WHO WE ARE | Avalon Private Wealth

Alex Conaway

Senior Associate

Alex Hale

Associate, Finance & Accounting

Andrew Dunlap

Associate, Operations & Administration

Armethia Carr

Associate, Operations & Administration

Blake McWherter

Managing Director, Investment Management

Brett A. Williams

Partner, Client Advisor, Wealth Advisor

Caroline Thompson

Analyst, Wealth Management

Chris Halaska

Chief Investment Officer

Christina Ibrahim

Chief Operating Officer, General Counsel

Christopher D. Carter

Managing Director, Investment Management

Danielle Lamb

Senior Associate, Wealth Management

Dave Lumb

Senior Associate, Operations & Administration

David Jesulaitis

Partner, Client Advisor, Wealth Management

Dianne M. Maurice

Senior Associate, Finance & Accounting

Dina Bridy

Director, Operations & Administration

Dylan McDowell

Associate, Wealth Management

Elizabeth Pappas

Senior Associate, Wealth Management

Erin Marzouki

Executive Assistant, Operations & Administration

Fernando Pérez

Director, Investment Management

Franklin Ruben

Managing Director, Investment Management

Gianna E Nunn

Associate, Wealth Management

Graydon Oliver

Partner, Client Advisor, Wealth Management

Henry J. Lartigue

Founding Partner, Investment Management

Jason Danziger

Director, Investment Strategy

Jeff Dieter

Associate, Operations & Administration

Jennifer Yang

Associate, Wealth Management

Jessica F. Lim

Director, Operations & Administration

Joanna J. Fetter

Senior Associate, Wealth Management

Jody N. Nguyen

Senior Associate, Operations & Administration

John T. Lytle

Director, Wealth Management

José Medina

Managing Director, Operations & Administration

Joy Neely

Director, Investment Strategy

Kayla Wieding

Director, Investment Strategy

Kevin J. Lilly

Founding Partner, Wealth Management

Laura Diez

Senior Associate, Investment Strategy

Lauren Paine

Associate, Client Advisor, Wealth Management

Lauren Bradley

Administrative Assistant, Operations & Administration

Lauren Britt

Analyst, Wealth Management

Lorraine Becker

Director, Operations & Administration

Melody He

Senior Associate, Investment Strategy

Nickie Holmes

Senior Associate, Wealth Management

Olivia R. Wethington

Senior Associate, Operations & Administration

Ravid Gold

Senior Associate, Operations & Administration

Ryan W. Fletcher

Director, Wealth Management

Sarah Bracewell

Managing Director, Head of Investment Strategy Group

Scott Gilley

Chief Financial Officer

Stacey Ostrom

Managing Director, Investment Strategy

Suzanne Ford

Chief Of Staff

Tarius D. Williams

Director, Operations & Administration

Thomas E. Smith

Associate, Client Advisor, Wealth Management

Tom Roupe

Chief Executive Officer

Toyan Foster

Associate, Wealth Management

W. Miles Marks

Managing Director, Client Advisor, Wealth Management

Will Maywald

Associate, Wealth Management

Will Thomson

Director, Investment Management

Willie T. Langston

Executive Vice Chairman, Founding Partner, Wealth Management

Zach Turman

Analyst, Wealth Management

Avalon Private Wealth