Advisory Board

Chris Bass
Vice President, Blackstone

Tom Bates
Director and Institutional Investment Advisor within the Foundations and Endowments Speciality Practice, Truist

Ben Carew
Shareholder, Vice President, and Portfolio Manager, Tandem Investment Advisors, Inc.

Ariel Davis
Investment Management Associate, Tandem Investment Advisors, Inc.

Will Dubé
Associate, East Rock Capital

Kyle Ginty
Senior Investment Analyst, Vanguard

Walter Green
Private investor and Principal, Greenwood Advisors

Beth Hammond
Managing Director, Kohlberg Kravis Roberts & Company

Andrew Hendricks
Partner and Wealth Advisor, Capasso Planning Partners

Joanne Hill
Chief Advisor for Research and Strategy, CboeVest

Victor Jimenez
Credit Analyst, United Bank

Stephen Kerrigan
Private investor and Consultant

Mitsy Mangum
Financial advisor, retirement plan consultant, and wealth management specialist

Keith Sauls
Managing Director of Strategic Partnersrhips, Acansa Investment Group

Jay Tucker
President and Interested Trustee, Weiss Strategic Interval Fund

Jordan Watson
Associate Portfolio Manager, Tandem Investment Advisors, Inc.