Team
- PARTNERS
- Jeff Balcombe
- Erica Bramer
- Scott Dalrymple
- Todd Fries
- Susan Hartman
- Robert Manz
- Laurie-Leigh White
- SENIOR ADVISORS
- Todd Goldwasser
- Jimmy Pat James
- Andrew Kahn
- Joseph Mason
- SENIOR PROFESSIONALS
- Ted Barlow
- Jason Billeck
- Jody Bland
- Kevin Brooks
- Justin Burgess
- Emily Chiu
- Katherine Hinz
- Bryan Hoffman
- Kurt Huie
- Stephen Jaquess
- Dave Matthiesen
- Myles McCormack
- John Ray
- Z. Eric Stephens
- Alexander Walther
- FINANCIAL ANALYSTS
- Sam A. Anders
- William Batdorf
- Spencer Brady
- Mason Caldwell
- Ciara Clark
- Varun Devulapalli
- Jacob Duvall
- Jared Goldman
- Cooper Groves
- Nicholas Husarenko
- Sean Kemsley
- Justin Peden
- Andrew Tomsovic
- Britney Tran
- Karthik Vaidyanathan
- Garrett Wallis
- OPERATIONS
- Marc Lohrisch
Mason Caldwell
Financial Analyst
Mason Caldwell graduated with a Bachelor of Arts in Economics and Spanish with minors in Financial Economics and Corporate Strategy from Vanderbilt University. He has a working proficiency in Spanish.