OUR TEAM

JOSEPH G. MICHALETZ

Founder and Chief Executive Officer

CRAIG COVINGTON

President, Chief Due Diligence Officer

MIKE O’TOOLE

Executive Vice President

MATTHEW INGBER

Chief Operating Officer

ERNEST G. STRAUSS IV

Chief Compliance Officer

CANDACE BROWN

Vice President of Operations

Ana Carter

Chief Financial Officer, FINOP

John Martin

SVP - Wealth Management

Lauren Richards

SVP - Investment Products

BRIDGET OSLUND

Operations Analyst, Administrative Associate

AMANDA INGWERSEN

Marketing and Operations Associate

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Atlanta, GA 30345

T 404.531.7080 TF 833.594.0370

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