EDGE CAPITAL GROUP - Key Persons
Amanda joined Edge in 2007 as Director and Client Specialist and served as a vital connection between our clients, portfolio managers and investment advisors. In that role, she ensured a smooth transition process for new clients, was responsible for portfolio administration, facilitated internal and external marketing and events, and coordinated human resources. She was also instrumental in consolidating Edge's charitable giving to several local charities and causes for maximum impact in our community. In her current role as an Edge Ambassador, Amanda continues to serve a vital connection between clients and our team while bringing the Edge brand and mission to life.
The opportunity to build relationships and work with clients drew Amanda to the investment industry after she earned her Bachelor of Arts degree in Economics and Spanish at Hollins College in Virginia. She brings a wealth of experience, including a senior client service position with the highest-producing team at Morgan Stanley and assisting the Regional Manager at Credit Suisse. She interned at Bear Stearns in New York on the Equity Syndicate Desk and began her career in private wealth management at Morgan Stanley in New York. Amanda also served as Chief Administrative Officer for Octagon Advisory Group, an international hedge fund; was a Registered Sales Assistant in the Institutional Bond Department for Synovus Securities in Columbus, Georgia; and was the assistant to the Retail Branch Manager at Interstate/Johnson Lane in Atlanta, Georgia.
Although Amanda is a rare Atlanta native, she has also enjoyed living in both Aspen and Telluride, Colorado. In her free time, Amanda enjoys traveling and spending time with family and friends.
Amanda is a Client Service Associate located in the Dallas office and works closely with client specialists, portfolio managers and senior financial advisors to meet the daily needs of our clients. In her role, she assists with the onboarding of clients, account support services and maintenance, distributions and reporting.
She is passionate about building relationships with people and believes financial planning services is a great opportunity to have an impact.
Upon graduation from Texas A&M, Amanda earned her Bachelor of Science degree in Agricultural Economics and minored in Business and Financial Planning.
A Texas native, she is often found fishing with her niece at her family's east Texas ranch and supporting her Texas Aggies. Amanda is active in her church, enjoys traveling and being with her family and friends.
I am passionate about building intentional relationships and making a positive impact with the established value that you should treat others how you want to be treated. With that value instilled in me, I approach my role as a Client Specialist Associate by providing personalized service that creates space for team members to do more for our clients. Thus, strengthening each relationship and making a difference in their lives as well as the communities we serve.
Amy Tierney - COO, Managing Director
Job Titles:
- Director of Operations
- Managing Director
Amy serves as Edge's Managing Director, Director of Operations. Her primary focus is collaborating with executive leadership to implement the overarching vision and mission of the firm. Amy serves as a resource in all phases of the firm's management, operations, business development, and client service teams by strategically integrating processes and developing and deploying best-practice workflows designed to deliver operational excellence.
Amy graduated from the University of Houston and also earned a Masters in Business Administration (MBA) from The Citadel in Charleston, South Carolina. Additionally, she is a graduate of the Schwab Executive Leadership Program and has served on the TD Ameritrade Client Experience Board, the Schwab Technology, Operations, and Service Board and the Pershing Technology Advisor Board.
Amy is a well-rounded operations and client experience professional. She enjoys working collaboratively with all stakeholders to develop and implement processes designed to balance scalable growth and the delivery of a white-glove client experience. Prior to joining Edge, Amy spent 15 years with an Atlanta-based investment advisory firm serving in cross-functional leadership roles focused on client experience and operational excellence. Amy also served as VP, Relationship Manager in Bank of America's Premier Wealth Management Group, Registered Client Service Associate at Morgan Stanley, and in Investor Services at Van Kampen Funds.
Amy grew up in Houston, Texas and met her husband, Kevin, in Charleston, South Carolina. Moving to Atlanta in 2004, Amy and Kevin live in Roswell with their two children, Suzie and Edward, and two schnauzers, Lucy and Koko. The Tierneys enjoy cooking together, soccer and volleyball tournaments, and lots of time on the beach.
I am unwavering in my commitment to personal and professional growth utilizing an ongoing learning, curiosity, self-awareness, and coachable mindset as key pillars. My personal mission is to apply these pillars to drive collaboration to develop the 'how' of any idea or strategy. I diligently anticipate the needs and questions of stakeholders and bring calm, structure and planning to every project. At Edge, our pursuit of excellence demands critical and creative thinking, always, while upholding our fiduciary responsibilities, and bringing a cohesive team to help steward our clients' missions.
Job Titles:
- Director and Client Specialist
- Director, Client Specialist
Ann Claire is a Director and Client Specialist located in the Edge Capital's Tampa office. In her role, she works with the wealth advisors and portfolio managers to ensure that clients' needs are met on a daily basis.
She has over 20 years of industry experience in operations, technology and trading. Prior to joining our firm, she was with an Atlanta-based asset manager. Ann Claire loves serving her clients and fellow team members at Edge.
She grew up in Birmingham, Alabama and earned her Bachelor of Arts degree in English from Davidson College.
Her passion is for the great outdoors and enjoys hiking, kayaking and hunting for shells on the beach. Some of Ann Claire's favorite spots are the John Muir Trail, Mount Le Conte and Fort De Sota Park.
Job Titles:
- Partner and Director of Wealth Strategy
Anna Katharyn "AK" Hendrix is a Partner and Director of Wealth Strategy, beginning her career with Edge in 2010. She formerly led the Client Specialist Team and served on the Capital Advisory Committee.
AK graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Business Administration. While working full time, she also earned a Master of Personal Financial Planning degree from Georgia State University. Prior to joining Edge, she worked in a client service leadership role at Donaldson, Lufkin, and Jenrette, as well as in senior client service roles at Morgan Stanley and Credit Suisse. In addition, she owned Private Wealth Administrative Services and assisted a private family office.
AK works closely with Edge Senior Wealth Advisors to deliver customized planning solutions to clients, and she enjoys adding depth to the total client experience at Edge. AK is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 Uniform Investment Advisor license. She is also a member of the Financial Planning Association of Georgia.
AK lives in Roswell, Georgia with her husband, two teenage boys and two dogs. In her spare time, AK enjoys cooking, music and spending time with family and friends - especially fishing at the beach with her boys! She supports The Drake House, a local organization benefitting homeless mothers and their children and is a member of Metro Atlanta Women in Business for Good. Also, AK has become an asset in Edge's efforts to introduce financial literacy to local YMCAs through our partnership with Wealthy Habits.
Job Titles:
- Managing Director, Senior Financial Advisor
- Managing Director, Senior Wealth Advisor
- Member of the Board of Directors of the Tennessee Performing Arts Commission
Ansel joined Edge Capital to establish its Nashville office as Managing Director and Senior Wealth Advisor.
A Nashvillian for over 35 years, Ansel has devoted his professional life to protecting the financial and legal interests of high-net-worth individuals, whose own careers are as varied as those of international performer Keith Urban, cotton giant Billy Dunavant, and renowned surgeon and medical entrepreneur Dr. G. Patrick Maxwell.
He has spent most of his career in Nashville, most recently as the founder of his own law firm and entertainment management firm. He served as Head of Business Affairs for Capitol Records, Nashville, as Counsel to the law firm Neal and Harwell, and as General Counsel and member of the Board of Directors of Jacques Miller Inc., an NASD (now FINRA) registered broker-dealer and real estate syndication firm. In Atlanta, he was Co-Managing Partner of the Atlanta office of the multinational law firm Greenberg Traurig, and he served as General Counsel and Secretary of the world's largest cotton trader, Dunavant Enterprises, based in Memphis.
Ansel has served as a member of the Board of Directors of the Tennessee Performing Arts Commission, and member of the Board of Directors and Finance Committee of the Country Music Association, and is a member of the Tennessee Bar Association, Country Music Association, and Academy of Country Music.
My goal is to provide the same level of service in this industry as I did in the music management business, which is exemplified by the test of whether my clients are better off because we have worked together, than they otherwise would have been had we never met.
Barrett Karvis - CCO, Chief Compliance Officer, COO
Job Titles:
- CCO
- Chief Compliance Officer
- Chief Operating Officer
Barrett serves as Edge Capital's Chief Operating Officer and Chief Compliance Officer, charged with bringing energy and action to everything from talent management to the integration of new technologies. In this role, Barrett brings clarity and focus to Edge's overarching firm strategy.
A graduate of Oglethorpe University in Atlanta, he was a Captain and point guard on the men's basketball team. Barrett earned an Executive Master in Business Administration (EMBA) from the Michael J. Coles College of Business at Kennesaw State University.
Prior to joining our firm, Barrett held leadership positions with Courtroom Connect, a professional services company that invests in technology solutions and platforms that transform the way attorneys prepare for, participate in, and learn from litigation.
A Florida native, Barrett met his wife, Heather while attending Oglethorpe, where she was a standout on the women's basketball team. Heather is the Assistant Head of School at Whitefield Academy in Atlanta. Barrett and Heather have two daughters, Ava and Aubry, and two Labrador sisters, Sadie and Jordan.
Job Titles:
- Founding Partner, Senior Financial Advisor
- Founding Partner, Senior Wealth Advisor, and Member of the Investment Team
As a Founding Partner, Senior Wealth Advisor, and member of the Investment Team for Edge Capital, Bert brings over 30 years of industry experience to our private and institutional clients. He takes great pride in learning the individual needs of our clients and has formed many enduring friendships in the process.
Born and raised in Atlanta, Bert had an early interest in financial markets, which led him to earn a Bachelor of Arts degree in Economics from the University of Vermont and a Master of Business Administration from the Amos Tuck School of Business Administration at Dartmouth College. Before co-founding Edge, Bert spent 25 years with the Private Wealth Management division of Goldman Sachs, where he started in Dallas and was then Regional Manager of the Miami and Atlanta offices.
Bert is married to Betsy, and they have a daughter working in the financial industry in New York and a son and daughter-in-law working in Park City, Utah. Bert enjoys spearfishing in the Bahamas and spending time outdoors.
Job Titles:
- Managing Director, Senior Financial Advisor
- Managing Director, Senior Wealth Advisor
Brad is a Managing Director and Senior Wealth Advisor with Edge Capital Group. In his role, he is responsible for delivering comprehensive wealth management services to our clients.
Prior to joining the firm, Brad spent 13 years as a Private Wealth Advisor in the Investment Management Division at Goldman Sachs where he was responsible for managing over $2 billion in assets for a select number of individuals, families, and business owners.
Prior to his role as Vice President at Goldman Sachs, Brad obtained his MBA from The Cox School of Business at Southern Methodist University. Before receiving his MBA at SMU, he played five years of professional hockey in the Washington Capitals organization of the National Hockey League. Brad has a BA in Economics from Princeton University where he was a four-year member of the Men's Ice Hockey team and a member of the University Cottage Club.
In the community, he is an avid supporter of Teach for America and is a board member of Hockey Players for Kids, serving as a mentor to underprivileged children through academics and athletics.
Brad is married with two children, Connor and Caroline, and enjoys traveling, golf, and playing guitar.
Job Titles:
- Director
- Portfolio Manager
Bradley Williams, CFA is a Director and Portfolio Manager. He joined Edge Capital with extensive experience in investment management, particularly as it relates to high-net-worth individuals, families, trusts, and institutions. Bradley takes a holistic view of each client to include their overall financial planning so that portfolios are customized to their unique needs and circumstances.
Prior to joining Edge, Bradley worked as a Vice President and senior portfolio manager at Bank of America Private Bank, where he helped high-net-worth clients meet their goals through investment management and comprehensive financial planning.
Bradley is a summa cum laude graduate of the Robinson College of Business at Georgia State University with a BBA degree in finance. He is a chartered financial analyst (CFA) and enjoys volunteering and participating with the Atlanta CFA Society. His general passion for finance and investments is obvious and he gladly volunteers as a mentor for the annual southeastern CFA Institute Research Challenge, where he can transfer his passion by mentoring competing college teams.
Over the years, Bradley has also enjoyed volunteering in a number of community capacities, including for Big Brothers Big Sisters, a tax preparer for VITA (the IRS program for lower-income tax-payers), and a board member for Midtown Assistance Center.
When not finding ways to participate in his local community, he can be found traveling with his family.
I love portfolio management and the challenge of understanding capital markets. As a Director and Portfolio Manager at Edge, I'm thrilled when I can help break down complex financial topics into digestible English for clients and teammates. This makes the information more relevant and useful. Our team is structured specifically to help high-net-worth families achieve their goals more efficiently - and I love being a part of that process. I am a life-long student of capital markets and am always looking for new tools that can benefit clients wherever they are in their financial journeys.
Job Titles:
- Director and Client Specialist With
Bretaigne Black is a Director and Client Specialist with Edge Capital and works closely with portfolio managers and investment advisors on behalf of clients.
Job Titles:
- Partner
- Portfolio Manager
- Partner, Senior Financial Advisor
As a Partner and Senior Executive, Dennis is responsible for providing investment advice across a wide range of asset classes and topics, with a specific expertise in income-producing strategies. In addition, he serves as Lead Portfolio Manager of the Blue Current dividend strategies, which generate rising income streams across all market environments throughout the business cycle.
Prior to joining Edge Capital, Dennis spent several years as a sell-side equity analyst with firms such as SunTrust Robinson Humphrey (now Truist) and Credit Suisse covering a variety of media and telecommunication companies. Following his time in the sell-side trenches, he joined an emerging hedge fund in 2007 for a brief stint as a buy-side analyst before joining Edge Capital in 2010. Prior to his investment career, he spent five years as a telecommunications engineer and project manager for two large publicly listed companies.
Born in New Jersey, Dennis has resided in the Southeast for most of his life and has lived in the Atlanta community for more than 20 years. In 1996, he graduated from the University of Miami with a Bachelor of Science degree in Electrical Engineering, and in 2002 he graduated from the University of Georgia with a Master of Business Administration degree. With three young children, he has little time for hobbies, but he is a member of the CFA Society Atlanta, enjoys Atlanta sports, and is an avid classic car enthusiast.
By leveraging his capital markets background, he enjoys working through complex situations with investors and building long-term relationships.
Job Titles:
- CFP
- CFP® Partner, Senior Financial Advisor
- Partner, Senior Wealth Advisor
Elizabeth is a Partner and serves on the Board of Directors at the Edge Capital Group. In her leadership role, she assists in the development of our firm's philosophy, policies, platform of services and the delivery of valuable resources to assist our teams in meeting the needs of our clients. As a Senior Wealth Advisor, she works closely with our ultra-high-net-worth clients to develop customized wealth strategies, construct client-specific portfolios, deliver complex administrative reporting, solve the unique challenges of multi-generational families and build relationships with our clients' extended family of trusted advisors. As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth is intimately involved with the strategic direction of our Wealth Strategy team and our clients throughout the holistic wealth planning process - from goal setting to retirement planning to estate planning reviews.
Prior to joining Edge in 2007, Elizabeth began her career as a Certified Public Accountant with Ernst and Young and was a Senior Accountant on the Coca-Cola Company Engagement Team. In 2013, she moved to her hometown and opened our firm's Tampa office. She is thrilled to lead our firm's regional efforts in providing comprehensive wealth management for individuals and families in such a growing and dynamic state. A Florida native, she attended the University of Florida and earned a Bachelor of Science and a Masters Degree in Accounting where she was a member of Florida Blue Key, the school's oldest leadership honorary.
Elizabeth volunteers her personal time and is active in the community. She is passionate about supporting childhood development, welfare and education. Locally, she is an active participant supporting women's and children's initiatives through the Junior League of Tampa, Tampa General Hospital Foundation, Community Center of Anna Maria Island and St. John's Episcopal Church. She was appointed as one of the seven Trustees to the City of Tampa's General Employees' Retirement Fund and manages nearly one billion in assets for the Fund. She is a Florida Gator football enthusiast and can often be found fishing or working on conservation efforts for Florida's waterways. Elizabeth and her husband, Ben, reside in Tampa and have two children.
As a Wealth Advisor, I advocate every day for our clients by developing wealth strategies that empower them to build a sustainable legacy. I challenge myself to never stop learning so that I can share my expertise in personalized planning and investment execution. My passion is to maintain a collaborative culture at Edge that fosters mentoring and personal growth while inspiring our team to achieve their greatest potential.
Job Titles:
- Portfolio Manager
- Vice President
- Vice President and Wealth Portfolio Manager With
As a Vice President and Wealth Portfolio Manager with Edge Capital, Ellis brings comprehensive expertise serving high-net-worth individuals, families, institutions and charitable organizations. In his role, he works with clients to build tailored investment portfolios that help them to meet their investment objectives while managing risk.
Prior to joining our firm, Ellis was a Portfolio Specialist at Wells Fargo The Private Bank managing Investment Management accounts for high-net-worth and/or fiduciary (irrevocable and revocable trust) accounts.
Ellis graduated with a BA in Economics while double minoring in Entrepreneurship & Social Enterprise and Communications from Wake Forest University. He is currently registered with the CFA Institute where he is a candidate for the Chartered Financial Analyst® (CFA®) designation.
Among many interests outside of the workplace, Ellis serves the community as a servant leader mentoring local youth and most recently serving as the Fund-Raising Chair for the American Red Cross of Georgia.
Job Titles:
- Director of Marketing and Communications
- Director, Marketing and Communications
As Director of Marketing and Communications, Eunice is responsible for managing the firm's marketing efforts and serving as the liaison between the firm's marketing team and outsourced marketing consultants. In this role, she guides the creative direction of our brand, marketing initiatives, advertising, public relations, and outreach strategies. With over 20 years of financial industry experience, Eunice brings a unique depth of expertise to our firm.
Prior to joining Edge in 2023 and in her previous role as a Senior Strategist, Eunice delivered comprehensive institutional consultative services to help non-profit organizations and high-net-worth families with mission fulfillment across the Southeast while employed with Trusco Capital Management, SunTrust Foundations and Endowment Specialty Practice, and Synovus Institutional Trust. Throughout her career, she has enjoyed being a guest speaker at several regional and industry conferences and building long-term relationships with her clients.
Eunice believes we are all beneficiaries of incredible missions and passionate philanthropists who are committed to making a positive impact in our communities, one step at a time. This Georgia native and University of Georgia graduate enjoys watching UGA football, gardening, traveling, and hitting the occasional golf ball with her husband. She volunteers her time and serves as a board member for several nonprofit organizations across the state.
At Edge, I believe we are ultimately people helping people throughout the personal journeys of our clients over and above the delivery of financial services. In my role as the Director of Marketing and Communications, my overarching mission is to assist our firm and my team with the delivery of pertinent communication in a compliant manner and thoughtful outreach as we all help our clients in achieving their unique goals, objectives, and mission fulfillment.
Job Titles:
- Vice President and Client Specialist in Edge Capital 's Dallas
- Vice President, Client Specialist
Frances Suarez is a Vice President and Client Specialist in Edge Capital's Dallas office. Frances brings a wealth of expertise in providing comprehensive support throughout the entire client engagement process.
She helps to ensure a superior level of service for new clients and delivers ongoing support and assistance alongside portfolio managers and senior wealth advisors.
Raised in Miami, Florida, she earned her Bachelor of Science degree in Public Relations at the Florida International University and completed the Columbia University's Master of Professional Studies in Wealth Management.
Prior to joining Edge, Frances worked with multiple advisors in an RIA as a Senior Wealth Advisor Associate.
In her free time, Frances enjoys exploring the city of Dallas with her golden retriever Mosie and traveling to visit her family and friends.
As Vice President and Client Specialist at Edge, I aim to build relationships that are based on trust, empathy, and support. I am committed to providing a level of service that goes above and beyond for our clients that is executed with the utmost care. My passion is to nurture meaningful relationships and deliver exceptional white glove service. I am determined to contribute to a world where relationships and service intersect to elevate lives and communities.
Job Titles:
- Director and Client Specialist in Edge Capital 's Dallas
- Director, Client Specialist
Ginger is a Director and Client Specialist in Edge Capital's Dallas office. In her role, she works in liaison with the Dallas team, portfolio managers, and investment advisors to ensure our clients' needs are met on a daily basis.
She joined Edge Capital from Credit Suisse, bringing over 20 years of experience as a Senior Sales Associate in private banking.
The enjoyment of building client relationships, working with family offices, and meeting the challenges of financial investing has kept Ginger in the investment industry for over 25 years.
A Texas native, she received her Bachelor of Arts degree in Communications with a business minor from the University of Texas.
In the community, she supports Friends of the Katy Trail, the Perot Museum, as well as Operation Care International, which serves the homeless and veterans in Dallas. She is a member of the Texas Wall Street Women's Group, where she enjoys networking with other professional women in the finance industry.
In her spare time, Ginger enjoys traveling, yoga, walking the Katy Trail, swimming, and attending sports games and concerts. She also enjoys spending time with her two sons, one living in Houston, and the other in London.
Job Titles:
- Managing Partner
- Managing Partner, Senior Financial Advisor
- Managing Partner, Senior Wealth Advisor
Harry Jones is the Managing Partner of Edge and has been instrumental in building Edge's disciplined investment process and Research Team. In addition to his leadership position at the firm, Harry is a Senior Wealth Advisor and Portfolio Advisor of the Blue Current Global Dividend equity strategies.
Born in Manhattan and raised in the Garden State, Harry has a passion for investing that began with a college internship on the New York Stock Exchange in 1991. Before co-founding Edge Capital, Harry spent his entire professional career in the investment advisory business at Credit Suisse in Atlanta, Morgan Stanley in Atlanta and New York, and as an analyst for the Excelsior Value & Restructuring Fund in New York.
He earned a Bachelor of Arts degree in History and Economics with distinction (Omicron Delta Epsilon) from Hampden-Sydney College, where he was a Captain of the lacrosse team. He graduated with a Master of Business Administration from the University of North Carolina Kenan-Flagler Business School, which presented him with its Young Alumni Award in 2009.
When he is not analyzing the equity markets or managing the firm, Harry is active with community endeavors, including his time as a youth lacrosse coach. He is a member of YPO and the Advisory Council of Pershing Advisory Solutions. He serves on the St. Catherine's School Foundation Board and the Board of Visitors of UNC Kenan-Flagler Business School. Harry is married with three children and lives in Atlanta.
I push myself to do more and to be better because I love what I do and want the best for our clients and team members. As a lifelong competitor, I always strive to win which is now personally defined by the growth and success of our clients and this entrepreneurial firm. While direct at times, my core value is to treat each person with respect as I seek to build enduring relationships and make the best decisions for clients to compound after-tax wealth.
Job Titles:
- Managing Director
- Portfolio Manager
- Managing Director With Edge Capital 's Strategy Team
Jacobi frequently speaks with economists and other industry experts to help source investments that meet our clients' specific objectives and has implemented an efficient order management system for the trading of client accounts. He began his career at Edge as an intern and Client Specialist responsible for daily client communication and account needs. That position evolved into his current role as a Managing Director within the Research Team. He has also assisted with the launch of the Blue Current Global Equity Dividend strategies and several private partnerships that the firm manages.
Born in Dawsonville, Georgia, Jacobi graduated with a Bachelor of Science degree in Business Administration from Kennesaw State University and is a Certified Investment Management Analyst® (CIMA). He loves the finance and investment industry because it presents a unique challenge every day and requires him to react and position himself accordingly. He appreciates that the industry rewards both him and his clients when he prudently invests their assets. Jacobi was drawn to the company's culture at Edge, enjoying both our people and our unique client base.
An avid motorcycle racer since the age of four, Jacobi loves to race off-road and on trails in his spare time. He enjoys spending time outdoors hunting and fishing with his wife and son and volunteers his time and money to his son's public school support organization.
Job Titles:
- Analyst
- Associate
- Portfolio Manager
Jake is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society Dallas Fort Worth.
In his roles as a Portfolio Manager and a member of our Strategy Team at Edge Capital, he works closely with our Senior Wealth Advisors to build customized investment portfolios to meet the specific needs and objectives of our clients.
Born in Columbus, Georgia, and raised in Niceville, Florida, he graduated from the University of Alabama with a Bachelor of Science degree in Commerce and Business Administration, majoring in Finance and Economics.
In his free time, Jake enjoys fishing, hunting, and watching sports with friends - especially Alabama Crimson Tide football.
I have a passion for finance and economics because I truly believe they are disciplines in which I can use my knowledge to help better other people's lives. The dynamic nature of the markets provides me with the opportunity to embark on a never-ending pursuit of learning. My mission at Edge is to use my knowledge and passions to help everyone, colleagues and clients, achieve common goals.
Hailing from Cheshunt, Hertfordshire, United Kingdom, Jake is an Analyst at Edge Capital's Atlanta headquarters. Growing up in the United Kingdom, he earned a tennis scholarship to Furman University, in Greenville, South Carolina, where he earned a spot on the Southern Conference Academic All-Conference Team while achieving his degree in Accounting.
Before joining Edge, Jake was a Business Development Specialist at Sourced, where he focused his efforts on building brand awareness and client retention.
Utilizing his strong drive and curiosity, Jake plays a key role with Edge's reporting, fixed income, audits, Sarbanes Oxley and compliance activities, alternative holdings valuation reviews, recruiting, and has been taking over the general administrative functions in the Atlanta office. He also supports portfolio management, client service, and operations.
When not in the office, Jake enjoys playing and coaching tennis around Atlanta, and spending quality time with his wife, Vanessa, and their dog, Luna.
Working as part of a team gives me far greater fulfillment than achieving an outcome by myself. What drives me is helping others grow, learn, and achieve more. At Edge, I'm determined, disciplined, and driven to help others achieve their goals. Everyone achieves more with a smile on their face. I've learned that the job you have is only as good as those you work with, and Edge is great!
Job Titles:
- Partner, Senior Financial Advisor
- Partner, Senior Wealth Advisor
In 2014, Jimmy joined Edge as a Partner and Senior Wealth Advisor. In his role, he serves the unique investment and financial planning needs of his private and institutional clients and guides the strategic direction of the firm. He builds enduring relationships and believes a willingness to listen is paramount for the success of an advisor as he develops and implements creative solutions for the specific circumstances of each client.
Within his twenty plus years of serving as a Senior Wealth Advisor, Jimmy has worked with several reputable investment firms including Lehman Brothers, Credit Suisse and Morgan Creek Capital Management.
A graduate of the Episcopal High School in Alexandria, Virginia, he received his Bachelor of Science degree and MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Born and raised in Hickory, his North Carolina roots run deep.
Jimmy serves on the UNC Board of Libraries at UNC Chapel Hill and is an active volunteer for the Chapel of the Cross and the Ronald McDonald House -an organization that provides housing and other support for families of children with serious illness. Recently Jimmy has begun volunteering as a student advisor for the UNC Kenan-Flagler Business School's Leadership in Action program.
Outside of the office, Jimmy enjoys deep-sea fishing and spending time with his wife, Deanna, and son, JT.
When I was young, my grandfather instilled into me a few timeless virtues ... the importance of hard work, the absolute necessity for honesty, and the value of a dollar ... he taught me the significance of "compounding" long before UNC Business School. These virtues now guide my decisions at Edge where I strive to develop deep trusting relationships with my clients while helping them achieve their financial and charitable objectives through team driven, customized investment plans.
Job Titles:
- Vice President and Client Specialist
- Vice President, Client Specialist
Julia is a Vice President and Client Specialist located in the Atlanta office. Julia works closely with portfolio managers and senior wealth advisors to meet the daily needs of our clients.
Born and raised in Atlanta, Julia earned a Bachelor of Arts degrees in International affairs and Spanish and minored in Sociology at the University of Georgia. During her time in college, Julia traveled extensively throughout Latin America, and she is looking to add new destinations to her list.
Prior to joining Edge, Julia worked as a Client Service Associate at another Atlanta wealth management firm.
In her free time, Julia enjoys running, playing golf, hiking, traveling, and supporting the University of Georgia Bulldogs.
In the community, she is an active volunteer with Atlanta Habitat for Humanity and has assisted with the building of eight local homes. She is becoming a skilled supervisor with the organization so she can further give back to the Atlanta community (and shingle a roof if ever needed).
Driven by a passion for exceptional client experiences, I am dedicated to serving our clients with unwavering commitment and professionalism. My mission is to provide efficient and personalized support, ensuring that every client feels valued. I actively contribute to our collaborative environment, leveraging my industry experience to make a positive impact on both our clients and our team.
Job Titles:
- Partner, Senior Financial Advisor
- Partner, Senior Wealth Advisor
In 2011, Kendrick joined the Edge team as a Partner, Senior Wealth Advisor and opened the doors of our firm's new Charlotte office. In his role, he is responsible for leading our firm's regional efforts in providing comprehensive wealth management for individuals and families.
Upon graduation from the Woodberry Forest School, Kendrick earned his Bachelor of Arts degree from Hampden-Sydney College and his MBA from Georgia State University. He is a Chartered Financial Analyst (CFA) and a member of the CFA North Carolina Society. In 2022, Kendrick was a featured speaker on National Public Radio and was recognized in Forbes magazine as a top advisor in the state of North Carolina.
In addition to serving as a Senior Wealth Advisor, he is an investment manager who works closely with his clients as he designs, implements and monitors customized investment portfolios. At Edge, Kendrick has served on the Asset Allocation Committee, Board of Trustees, Leadership Committee, and Discovery LLC Board.
Kendrick volunteers his personal time and is active in the community regionally and at the state level. His current and former community involvement includes serving as an Investment Committee member Chair for the YMCA of Greater Charlotte Endowment, a member of the Finance Committee and Golf Committee for the Charlotte Country Club, a board member of the Fletcher School and Pat's Place Child Advocacy, President of the Woodberry Forest School Charlotte Regional Alumni Association, as a state board member of the Coastal Conservation Association-North Carolina (CCA-NC), and as a board member and Charlotte leader of Introships, an organization that exposes young college students to multiple business/industries and potential career paths. Kendrick and his wife, Lacy, reside in Charlotte and have 3 children.
Job Titles:
- Director and Wealth Strategy Manager With
- Director, Wealth Strategy
Kevin is a Director and wealth strategy manager with Edge Capital Group. He has over 10 years of experience helping clients intentionally design multi-generational plans for transferring the social, spiritual, and financial capital necessary for their families to thrive. Prior to joining our firm, Kevin served as the dedicated planner for the Sports & Entertainment Group at SunTrust Bank, where he worked closely with clients and advisors to build custom cash flow based financial plans in support of ultra-high-net-worth balance sheets.
From professional athletes to entertainers, corporate executives and business owners, Kevin has worked with a variety of individuals and families. What he enjoys most about financial planning is the unique challenge of helping clients organize, map out and put together their financial puzzle.
Kevin earned his Bachelor of Business Administration degree in Insurance and Risk Management from the University of Mississippi. After graduation he completed the University of Georgia's Financial Planning program and is a Certified Financial Planner™.
He is also a member of the Atlanta Estate Planning Council.
A native of the Atlanta area, Kevin lives with his wife and three children in Dunwoody. Outside the office, he enjoys mountain activities (skiing, fly-fishing, mountain biking), spending time at the lake and chasing the ever-elusive hole-in-one out on the golf course.
My compass has always navigated me to do what's right even when no one is watching, treat others with respect and compassion, seek continuous growth, question the status quo, and lead a purpose driven life. As a member of Edge's wealth strategy team, I am passionate about helping clients align their actions, decisions, and goals with a clear sense of purpose or meaning that will leave a lasting legacy for generations to come. Guided by fiduciary principles and a desire to serve, I am motivated to elevate the client experience at Edge through financial planning and advice that comprehensively impacts our clients and their families.
Job Titles:
- Director and Client Specialist in Edge Capital 's Atlanta
- Director, Client Specialist
Michelle is a Director and Client Specialist in Edge Capital's Atlanta office. In her role she works with each relationship team to meet the needs of our family offices, individuals, non-profits, and institutional clients on a daily basis.
She enjoys building relationships and working in a service-oriented environment, and especially enjoys the constantly evolving nature of working in the financial markets.
Born and raised in Atlanta, Michelle earned a Bachelor of Business Administration degree in Finance from Georgia State University. Prior to joining Edge, she held positions in marketing, operations management, and portfolio trading with GLOBALT Investments.
Michelle believes in showing support for our military and community through her work with HeroPortraits, an organization which provides oil portraits to the families of fallen soldiers, as well as assisting with care packages to "adopted" U.S. Marine battalions. Michelle is a former President of the Georgia Securities Traders Association and currently serves on the DSTA board.
In her free time, Michelle enjoys traveling, being in the outdoors and is a CrossFit enthusiast.
I provide quality client service with care, attention, and uncompromising adherence to strong principles. As a member of the client's professional support network, I am guided by the Lord and faith every day, ensuring intricate and complex tasks are accomplished in a timely manner. Integrity builds the solid relationship which provides freedom and comfort to the client. I appreciate clients' expression of gratitude which builds pride, purpose, and a sense of accomplishment.
Job Titles:
- Reporting and Investment Operations Manager
As Edge Capital's Reporting and Investment Operations Manager, Nancy "Nanny" McFadden provides leverage and scale to the critical administrative, reporting, and operational functions related to our investment services. In her leadership role, she serves as a point of contact for the Strategy, Advisory, Portfolio Management and Client Services teams.
Nanny moved to Atlanta from Memphis, Tennessee. She graduated from the University of Georgia in May 2018 with a Bachelor of Business Administration degree in Finance from the Terry College of Business. Prior to joining Edge, she interned with Green Square Capital in Memphis and Raymond James in Athens, Georgia.
In her free time, Nanny enjoys riding horses, playing with her dog, Banks, hiking, and running. She was a competitive sporting clay shooter in high school. Nanny also enjoys traveling, and she studied abroad in Australia, Africa, and Switzerland.
Job Titles:
- Managing Director
- Portfolio Manager
As a Managing Director and senior member of Edge Capital's Strategy and Portfolio Management Team, Neal collaborates with his colleagues in determining the appropriate asset allocation for clients, overseeing portfolios, generating investment recommendations, and communicating frequently with clients. As a CERTIFIED FINANCIAL PLANNER™ professional, Neal is not only involved with the planning team's strategic direction, but also intimately involved with the holistic financial planning process - from goal-setting to retirement planning to estate planning reviews.
Over the last 20 years, Neal has spent most of his career in the financial services industry. The initial portion of his post-MBA career began in equity research as a Stock Analyst, providing a unique perspective for performing manager due diligence and evaluating different public and private investment strategies. He then transitioned into wealth management in 2012 with the desire to positively impact the lives of individuals and families by helping them achieve their long-term objectives. Prior to joining Edge, Neal served as an Associate Advisor for two smaller independent firms and as a Portfolio Manager for Parsec Financial. He earned his Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill and a Masters of Business Administration with a concentration in Finance from Mason School of Business from The College of William and Mary, where he served as an Analyst and Portfolio Manager on the student-managed Frank Batten Investment Fund. He completed the CERTIFIED FINANCIAL PLANNING™ certificate program at McColl School of Business at Queens University of Charlotte. He is a member of the Financial Planning Associate, the Charlotte Economics Club, and the Charlotte Estate Planning Council.
In his free time, Neal enjoys spending time with his wife, Clarence and son, Parker. As an Eagle Scout, he has always been an outdoor enthusiast and loves to go hiking and camping as much as possible. Neal also enjoys playing tennis and watching UNC sports. In the community, he is very engaged at his church (Myers Park Presbyterian), where he serves as a Deacon and previously served as the head leader of the Cub Scout Pack (Grades K - 5th) and as a Board Member for the Weekday School. Neal's primary volunteer focus has been on poverty alleviation and he has been an active member of his church's Shelter Team, the local Habitat for Humanity, Loaves & Fishes, and the Men's Shelter.
Job Titles:
- Director, Client Specialist
Nicole is a Director, Client Specialist and Client Services Team Manager located in Edge Capital's Atlanta office. In her role, she works closely with the Atlanta and Nashville teams, senior wealth advisors, portfolio managers and client specialists to ensure that clients' needs are met on a daily basis.
Nicole has over 20 years of industry experience with investments, financial consulting, and high-level client service. She enjoys building relationships and providing exceptional service to clients and team members alike.
At Edge, she Co-Chairs the Community Engagement Team and leads our firm's Commitment to Diversity, Equity and Inclusion.
She received her Bachelor of Business Administration degree from Howard University and Master's degree from Colorado State University. Nicole is passionate about the arts and is also an avid sports fan. In her spare time, she enjoys attending live concerts, plays, and sporting events. She is also an accomplished charcoal pencil artist.
Nicole is a native of Denver, Colorado, and relocated to Atlanta in 2014. She has one daughter, Morgan, who also resides in Atlanta.
I am excited to be a Team Member with an organization that values and strongly supports individual strengths. I am able to live my personal truth of pursuing excellence in all tasks, assignments and duties both in and out of the office by virtue of working with an organization with similar values. Further, having the liberty to pursue excellence guided by additional personal values of truth, integrity, and patience inspires me to do my best to make a positive impact with my family, colleagues, and community each day.
Job Titles:
- Vice President and Client Specialist
- Vice President, Client Specialist
Pam is a Vice President and Client Specialist located in the Charlotte office. She supports portfolio managers and senior wealth advisors by providing the highest quality client service experience in all phases of client engagement.
Prior to joining Edge, Pam was a Wealth Management Senior Associate and Portfolio Administrator for other wealth advisory firms located in the Charlotte area and brings over 15 years of diversified financial services and private wealth management experience.
She was raised in Upstate South Carolina and earned her Bachelor of Science degree in Applied Professional Sciences at the University of South Carolina. She completed the CERTIFIED FINANCIAL PLANNING™ education program at McColl School of Business at Queens University of Charlotte.
In her free time, Pam enjoys traveling with friends, spending time with her children Priscilla and Nolan whenever they are home from college. She lives in the Lake Norman area and in warmer months, loves spending time out on the lake with her extended family and friends.
Job Titles:
- Partner, Senior Financial Advisor
- Partner, Senior Wealth Advisor
As a Partner and Senior Wealth Advisor, Paul works directly with private clients, foundations, and endowments. Paul is passionate about helping families leave a legacy through philanthropy and assisting non-profit institutions in striving to achieve their mission. Paul is engaged with Edge's Community Engagement Team and helped to develop the "Edge…ing Towards a Brighter Future" financial literacy program.
Paul earned a Bachelor of Arts degree in Economics and Business Administration from Furman University and a Master of Business Administration from the Goizueta Business School at Emory University. He has been a featured speaker at conferences of the Government Financial Officers Association (GFOA), Southeastern Council of Foundations (SECF), National Association of College and University Business Officers (NACUBO), National Association of State Treasurers (NAST), and Tax-Exempt Association (TEA). Paul is an Eagle Scout.
Paul is active with a number of nonprofit organizations including Furman University, Mercer University Law School Foundation, Wesleyan School, Canterbury Court, The Children's Museum of Atlanta, and Dunwoody United Methodist Church.
When he is not spending time with his family (wife Frances and daughters Sally and Caroline and golden retriever Bailey) or volunteering, Paul enjoys playing tennis, golf, as well as hiking, snow skiing and being outdoors.
Job Titles:
- Founding Partner and Senior Wealth Advisor
- Founding Partner, Senior Wealth Advisor
Peek is a Founding Partner and Senior Wealth Advisor sharing time in our Nashville, Tennessee and Lexington, Kentucky offices. Peek served on Edge Capital's Board of Directors and is focused on serving and growing our significant Family Office and Philanthropic clients globally. He shares best practices and insights using over 35 years of financial industry experience in Insurance, Fixed Income, Equity, and Real Estate capital markets. In 2007 Peek opened the doors of our firm's Lexington office and in 2017 he started Edge Capital's Nashville presence.
Prior to co-founding Edge, Peek held executive positions with The Garlington Group, Lehman Brothers and Credit Suisse. A Georgia native, he graduated from Georgia State University and has earned professional designations as a Chartered Property Casualty Underwriter (CPCU) and Associate in Risk Management (ARM).
Peek gives back to the community in many ways. He is a co-founder of FACT Relief Foundation which supports families of people battling debilitating diseases and other catastrophic life events. He serves on the Board of Trustees for the Bluegrass Land Conservancy and as a Commissioner on the Paris Pike Corridor Commission in Kentucky. Peek is a former member of the Board of Trustees of The Sayre School and serves as an honorary Trustee of the Turner Foundation.
An avid outdoorsman and conservationist, he is involved in several wildlife and fishing conservation efforts across the world. He has taken his love of fly fishing to competitive levels by winning the 1997 Golden Fly Tarpon Tournament and as a team winner in the 2013 Jackson Hole One Fly Tournament. Peek is also a waterfowler, wing shooter, bow hunter, and golfer.
Peek and his wife, Jennie have six children and live on their farm with horses, dogs, and a variety of other animals.
Shelby is a Vice President with Edge Capital and her responsibilities are twofold, as a Client Specialist and Portfolio Manager.
Job Titles:
- Managing Director
- Portfolio Manager
- Managing Director, Head of Investment Strategy
Job Titles:
- Founding Partner, Senior Wealth Advisor
- Partner, Senior Financial Advisor
Job Titles:
- Analyst
- Vice President, Research