I am an institutional investment advisor based in Nashville, TN. CAPTRUST welcomed me to the team in 2021 as a principal upon acquiring my prior firm (Ellwood Associates). I bring over 20 years of experience in providing investment advisory services to institutional clients. At CAPTRUST, I help endowments, foundations, healthcare institutions, family offices, and corporate retirement plans to achieve their goals and objectives while fulfilling their fiduciary duties. I joined CAPTRUST from Ellwood Associates—a comprehensive financial services firm where I served as a senior consultant and as director of alternative manager research. In this role, I relied heavily on in-depth qualitative a