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James A. West, CFA

Chief Executive Officer, Chief Investment Officer, Equity Strategies

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Darrell Horn

Director

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Richard Finch

DIRECTOR

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Morgan Sanders

Chief Compliance Officer

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Christopher Prest

Portfolio Manager

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Troy Willis, J.D., CFA

Chief Investment Officer, Municipal Bond Strategies

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Joseph Gulli

Director Of Credit Research, Municipal Bond Strategies

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Charlie Pulire, CFA

Senior Portfolio Manager, Municipal Bond Strategies

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Nicholas Henry, MBA

Portfolio Director, Municipal Bond Strategies

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David Weiner

Managing Partner

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Eric Sellinger

Managing Partner

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Everett Price

Portfolio Manager

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John D. Edwards, CFA

MANAGING PARTNER

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949 S SHADY GROVE RD, STE. 402
MEMPHIS, TN 38120
P. TOLL FREE: 844.678.6900

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