Team
- PARTNERS
- Jeff Balcombe
- Erica Bramer
- Scott Dalrymple
- Todd Fries
- Susan Hartman
- Robert Manz
- Jeff Mills
- Laurie-Leigh White
- SENIOR ADVISORS
- Todd Goldwasser
- Jimmy Pat James
- Steve Pully
- SENIOR PROFESSIONALS
- Ted Barlow
- Jason Billeck
- Jody Bland
- Kevin Brooks
- Justin Burgess
- Emily Chiu
- Alex Clinton
- Katherine Hinz
- Bryan Hoffman
- Kurt Huie
- Stephen Jaquess
- Andrew Kahn
- Brandon Marlow
- Dave Matthiesen
- Myles McCormack
- J.R. Radcliffe
- John Ray
- Z. Eric Stephens
- Alexander Walther
- George Willett
- FINANCIAL ANALYSTS
- Sam A. Anders
- Spencer Brady
- Mason Caldwell
- Sam Collop
- Amy Cui
- Daniel A. Dorchuck
- Jacob Duvall
- Cooper Groves
- Justin Peden
- Rishika Poddar
- Lindsay Redman
- Meghan K. Seeberger
- Britney Tran
- OPERATIONS
- Marc Lohrisch
- Elizabeth Satterfield
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.