TANDEM INVESTMENT ADVISORS - Key Persons
Job Titles:
- Senior Relationship Manager
Alex Robinette is a Senior Relationship Manager for Tandem Investment Advisors, Inc. After starting his career at Edward Jones as a Financial Advisor in 2016, he joined Raymond James in 2017 where he worked on a Financial Planning team and as a Senior Asset Management Consultant until 2023, when Mr. Robinette joined Tandem. His duties include advisor relations and education for new and existing Tandem partners. Mr. Robinette is a CERTIFIED FINANCIAL PLANNER™(CFP®) and a Certified Investment Management Analyst® (CIMA®). Mr. Robinette is currently a member of Toastmasters International, a nonprofit educational organization that operates clubs worldwide for the purpose of promoting communication, public speaking, and leadership. Mr. Robinette is a graduate of The Pennsylvania State University, earning a Bachelor of Arts in Business Communications with a Minor in Theatre.
Job Titles:
- Director of Client Services
Allison Cianci is the Director of Client Services for Tandem Investment Advisors, Inc. Ms. Cianci joined Tandem in 2016. She oversees Tandem's operations and administrative functions. Ms. Cianci is a mom of two young children. When Ms. Cianci is not in the office she enjoys spending time biking, rowing, and baking. Ms. Cianci graduated from Johnson & Wales University with an associates in Food & Beverage Management.
Job Titles:
- Associate
- Investment Management Associate
Annie Klopstock is an Investment Management Associate for Tandem Investment Advisors, Inc. Ms. Klopstock joined Tandem in 2021. Her duties include conducting quantitative and fundamental research. Before joining Tandem, Ms. Klopstock completed an internship for Stanford Health and consulted for UCSF Department of Abdominal Transplantation. Her work focused on analyzing cost structures. Ms. Klopstock earned a Bachelor of Arts in Quantitative Analysis Economics with a minor in Statistics from San Diego State University.
Job Titles:
- Associate
- Investment Management Associate
Ariel Davis is an Investment Management Associate for Tandem Investment Advisors, Inc. Ms. Davis joined Tandem in 2022. Her duties include advisor relations and supporting our communication and marketing efforts for our financial advisor partners. Prior to joining Tandem, Ms. Davis began her career with Raymond James, where she participated in the firm's rotational development program and later worked in Investor Relations and FP&A. Ms. Davis graduated from the College of Charleston Honors College with a Bachelor of Science in Finance and a minor in History, and currently serves on the Advisory Board for the College of Charleston School of Business Investment Program.
Job Titles:
- Portfolio Manager
- Vice President
Ben Carew is a shareholder, Vice President, and Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Carew joined Tandem in 2013. Mr. Carew manages Tandem's trading desk, overseeing day-to-day investment operations, including trading, quantitative and fundamental research, and portfolio management. Mr. Carew also oversees Tandem's internship program. Mr. Carew is a regular member of the CFA Institute and the CFA Society South Carolina. Mr. Carew currently serves as the Vice Chair for College of Charleston's School of Business Investment Program, a student program seeking to provide the opportunity for a select group of students to distinguish themselves academically, professionally, and personally. Mr. Carew is a graduate of the College of Charleston's School of Business, earning a Bachelor of Arts in Economics with a minor in Finance.
Job Titles:
- Associate
- Investment Operations Associate
Brett Ballenger is an Investment Operations associate at Tandem Investment Advisors, Inc. Mr. Ballenger joined Tandem in 2023. His duties include the day-to-day support of Tandem's investment operations. In his spare time, Mr. Ballenger enjoys spending time with his wife and two sons, and volunteers as a Little League baseball coach. Mr. Ballenger graduated from Hunter College with a Bachelor of Arts in English.
Job Titles:
- Director of Communications
- Vice President
Elaine Natoli is a Vice President and the Director of Communications for Tandem Investment Advisors, Inc. Ms. Natoli joined Tandem in 2016. Ms. Natoli oversees Tandem's marketing and communication efforts for our partners across the United States. Ms. Natoli also manages Tandem's operations. Ms. Natoli is a past Cabinet Chair of the American Lung Association and is an ongoing member of the Lung Force Cabinet in Charleston, South Carolina. Ms. Natoli is a graduate of the College of Charleston's School of Arts, earning a Bachelor of Arts in Arts Management with a Minor in Hospitality and Tourism Management.
John B. Carew - Founder, President, Shareholder
Job Titles:
- Founder
- President
- Shareholder
John Carew is a shareholder, President and Founder of Tandem Investment Advisors, Inc. After beginning his career in 1985 with Thomson McKinnon Securities, Inc., Mr. Carew founded Tandem in 1990. During Mr. Carew's tenure, Tandem's investment team has been nationally recognized numerous times by leading manager databases. Mr. Carew is a frequent guest speaker on topics including risk, low volatility, investment discipline, equity investing, and general market history and overview. Mr. Carew is a graduate of the University of Virginia with a Bachelor of Arts in Economics.
Job Titles:
- Associate Portfolio Manager
Jordan Watson is an Associate Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Watson joined Tandem in 2019. His duties include portfolio management, conducting quantitative and fundamental research, and assisting with Tandem's day-to-day investment operations. In addition, Mr. Watson assists in overseeing Tandem's internship program. Mr. Watson currently serves on the Advisory Board for the College of Charleston's School of Business Investment Program. Mr. Watson is a regular member of the CFA Institute and the CFA Society South Carolina. Mr. Watson graduated from the College of Charleston with a Bachelor of Science in Finance with a minor in Real Estate.
Nicki Hoffman - Chief Compliance Officer
Nicki Hoffman is the Chief Compliance Officer for Tandem Investment Advisors, Inc. Ms. Hoffman joined Tandem in 2023 where she currently oversees Tandem's compliance program and regulatory matters. Ms. Hoffman spent the previous 21 years at an Investment Advisory and Broker Dealer Firm where she worked as a Sales Assistant, Trader, Limited Partnership Coordinator, Executive Assistant, and for the past 15 years, Senior Compliance Officer. When Nicki is not in the office she enjoys exercising, traveling, and spending time with her husband and two boys. Ms. Hoffman earned a Bachelor of Science in Education from West Chester University.
Job Titles:
- Associate
- Investment Management Associate
Paisley Lewis is an Investment Management Associate for Tandem Investment Advisors, Inc. Ms. Lewis joined Tandem in 2023. Her duties include investment operations, communications, and marketing functions. Ms. Lewis previously had a leadership position in the College of Charleston's School of Business Investment Program, an organization focused on developing skills in analytical asset valuation and portfolio management. When she is not in the office, Ms. Lewis enjoys spending time painting and selling her abstract artwork in Charleston, through her art business, Paisley Art & Design. Ms. Lewis graduated from the College of Charleston with a B.S. in Finance and a Minor in Business Administration in May 2023.
Job Titles:
- Senior Vice President
- Shareholder
Billy Little is a shareholder, Senior Vice President, and Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Little began his career in the investment industry in 2004, as a Financial Advisor with Ameriprise Financial in Baltimore, Maryland. Mr. Little joined Tandem in 2006. Mr. Little oversees Tandem's corporate financials, including business planning, budgeting, and vendor negotiations. Mr. Little also directs Tandem's quantitative and fundamental research. He is a regular member of the CFA Institute and past President of the CFA Society South Carolina. Mr. Little graduated from the College of Charleston with a Bachelor of Arts in Business Administration with a concentration in Finance.