Our cohesive team leverages its significant expertise, experience, and network of professional service providers to provide our Investors and Sponsors with excellent service and responsiveness, with the goal of exceeding their expectations.

Investment Team

Charles Preston
Managing Director
Ron Harris
Managing Director
William Glasgow
Principal | Managing Director
Will Russell
Vice President

Back Office Administration

Shelley McAfee
Principal | Chief Operating Officer
Crystal Matthews
Chief Financial Officer
Melissa Kasper
Chief Compliance Officer
Ryan Donelson
Executive Administrator
Cathy Curtis
Office & Property Administrator
Barbara Gilbert
Back Office Controller
Tonya Green
Cash Management & Billing
Yomaris Masterton
Fund Controller
Amanda Mayer
Manager of Taxation & Family Offices