We value a workplace where team members can grow and collaborate.

Our success comes from trusting our associates, providing them with the tools to succeed, and learning from shared practices across multiple industries.

Our Mission

To invest in the power of people and leverage an entrepreneurial mindset in order to build enduring value, together.

Our Values


We are proud of our work yet remain grounded as we know many people are responsible for our success.


We hold ourselves to high standards in everything we do and constantly seek to improve ourselves, personally and professionally, while having fun along the way.


We strive to earn trust by doing the right thing and being accountable for our actions.


We encourage a culture of servant leadership and attend to all who cross our paths.


We regard and appreciate each individual’s talents, differing perspectives and abilities to contribute.


We make wise choices, always keeping in mind the best interests of our clients.

Cecil Carney

Chief Financial Officer

Emily Cates

Manager, Human Resources

Erika Davis

Executive Administrative Assistant

Matt Edge

Senior Accountant

Jan Hunter

Accounts Payable Clerk

Kem Wilson, III


Amy Jarreau

Payroll Manager

Spence Wilson, Jr.


Jenny Louie

Senior Accountant

Rebecca Wilson Macsovits


Nick Morrison

Investment Analyst

Zach Ogale

Chief Compliance Officer, General Counsel

Ryan Pellum

Chief Operating Officer/Vice President of Finance

Sloane Reed

Investor Relations/Fund Operations

David Rochefort

Senior VP of Asset Management

Zach Schmidt

Senior VP of Investments

Jay Schulte

Senior VP of Investments

Sam Stovall

Investment Associate

Webb Wilson

Chief Executive Officer and Chief Investment Officer

McLean Wilson