team

- Founded Silverleafe Capital Partners in 2004

- Works strategically with families regarding issues affecting their wealth

Integrates personal and professional experience assisting clients with business and family liquidity planning

- Co-chair of the firm’s investment committee

- Over two decades of industry experience advising clients and managing portfolios

- Graduated with a Bachelor of Business Administration with Honors from Else School of Management at Millsaps College

- Holds Series 65 securities license

- Board chair of Memphis Center for Urban Theological Studies (MCUTS)

- Board chair of the Tennessee Girls Lacrosse Association (TGLA)

- Head Varsity Girls Lacrosse Coach — St. George’s Independent School

- Board member Memphis Gridiron Ministries (MGM)

- Board member of the Rotary Club of Memphis East

- Married to Chris and has twin daughters, Mary and Margaret, and a son, Will

- Joined the Silverleafe Capital Partners team in 2010 as Director of Investments

- Designs and implements the framework for the firm’s proprietary strategies

- Responsible for active management of the strategies to include developing and implementing all changes, monitoring, testing and trading

- Directs firm’s equity and fixed income analysis, from both fundamental and technical standpoints

- Co-Chairs Investment Committee

Authors and distributes periodic market/economic commentary to clients and prospects

- Advising clients and managing portfolios since 2002

- Prior to joining Silverleafe, served as Vice President at Morgan Asset Management and was the lead analyst and co-manager of two proprietary large-cap mutual funds

- Graduated with a Bachelor of Business Administration in 2000 and a Master of Business Administration in 2001 from Millsaps College

- Guest lecturer, University of Mississippi (’14) and Christian Brothers University M.B.A. Program (’18)

- Holds the Chartered Financial Analyst designation

- Eagle Scout

- Board member of the General Louis Wilson Fund of Millsaps College

- Serves in Christ United Methodist Church Athletic Ministry

- Den Leader for Cub Scout Pack 241, Christ United Methodist Church

- Serves the Salvation Army’s “Young Army” with his family

- Has three children, Charlie, Clark, and Hank, with his wife, Katherine

- Joined Silverleafe Capital Partners team in 2011 as Director of Client Planning & Operations

- Serves as Chief Compliance Officer

Leads the firm’s financial planning efforts, provides day-to-day client service, and communicates directly with the firm’s custodians

- Working directly with high net worth individuals, business owners, and institutions to help them achieve their financial goals since 2003

- Prior to joining Silverleafe, served as a Wealth Advisor for United Capital Financial Advisors

- Graduated with a Bachelors in Business Administration from the University of Mississippi

- Letterman in tennis for the University of Mississippi

- Holds the Certified Financial Planner (CFP®) designation

- Holds Series 66 securities license

- Enjoys serving in the Second Presbyterian Church Athletic Ministry and volunteering at his children’s schools

- Member Navy League of Memphis

- Member Ole Miss M-Club Alumni Chapter

- Married to Caroline and has three children, Jack, Lilly and George

- Joined Silverleafe Capital Partners team in 2017 as Managing Director and Senior Investment Advisor

- Advising high net worth individuals, families, and businesses on their overall wealth management strategy since 1999

- Graduated with a Bachelors in Business Administration from the University of Mississippi

- Attained Financial Planning degree from Christian Brothers University

- 4-year letterman in football for the University of Mississippi

- Certified Financial Planner (CFP®) since 2007

- Served as a board member for the Special Olympics – Memphis Chapter

- Served as President of the Ole Miss M-Club Alumni Chapter

- President of the Germantown Football League from 2015-2017

- Married to Ashley and has three children, Ryne, Meredith and William