Executive Team
John Chatmas
Chief Executive Officer
Don Simoneaux
President & Chief Investment Officer
Adam Rose
Chief Technology Officer
Bennett Woodward
Chief Market Strategist
Dan DeGrave
Executive Vice President of Operations
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 Johnsen
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 March 30th
Last week’s momentary optimism following Trump’s announcement to pause attacks on Iran was short-lived, leading to another week of[…]
Private Credit Market Update
Private credit has grown from a niche institutional asset class into one of the most widely allocated segments of[…]
Last Week on Wall Street – March 28th, 2026
S&P 500: -2.12% DOW: -0.83% NASDAQ: -3.24% 10-YR Yield: 4.43%