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Our People

We work with a variety of families – each with distinctive goals and needs. Our team is scaled to meet these needs, and our families have exposure to the thinking of decades of experience.
 
As a privately owned, founder-led company, we’re able to work efficiently and respond quickly without anything getting in our way. We pride ourselves on investing our time and resources in four areas of significance – the relationships of our families, the training and support of our people, the expertise of our external business partners, and the development of better ways of growing wealth.

NICHOLAS J. HOFFMAN

FOUNDER

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Nick is the founder of Nicholas Hoffman & Company and has overall responsibility for the management of the firm. For over 26 years he has specialized in providing strategic financial advice to families and closely held businesses. In particular, his focus is on the integration of investment decisions with tax, retirement and inter-generational wealth transfer issues. Nick is a devoted teacher to families on "The Mathematics of Money" and the responsibility that wealth brings. The first program he designed around money and responsibility was featured on National Public Radio. He has taught this program for Pace Academy and is the founder of a summer course on the subject at Cambridge University. Nick chairs the firm's Investment Management Committee.

Nick has served for over 16 years on the Board of Goodwill Industries. He also served on the Board of the Society of International Business Fellows. Nick was born and educated in England, where he received an honors degree in law from the University of Exeter. He began his career as a Chartered Accountant with KPMG in London and Germany. He is a fellow of the Institute of Chartered Accountants.

Organizational Experience:

Diversified Trust Company – Atlanta

Balentine & Company – Atlanta

CIGNA Financial Services – Atlanta

Coutinho, Caro & Co. – Hamburg, Lagos, Atlanta

KPMG – London, Dusseldorf

A. CARL GAMBRELL

PRINCIPAL

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Joining NHCO in 2009, Carl has brought his experience and perspective as an investor to the world of the family office. In addition to being a member and one of the original founders of the Investment Management Committee (IMC), Carl has served in key roles in the Private Debt and Private Real Estate efforts at the firm. Since he began in 1977 Carl has understood that investing is about taking risks. Many investors fail in understanding and evaluating the risk they are taking. The market is a humbling entity and has taught him that you will never understand all your risks, but it doesn't mean you stop in search of that risk. The work and the lessons the market teaches are ongoing.

Carl has used NHCO to expand his passion for writing and education. He began to publish NHCO’s “The Weekly” in January of 2010 and remains today the chief writer of the piece produced each week. He has approached The Weekly as a way to help readers look at an investment or issue in the market in a non-traditional, but thought provoking manner. His commitment to education has extended to his annual Women's Investment Seminar. Driven out of a client need, Carl began to host an annual investment seminar in the Fall of 2010 designed and catering to the needs of women investors.

Organizational Experience:

Bank of America Capital Markets – Atlanta

Merrill Lynch Global Markets and Investment Banking – Atlanta

Credit Suisse First Boston – Atlanta

GARY B. MARTIN, CFA

PRINCIPAL

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Gary has over 28 years of financial services experience and since 1993 has worked with numerous and diverse affluent families. His primary responsibility is working with clients on all aspects of their strategic planning and investment management issues. Gary's experience provides him with a strong foundation in both public and private investment management, financial and generational planning, and nuances of Delaware personal trusts. In addition to the public markets, Gary also offers considerable experience in alternative investing with emphasis on the private debt, private equity and private real estate markets. Prior to focusing on private wealth management Gary spent seven years on Wall Street in institutional sales and trading environments. Gary brings an institutional framework to client portfolio management and a deep understanding of market and economic trends. He is a member of the firm's Investment Management Committee.

Gary graduated from Harvard College in 1984 with a Bachelor of Arts in Economics and received his Masters in Business Administration from Emory University in 1993. While attending Harvard Gary was a four year letterman for the Men’s Varsity Ice Hockey Team which in 1982-1983 was Runner-Up Division I National Champions. Gary earned the CFA designation in 1997.

Organizational Experience:

Wilmington Trust Company – Atlanta

Balentine & Company – Atlanta

Union Bank of Switzerland – New York

Bankers Trust Company – New York

ELEANOR D. QUARLES

DIRECTOR OF CLIENT SERVICES

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Eleanor serves as the firm's Director of Client Services where she is responsible for client account administration and operations. Prior to joining Nicholas Hoffman and Company, Eleanor worked as a Client Service Officer for Wilmington Trust Wealth Advisory Services, servicing high net worth families for 17 years. She was a member of Wilmington Trust's Diversity Council to the National Offices. She began her career at Merrill Lynch Pierce Fenner and Smith in Princeton, New Jersey.

Eleanor is a graduate of Douglas College, Rutgers University. She was a founding member of New Creation Christian Fellowship of Stone Mountain, Georgia, where she participated in community outreach, facilitated a divorce support group, and directed the children’s church ministry for ten years. She was also the founding member and past president of IWAMS investment club. She currently serves on the advisory board of GLOSS (God’s Ladies of Significance and Service), which helps to enrich the lives of young women throughout the community. She is now a founding member of First Congregation Ministries International, with her husband Martin Quarles.

Organizational Experience:

Wilmington Trust Company – Atlanta

Balentine & Company – Atlanta

Merrill Lynch Pierce Company – Princeton

MICHAEL W. MASTERS

SENIOR INVESTMENT ADVISOR

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Mike has over 23 years of financial market experience. His responsibilities include client account management and participation in developing the firm’s investment platform with a focus on public investments and hedge funds. Mike works with families on investment strategy, asset allocation, strategic planning, and cash flow management. He also has extensive experience in investment manager research and due diligence. Mike is a member of the firm’s Investment Management Committee.

Mike holds a Bachelor of Arts in Philosophy from Emory University where he graduated with honors. He also holds a Masters of Business Administration in Finance and Real Estate from Georgia State University. Mike is a member of the CFA Institute, the Atlanta Society of Finance and Investment Professionals, and the Financial Planning Association. Mike was inducted into Beta Gamma Sigma, the International Honor Society recognizing academic achievement among business school students and he received the Wall Street Journal Award in recognition of his outstanding academic achievement.

Outside of work, Mike and his wife Kathy are avid cyclists and fitness enthusiasts. They have contributed to numerous cycling and active lifestyle charity events.

Organizational Experience:

Sterling Investment Management – Atlanta

Daniel Financial Group – Atlanta

RICHARD RUSHTON

DIRECTOR OF OPERATIONS

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Richard has over 30 years of experience in business management and economic analysis. He serves as the firm's Director of Operations and is a member of the firm's Investment Management Committee. After working initially as an economist and policy advisor for a lobbying organization in London, Richard spent 10 years consulting for, and then managing, fast growing retail banking operations for the NatWest Group and HSBC. In 1996 he moved to the US where he jointly led the growth of Griffin Services from annual revenues of $15 million to $350 million. In 2001 Griffin Services was sold to the VT Group, a publicly quoted UK company where Richard subsequently served as CEO of VT's US Company, and as a member of the Executive Board of VT plc in the UK.

Richard was born and educated in England. He received his undergraduate degree from the University of Reading in 1979, and his graduate degree in Economics from the University of Oxford in 1981. Richard serves as a board member of Goodwill of North Georgia and Soccer in the Streets.

Organizational Experience:

VT Group – Atlanta

Griffin Services – Atlanta

HSBC – Leeds

NatWest – London/Birmingham

National Farmers Union - London

CAMERON R. SIMONDS

SENIOR INVESTMENT ADVISOR

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Cam has over 10 years of experience in wealth management. As a Senior Investment Advisor, Cam works with clients on investment management, asset allocation decisions, and strategic planning. As a regular part of client account management Cam emphasizes liquidity planning for investment sizing and pacing. In addition to his client responsibilities Cam is responsible for developing specific segments of the firm’s private investing platform, and leads efforts to expand the firm’s private equity program. His work with private equity includes conducting investment due diligence of existing managers and new opportunities as well as helping clients design private equity portfolios that mitigate concentration and timing risks. Cam is a member of the firm’s Investment Management Committee.

His background includes experience in portfolio management operations and comprehensive financial planning. Through this experience Cam developed a broad understanding of core financial principles that enables him to better guide clients toward their financial goals.

Cam grew up in Atlanta, attended Pace Academy, and is a graduate of Presbyterian College with a bachelor's degree in Business Administration.

Organizational Experience:

Executive Advisor Group – Atlanta, GA

M. ADAM STIMPERT

MANAGER, DATA & REPORTING

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Adam manages the flow of information from fund and property managers to proprietary tracking tools and financial reporting software. Adam is responsible for the data consolidation and analysis needed to produce reports for our families on both an ad hoc and quarterly basis. He ensures that our reporting system, including valuation methodology, is consistent with manager statements as well as firm compliance policies and procedures. He also provides support to the firm’s due diligence and monitoring of private equity opportunities. Additionally, Adam assists with client servicing and in the ongoing development of the firm’s private investment platform.

An Atlanta native, Adam attended Woodward Academy and graduated with a BSM in Finance from Tulane University. At Tulane, Adam completed the Burkenroad Reports program which provided him with valuable insights and experience in equity valuation techniques.

Organizational Experience:

Union Bank of Switzerland – Atlanta (intern)

BETSY J. HARRIS

SENIOR MANAGER, CLIENT RELATIONS

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With over 19 years of experience in the financial services industry, Betsy serves as the Senior Manager of Client Relations at Nicholas Hoffman and Company. Prior to joining the firm, Betsy worked as a Senior Client Service Officer and Fiduciary Associate for Wilmington Trust Wealth Advisory Services. While at Wilmington Trust, she also served as a compliance administrator for the southeast region. At our firm, Betsy’s primary responsibility is to ensure the highest level of satisfaction across all clients by developing and implementing timely and comprehensive communication processes tailored to each client. Her duties include supporting all aspects of the client relationship for several clients, as well as serving as process manager for the administration of private investment portfolios. She also assists in developing and nurturing new client relationships.

Betsy studied Business Administration at Kennesaw State University and is currently working towards a Designation of Certified Trust and Financial Advisor through Cannon Financial Institute.

Organizational Experience:

Wilmington Trust Company – Atlanta

Balentine & Company – Atlanta

FSC Securities Corporation – Atlanta

CAREY S. BLAKLEY

MANAGER, PORTFOLIO MANAGEMENT & ASSET ALLOCATION

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As the Manager of Portfolio Management and Asset Allocation, Carey provides the advisory and administration teams with the tools and information needed to develop and maintain long-term asset allocation strategies across our client base. In addition, he delivers support to the Investment Management Committee through the monitoring of economic and market trends and the provision of ongoing due diligence research on our fixed income, public equity, private debt, and hedge fund platform managers and strategies. Finally, his duties to our families culminate in the servicing of client relationships.

Carey is a native of Memphis, TN and graduated with honors from the Georgia Institute of Technology, where he received his Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in International Affairs. He intends to continue his education and, after passing the CFA Level I Exam in June 2017, he looks forward to the opportunity to obtain this and other certifications in the future.

Organizational Experience:

Segrest Inc. – Atlanta

CHLOÉ A. MOORE

FINANCIAL PLANNER

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Chloé’s responsibilities cover both financial planning and client service management. Working in the financial services industry for over 13 years, Chloé has provided comprehensive financial planning services to high net worth families, corporate executives, and institutions. In addition to financial planning, her experience includes qualified and non-qualified retirement plans, executive benefits, account management, operations, and financial education. Chloé has a passion for financial planning and enjoys building relationships where her clients see her as a trusted advisor. When providing financial planning services, Chloé takes a collaborative approach with clients and their other advisors and creates customized solutions that incorporate her clients’ goals and financial objectives. She currently works at the firm on a part-time basis.

Chloé graduated from the University of Alabama with a Bachelor of Science in Consumer Sciences, with a concentration in Family Financial Planning and Counseling. She is a Certified Financial Planner™ Practitioner and an active member of the Financial Planning Association and the Estate Planning Council of North Georgia.

Organizational Experience:

Diversified Trust Company – Atlanta

Meld Financial – Birmingham

The Shobe Financial Group – Baton Rouge

DAN HALL

FAMILY OFFICE ASSOCIATE

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Dan's primary duties involve supporting all aspects of the client relationship. He is also responsible for developing the firm’s real estate platform, which includes the completion of due diligence at both the manager and investment level. Additionally, Dan is tasked with administering the progression of the firm’s marketing efforts. This includes the management of the firm’s website and advancement of the firm’s client relationship management system (CRM).

Dan is originally from England and attended The Lovett School upon moving to Atlanta. He received his Bachelor of Science degree from the College of Charleston in International Business.

NIRVANNA SILVA

BUSINESS ANALYST

photo of Nirvanna Silva

As the firm’s Business Analyst, Nirvanna provides consulting services in different areas of our business. She is in charge of the organizational processes and procedures within the firm, developing and overseeing the implementation of new management information systems. Nirvanna’s duties include the analysis, evaluation, and redesign of the firm’s client relationship management system, ensuring the highest level of client service delivery. She is also tasked in supporting all aspects of the client relationship and its development.

Nirvanna grew up in Mexico City. She attended Brevard College where she received her Bachelor of Arts in Business and Organizational Leadership and a minor in Environmental Studies. Outside of work, Nirvanna is a passionate tennis player who contributes to the Hispanic outreach tennis program in Atlanta.