HUTCHINSON FAMILY OFFICES - Key Persons
Job Titles:
- Family Office Coordinator, FPQP™
Allison assists in the development and implementation of marketing strategies to our high-profile clients and Centers of Influence. Efficient in developing a proactive approach to client relationships with a focus on communication, elevated levels of service, and events. Works with internal staff to provide support to both our client service team and advisory team to maintain a high level of client's consistency of experience. Plans, organizes and implements client events and sponsorships.
She works directly with the Divorce Wealth Strategies team to support divorce clients, assist in data gathering and provide relationship management for ongoing client service.
Amy is grateful for the women who did the work and pushed to advance themselves to the highest levels of business when they were not welcome.
Amy serves as the firm's Chief Operations Officer and Compliance Officer. She also serves as an integral member of our Investment Committee assisting in the development of the company's overall investment strategies.
A member of the team since 1995, she ensures that the firm's activities are compliant with all industry and regulatory compliance standards. She is also responsible for managing the day-to-day operations of the firm.
She graduated from Wright State University in Dayton, Ohio, with a degree in financial services. She also obtained her Certified Wealth Strategist® certification and continues to lead discussions and participate in ongoing education forums on wealth management issues.
"What I like about my job and this industry is how we help people," Amy explains. "We work hard, providing superior service to help people meet their financial goals so they can live a comfortable life-I like knowing we make a difference."
In her free time, she is an avid runner, gardener and traveler.
Job Titles:
- Director of Financial Planning Services, CPA, CFP®, CEPA
Ashley is the Director of Financial Planning Services and a Certified Exit Planning Advisor (CEPA) at Hutchinson Family Offices, a multi-client family office, managing and overseeing the wealth of high-net-worth individuals and families. Ashley brings over 20 years of financial services experience, including investment management, direct participation programs, income tax strategies, insurance planning, cash flow management, estate planning, and charitable giving.
Ashley fosters a comprehensive, individualized, and multi-faceted approach to various specialized areas of expertise, including business value acceleration, divorce planning, real estate investment, and foreign asset ownership.
Ashley also oversees the tax planning and return preparation services for firm clients. Tax planning services include strategic, customized recommendations to help maximize income and minimize taxes based on the client's current financial facts and circumstances and their long-term goals and income projections. Additionally, she coordinates with other key team members to offer tax and financial planning expertise related to business owner strategies, divorce situations, and customized investment management objectives.
← 2023: Year in Review Ask Ashley: What is the SECURE Act 2.0? →
Job Titles:
- Portfolio Manager
- Portfolio Manager, AAMS®, AWMA®, FPQP™
As a Portfolio Manager Cole manages the firm's day-to-day hedging operations and plays a key role in research management. He does this by working closely with the portfolio team analyzing and dissecting various companies across all sectors. Hedging operations entail principal protection, reducing downside volatility, and alpha generation on a risk-adjusted return basis. This involves trading derivatives in the options market. Services include financial planning, wealth management, financial advisory and financial analysis, with a strong focus on research analysis and understanding financial metrics and industry dynamics.
A graduate of Texas State University, Cole holds a Business Administration degree in Finance. While attending TSU, Cole interned with Hutchinson Family Offices in the Summer of 2018, where he began to put his education to practical use. Upon graduating, Cole relocated to North Carolina in 2020 to join our team full-time. Cole has obtained his Accredited Wealth Management Advisor (AWM A®), Accredited Asset Management Specialist (AAMS®), and Financial Paraplanner Qualified Professional (FRPQ™) certifications.
Now a resident in the Greensboro area, Cole enjoys golfing, exercising, and reading in his spare time.
Sherry is Chief Executive Officer (CEO) of Hutchinson Family Offices, a multi-client family office managing and overseeing high net-worth family's wealth. Over 20 years of experience, including national high-profile divorce cases.
With her divorce clients she focuses on analyzing the challenging financial issues of high net-worth clients by providing customized recommendations for divorce settlement and sophisticated planning solutions. She collaborates with top attorneys, accountants, counselors, mediators, and other professionals throughout the country.
Services led by Sherry include evaluation of assets and financial documentation, examination of income tax issues applicable to the divorce settlement, providing analysis and recommendations for divorce mediation, assistance in preparing trial exhibits and expert analysis, as well as providing the client with financial recommendations for overall wealth structure and management that meets set goals for preservation, growth and income.
Steve created Hutchinson Family Offices to provide clients with a different type of investment experience. So many advisors provide investments, but he wanted to do something bigger. Our firm centers around the "Family Office" model, which is the highest level of wealth management. Hutchinson Family Offices manages and oversees all aspects of an affluent family's wealth.
Job Titles:
- Senior Portfolio Manager
- Senior Portfolio Manager, APMA®
Todd serves as the Senior Portfolio Manager. He is responsible for the day-to-day operations and management of all portfolios. He also serves in a key leadership role of the firm's Investment Committee. He focuses on building strong relationships and delivering quality solutions while providing excellent client service. Todd joined the team in 2007.
He graduated from North Carolina State University with a Bachelor of Science in Management and Economics. Todd is an Accredited Portfolio Manager Advisor (APMA)℠. He is a member of the board of directors of the Petty Family Foundation.
Todd resides in Greensboro with his wife, Teresa, and has three children, Emily, Ethan and Camden. In his free time, he enjoys playing golf and spending time with his family.