Our team has the depth and scope of knowledge, expertise, and experience to manage multifaceted wealth.

DavidGoodson.jpg

David N.Goodson

MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER

David Goodson has more than 30 years of experience working with corporations, pension plans, and individuals on a broad range of investment issues, including security selection, portfolio design, and implementation of investment management best practices.

JimProffitt_Web.jpg

James N. Proffitt, Jr.

MANAGING DIRECTOR & CHIEF OPERATIONS OFFICER

Jim Proffitt has more than 35 years of experience working with corporations, pension plans, individuals, and families on issues including investment management, income and estate tax planning, and philanthropy.

download (1).jpg

Neil W. Goodson

SENIOR ADVISOR & PORTFOLIO MANAGER

Neil Goodson is responsible for constructing and implementing investment strategies for the firm’s institutional and private wealth clients. From 2010 to 2016, Neil was a research analyst and assistant portfolio manager at New Century Advisors LLC, a Bethesda, Maryland, firm.

download (2).jpg

Carol A. Neville

DIRECTOR OF OPERATIONS

Carol Neville oversees the operations staff and administers the firm's internal policies and procedures in compliance with U.S. Securities and Exchange Commission regulations.Her team maintains the firm's securities accounting system and oversees the preparation of quarterly and annual client reports.

Ben Cropped.jpg

Benjamin T. Goodson

SENIOR ADVISOR

Ben Goodson manages client relationships, evaluates investment strategy, and oversees client development for the firm. He previously worked for JPMorgan Private Bank in the UHNW Global Families Group in NYC.

download (3).jpg

Michael Cermak

ASSOCIATE ADVISOR & INVESTMENT ANALYST

Michael Cermak evaluates economic and capital market data for the firm, reports to the investment committee about company and portfolio due diligence, and oversees the 401k investment platform.