The Power of 
Human Capital

Our factor emanates from the considerable investment acumen, experience and diverse perspectives of our team; imbued by a deep passion for doing the right thing for our clients and each other.

Tina Byles Williams

Tina Byles Williams

CEO & CIO | Founder

McCullough Williams, III

McCullough Williams, III

President & Chief Operating Officer

Tina Byles Williams

Tina Byles Williams

CEO & CIO | Founder

Charles L. Curry, Jr.

Charles L. Curry, Jr.

Managing Director
Senior Portfolio Manager, US Fixed Income
Randolph Lestyk

Randolph Lestyk

Director
Portfolio Manager, US Fixed Income
Adam Choppin, CFA, APFI

Adam Choppin, CFA, APFI

Vice President
Assistant Portfolio Manager
Multi-Manager Strategies
Isaac H. Green, CFA

Isaac H. Green, CFA

Senior Managing Director
Investment Strategist
Thomas Quinn, CFA

Thomas Quinn, CFA

Managing Director
Senior Portfolio Manager, Tactical and Multi-Manager Strategies
Cameron F. McLennan, CFA

Cameron F. McLennan, CFA

Director
Portfolio Manager, Systematic Global Equities
Sumali Sanyal, CFA

Sumali Sanyal, CFA

Managing Director
Senior Portfolio Manager, Systematic Global Equities
Noel McElreath, CFA

Noel McElreath, CFA

Director
Portfolio Manager, US Fixed Income
Tracy Cao, CFA

Tracy Cao, CFA

Vice President
Team Lead Manager Research
Multi-Manager Strategies
Shalonda Epps, CIPM®

Shalonda Epps, CIPM®

Director
Portfolio Operations and Reporting

Omaar Poitevien

Omaar Poitevien

Senior Operations Research Analyst
Manager Ops Due Diligence
Sean Golliher

Sean Golliher

Vice President
Operations
Denise E. Vellutato, CIPM®

Denise E. Vellutato, CIPM®

Vice President
Portfolio Operations
Cesar Gonzales, Jr., CMFC

Cesar Gonzales, Jr., CMFC

Director
Manager Development and Client Portfolio Manager
McCullough Williams, III

McCullough Williams, III

President & Chief Operating Officer

Genie Logue

Genie Logue

Chief Financial Officer
David Andrade

David Andrade

Chief Technology Officer
General Manager of Aapryl
Shelley Simms, Esq., IACCP ®

Shelley Simms, Esq., IACCP ®

General Counsel
Chief Compliance Officer
Michelle Goss

Michelle Goss

Director
Human Resources
Marion White, CPA

Marion White, CPA

Vice President
Finance
Shelley Simms, IACCP

Shelley Simms, IACCP

Senior Vice President General Counsel, CCO

Elisha Jennings, IACCP®

Elisha Jennings, IACCP®

Chief Compliance Officer

Natalie Stephenson

Natalie Stephenson

TBD

Robert Morier

Robert Morier

Director

Kila D. Weaver

Kila D. Weaver

Vice President

Dennis McCaskill, Jr.

Dennis McCaskill, Jr.

Vice President

Clarissa Parker

Clarissa Parker

Vice President

Tina Byles Williams

Tina Byles Williams

CEO & CIO | Founder

Fred G. Choate

Fred G. Choate

Independent Board Member

McCullough Williams, III

McCullough Williams, III

President & Chief Operating Officer

Donna James

Donna James

Independent Board Member

Isaac H. Green, CFA

Isaac H. Green, CFA

Senior Managing Director
Investment Strategist
Obie McKenzie

Obie McKenzie

Independent Board Member