Executive Team
John Chatmas
Chief Executive Officer
Don Simoneaux
President & Director of Alternative Investments
Adam Rose
Chief Technology Officer
Bennett Woodward
Chief Investment Officer
Alex Buchanan
Full Stack Engineer
Earline Chapa
Director – Client Relations
Christi Chatmas
Director of Advisor Relationships & Strategic Transitions
Taylor Chatmas
Marketing Manager
Wendy Cook
Client Service Associate
Nora Dyer
Investment Operations Manager
Randy Flowers, CFA
Vice President of Investments & Portfolio Manager
Jordan Goforth
Client Service Associates
Layne Grissom
Controller
Andrew Johnson
Managing Director
Eric Kane
Client Associate
Ella Kisluk
Executive Assistant
Michelle Kultgen
Family Office Services Managing Director
Henry Looney
Investment Analyst
Mark McAdams
Director of Family Office Services
Evette Mock-Hernandez, CRPC®
Senior Relationship Manager
Logan Moulton, CFA
President of IWS & Portfolio Manager
Sajal Mutter
Junior Analyst
David Sabonghy
Senior Wealth Advisor
Josh Teeters
SVP of Partnerships
RESEARCH & INSIGHTS
This Week on Wall Street – Week of December 8th
MARKET COMMENTARY The December rally stood tall with all major indexes closing higher last week. While the upcoming week[…]
Domestic Equities Analysis: A Practical Guide
Get practical tips for domestic equities analysis, including key metrics, sector trends, and actionable steps to strengthen your investment
A Thoughtful Investing Approach: Principles & Strategy
A thoughtful investing approach aligns your financial goals with your values. Learn key principles and practical strategies for building[…]