manager Selection
Portfolio Management
Value Investing
AS F I P S O U RC E BOO K
Anushree Raychaudhury
Clearpoint
[email protected]
952-288-6299
AREAS OF EXPERTISE
Asset Allocation
Asset / Liability Management
Banking & Financial Services
Fixed Income/Capital Markets
High Net-Worth Investment Advisory
Personal Financial Planning
Portfolio Management
Risk Management
Sustainable Investment Strategy
Value Investing
AS F I P S O U RC E BOO K
Andy Roberts
Cresa
[email protected]
404-446-1866
AREAS OF EXPERTISE
Trusts (REITs)
OTHER AREAS OF EXPERTISE
Commercial Real Estate
AS F I P S O U RC E BOO K
B. Scott Sadler CFA
Boardwalk Capital Management
[email protected]
404-307-3003
AREAS OF EXPERTISE
Emerging Markets
Energy
Exchange Traded Funds (ETFs)
High Net-Worth Investment Advisory
Personal Financial Planning
Portfolio Management
Sustainable Investment Strategy
OTHER AREAS OF EXPERTISE
Renewable and solar energy funds
AS F I P S O U RC E BOO K
Gregory SilbermanCFA
Atlanta Capital Group
[email protected]
404-991-7039
AREAS OF EXPERTISE
Asset Allocation
Equity Research
High Net-Worth Investment Advisory
Investment Manager Selection
Portfolio Management
Private Equity
AS F I P S O U RC E BOO K
Gregory Spick CFA
UPS
[email protected]
770-712-0498
AREAS OF EXPERTISE
Asset Allocation
Asset / Liability Management
Banking & Financial Services
Energy
Fixed Income/Capital Markets
Institutional Investment Practices
Investment Manager Selection
Portfolio Management
Private Equity
Real Estate & Real Estate Investment
Trusts (REITs)
Risk Management
AS F I P S O U RC E BOO K
Joseph Sroka CFA, CMT
NovaPoint Capital LLC
[email protected]
404-445-7885
AREAS OF EXPERTISE
Equity Research
High Net-Worth Investment Advisory
Portfolio Management
Value Investing
OTHER AREAS OF EXPERTISE
Technical Analysis
AS F I P S O U RC E BOO K
Tyler Townsend CFA
Townsend Wealth Management
[email protected]
706-221-8200
AREAS OF EXPERTISE
Asset Allocation
Endowments & Foundations
High Net-Worth Investment Advisory
Investment Manager Selection
Personal Financial Planning
Portfolio Management
OTHER AREAS OF EXPERTISE
Retirement Planning
AS F I P S O U RC E BOO K
Fred Tulley CFA
Colonial Pipeline
[email protected]
646-510-0649
AREAS OF EXPERTISE
Business Valuation
Corporate Finance
Energy
AS F I P S O U RC E BOO K
J. Peter Uys CFA
J.P. Brinker Uys & Co., LLC
[email protected]
404-588-9398 ask for Peter
AREAS OF EXPERTISE
Asset Allocation
Equity Research
High Net-Worth Investment Advisory
Investment Manager Selection
Personal Financial Planning
Portfolio Management
Risk Management
Technology
Trading & Transaction Costs
Value Investing
AS F I P S O U RC E BOO K
Perry Walter CFA
HDH Advisors LLC/Vinings Capital, Inc
[email protected]
770-790-5000
AREAS OF EXPERTISE
Business Valuation
Corporate Finance
Equity Research
Private Equity
AS F I P S O U RC E BOO K
Don Wilson CFA
Brightworth
[email protected]
404-489-3750
AREAS OF EXPERTISE
Asset Allocation
High Net-Worth Investment Advisory
Investment Manager Selection
Portfolio Management
AS F I P S O U RC E BOO K
Scott Wolle CFA
Invesco
[email protected]
404-439-3070
AREAS OF EXPERTISE
Asset Allocation
Asset / Liability Management
Banking & Financial Services
Business Valuation
Corporate Finance
Economic Forecasts & Market Analysis
Emerging Markets
Endowments & Foundations
Energy
Equity Research
Exchange Traded Funds (ETFs)
Fixed Income/Capital Markets
Global Investment Performance
Standards (GIPS®)
High Net-Worth Investment Advisory
Institutional Investment Practices
Investment Manager Selection
Management Consulting
Operations Due Diligence
Personal Financial Planning
Portfolio Management
Private Equity
Real Estate & Real Estate Investment
Trusts (REITs)
Risk Management
Technology
Trading & Transaction Costs
Sustainable Investment Strategy
Value Investing
OTHER AREAS OF EXPERTISE
AS F I P S O U RC E BOO K
Chief Investment Officer, Global Asset
Dan Wright CFA
Bank of America Merrill Lynch - STG Partners
[email protected]
404-231-6073
AREAS OF EXPERTISE
Asset Allocation
Corporate Finance
High Net-Worth Investment Advisory
Investment Manager Selection
Personal Financial Planning
Portfolio Management
Value Investing
AS F I P S O U RC E BOO K
Margaret Wright CFA
SunTrust
[email protected]
404-724-3467
AREAS OF EXPERTISE
Asset Allocation
Economic Forecasts & Market Analysis
High Net-Worth Investment Advisory
Institutional Investment Practices
Portfolio Management
AS F I P S O U RC E BOO K
Liz Yin CFA
Federal Reserve Bank of Atlanta
[email protected]
404-938-6181
AREAS OF EXPERTISE
Portfolio Management
Risk Management
OTHER AREAS OF EXPERTISE
model risk management, capital planning,
stress testing
AS F I P S O U RC E BOO K
David J. Yucius, Jr. CFA
Lebenthal Asset Management
[email protected]
770-226-5320
AREAS OF EXPERTISE
Equity Research
High Net-Worth Investment Advisory
Institutional Investment Practices
Investment Manager Selection
Portfolio Management
AS F I P S O U RC E BOO K