FOUNDER and Managing Partner
Eric has 20+ years of industry distribution experience with leading investment firms.
From 2013-2019, Eric served as the Head of Distribution for Angel Oak Capital, a specialized fixed income manager. From 2008-2013, Eric held various sales positions and a senior management role at Trust Company of the West (TCW). His prior experience includes positions with Nuveen Investments, Prudential and Merrill Lynch.
Eric holds a B.B.A. degree in Finance from Terry College of Business at the University of Georgia. He also holds a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania.
Eric holds his Series 7, Series 63 and Series 24 licenses.
Founder and Managing Partner
David has 10+ years of industry distribution experience with leading investment firms.
From 2012-2019, David served as the Head of West Coast distribution for Angel Oak Capital . Most recently, he served as the co-Head of Institutional Sales serving the firm’s institutional client base. Previously, David served as Assistant Vice President for Trust Company of the West (TCW) in Los Angeles, California.
David holds a B.A. degree in Economics and Accounting/Finance with a minor in Leadership Studies from Claremont Mckenna College.
David holds his Series 7 and Series 63 licenses.
Founder and CEO
Brian has over 25+ years of sales, operations and marketing experience.
From 2014- 2018 Brian served as the Chief Operating Officer at Angel Oak Capital Advisors, a specialized fixed income manager. His primary responsibilities included oversight over Marketing, Operations and Risk. From 2012-2014, he served as the Director of Sales and Marketing.
From 1998-2007, Brian co-founded SouthStar Funding, a non-agency mortgage originator with over 800 employees nationwide. Brian served as the Executive Vice President with direct oversight over the Sales, Marketing, E-Commerce and Correspondent divisions and over 225 employees. SouthStar Funding originated over $6.5 billion in annual non-agency originations.
Brian holds a B.B.A. degree in Marketing from Terry College of Business at the University of Georgia.
Brian holds his Series 7, Series 63 and Series 24 licenses.
Business Development TEAM
VP, Business Development
Alex has 7+ years of financial services experience with leading wealth management and investment firms.
From 2017 to 2019, Alex served as Vice President of Business Development and previously as the Assistant Vice President, Regional Director for Angel Oak Capital Advisors, a specialized fixed income manager. Previously, Alex held positions in wealth management at Edward Jones, Raymond James, and an Atlanta- based Registered Independent Advisor (RIA).
Alex holds a B.A. degree in History from the University of Georgia.
Alex holds her Series 7 and Series 63 licenses.