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Meet Our Team

Senior Leadership

Walter

Walter "Walt" M. Deriso, III

Senior Vice President, Director of Strategic Growth and Family Office Solutions

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Jennifer Pratt Headshot

Jennifer Pratt

Senior Vice President, Director of Strategic Services

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Michael

Michael "Mike" Sluder

Senior Vice President, Chief Investment Officer

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Robert

Robert "Rob" L. Persons

Senior Vice President; Director of Advisory Services

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Hamilton Hilsman, IV Headshot

Hamilton Hilsman, IV

Senior Vice President, Lead Family Office Advisor & Director, Bradley Family Office

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Oscar

Oscar "Lee" Wiseley, Jr.

Senior Vice President, Director of Wealth Strategies

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