Capital Management Professionals

Meet Our Professionals

Todd Golden, CFA
Senior Portfolio Manager & Director of Fixed Income

Read About Todd Golden, CFA

Caleb Adair, CFA
Senior Portfolio Manager

Read About Caleb Adair, CFA

Jennifer Rawls, IACCP®
Compliance Manager

Read About Jennifer Rawls, IACCP®

Laura McCurry, CTFA
Client Relationship Coordinator

Read About Laura McCurry, CTFA

2728 19th Place South, Ste 160
Homewood, AL 35209

1820 West End Ave, 2nd Floor
Nashville, TN 37203

82A Clark Blvd
Tupelo, MS 38804