Experienced leaders
Joshua Ireland
Chief Executive Officer
Andrew Taylor
Principal
Drew Echternach
CFA | CAIA | CFP®Vice President
Katie Marchetti
Head of Strategic Partnerships
Mark Reed
Managing Director John M. Belk Endowment
Corey Hammonds
Chief Operating/Credit Officer Citizens Bank
Chief Executive Officer Jefferson Bridge Capital
Will Edwards Settle
Principal Woodmont Investment Counsel
Danielle Oristian York
Executive Director 21/64
