Louis began his brokerage career in 1987 and has over thirty years of experience including time at Merrill Lynch, Prudential Securities, Shearson, PaineWebber, Wachovia, and Morgan Stanley. During his career, he managed a $1.5 billion book of business to include corporate executive services and private clients. He has also successfully assembled multiple resource teams in four situations to serve his diverse client base. He is currently CEO of Hayden Royal and Owner of Zermatt Wealth Partners.
Jeff has more than twenty five years of industry experience in all areas of asset management and trading. Jeff previously held executive positions with Merrill Lynch and Dean Witter (now part of Morgan Stanley) as well as senior portfolio management roles at two regional money managers. In 1997, Jeff purchased Sovereign Advisors, an RIA firm with less than $100M AUM. By 2005, Jeff had raised Sovereign’s AUM to 1.5B. Jeff sold Sovereign to Titanium Asset Management in 2007. Jeff now leads Maven’s research department.
Chad Paul is a co-founder of Harbor Island Equity Partners. He is currently Chief Executive Officer (CEO) of Bald Head Island Limited, LLC a year-round and vacation community located just off the coast of Southport, NC. Previously Chad was a Managing Partner of Arnolt Partners, LLC, a private equity investment partnership in Indianapolis where he was responsible for overseeing a diverse mix of industry and product service company holdings. Chad’s past employers include JP Morgan Chase, and Salomon Brothers, Inc. Chad holds a B.A. degree in economics from Holy Cross and a Masters from the Harvard University Graduate School of Business Administration. Additionally, he is actively involved with the University of North Carolina at Wilmington where he serves on the Board of the Cameron School of Business. Chad was also a former member of the NC Banking Commission.
Dr. Meyer Dworsky is a neonatologist in Huntsville, Alabama and is affiliated with multiple hospitals in the area, including Crestwood Medical Center and Hill Hospital of Sumter County. He received his medical degree from the University of North Carolina at Chapel Hill School of Medicine and has been in practice for more than 20 years. He is one of 3 doctors at Crestwood Medical Center and one of 3 at Hill Hospital of Sumter County who specialize in Neonatal-Perinatal Medicine.
David was Founder & President of McGladrey’s Wealth Management Group until he retired in 2009. He has also held posts as Prudential Securities Mid- Atlantic regional director as well as various positions with Wachovia Securities, Carolina Securities, J.C Bradford & Co., Legg Mason Wood Walker, and Merrill Lynch. David is a graduate of UNC Chapel Hill.
Tommy has over 30 years’ experience in all aspects of the financial services industry. This includes leading a multi-billion dollar private bank and multifamily office for Wachovia in Palm Beach, Florida, serving as President and CEO of a family office and private trust company, formation and leadership of an SEC-registered RIA, and advising numerous single and multi-family offices on strategy and governance. He is currently a senior advisor to SunGate Capital LLC (SFO), partner of and advisor to Blueprint Investment Partners LLC, and board member of First Green Bancorp and Investors Preferred Life Insurance Company.
Lee leads SharpVue’s real estate investment effort and maintains many of its larger investor relationships. He has spent his 20+ year career in real estate investment and finance and has been involved in the sector in several contexts, including private equity, investment banking and commercial banking. Immediately prior to SharpVue, he served as budget director for the State of North Carolina, a role in which, among other initiatives, he led an effort to rationalize the state’s real estate portfolio. Lee Attended both Georgetown (JD) and Duke (BA).
Kevin is a seasoned global financial services executive with extensive hands-on experience specializing in regulatory reform, market structure, strategy, and financial innovation. Sub-sectors of expertise include blockchain/cryptocurrency, exchanges, clearinghouses/payment systems, wholesale funding/repo, front office strategy/operations/compliance and private equity due diligence/valuations. He has worked with clients to plan and manage complex business transformation projects and improve business processes. He has also partnered with global financial organizations developing strategies for regulatory change, increasing profitability/market share, overcoming payment/settlement system challenges and managing complex financial/operational risks.