In a world of ever larger firms, our team remains nimble and dedicated to a personal client service oriented culture.
As Director of Research, Carey provides our advisory and administration teams with the tools and information needed to construct and maintain long-term asset allocation strategies for our clients. He oversees our client reporting team, guiding the development and production of our integrated client performance and reporting systems. Finally, as a member of our Investment Management Committee, he leads the implementation, administration, and ongoing due diligence needs of our directly held stock program and private real estate strategies.
Carey is a native of Memphis, Tennessee. He graduated with honors from Georgia Tech, where he received his bachelor’s degree in business administration with a finance concentration and a minor in international affairs. He is a CFA charterholder. In his free time, he is an active backcountry hiker, avid snowboarder, and general tinkerer.
Organizational Experience:
Segrest Inc. – Atlanta
As Director of Research, Carey provides our advisory and administration teams with the tools and information needed to construct and maintain long-term asset allocation strategies for our clients. He oversees our client reporting team, guiding the development and production of our integrated client performance and reporting systems. Finally, as a member of our Investment Management Committee, he leads the implementation, administration, and ongoing due diligence needs of our directly held stock program and private real estate strategies.
Carey is a native of Memphis, Tennessee. He graduated with honors from Georgia Tech, where he received his bachelor’s degree in business administration with a finance concentration and a minor in international affairs. He is a CFA charterholder. In his free time, he is an active backcountry hiker, avid snowboarder, and general tinkerer.
Organizational Experience:
Segrest Inc. – Atlanta
Director of Research
Jeff joined the firm in 2021 as a Senior Investment Advisor with responsibilities including client account management and participation in developing the firm’s investment platform, primarily in private income. Jeff works with clients on investment strategy and allocation, strategic planning, and cash flow management. He is a member of the firm’s Investment Management Committee. Jeff has over 30 years of financial market experience, providing manager selection, portfolio construction, and asset allocation in close collaboration with clients and client teams.
Prior to joining Nicholas Hoffman & Company, Jeff was a partner at Diversified Trust Company for 10 years, where he served as Director of Diversifiers and led the firm’s asset allocation effort. Prior to that, Jeff held senior investment positions at several firms, including as lead Portfolio Manager for the hedge fund of funds complex at Wilmington Trust Company and Chief Investment Officer at Homrich Berg in Atlanta.
Jeff’s insights have been sought out for industry conferences such as the American Bankers Association, by publications such as The Wall Street Journal, and for television, where he was a regular contributor on Fox Business Network. He graduated from Syracuse University with a Bachelor of Arts in economics, is a Chartered Financial Analyst, and is a member of the CFA Institute and CFA Society Atlanta.
Organizational Experience:
Diversified Trust Company – Atlanta
Wilmington Trust Company – Atlanta
Homrich Berg – Atlanta
Atlantic Trust Company – Atlanta
H.C. Wainwright & Co. – Boston
Alex. Brown & Sons – Atlanta
Jeff joined the firm in 2021 as a Senior Investment Advisor with responsibilities including client account management and participation in developing the firm’s investment platform, primarily in private income. Jeff works with clients on investment strategy and allocation, strategic planning, and cash flow management. He is a member of the firm’s Investment Management Committee. Jeff has over 30 years of financial market experience, providing manager selection, portfolio construction, and asset allocation in close collaboration with clients and client teams.
Prior to joining Nicholas Hoffman & Company, Jeff was a partner at Diversified Trust Company for 10 years, where he served as Director of Diversifiers and led the firm’s asset allocation effort. Prior to that, Jeff held senior investment positions at several firms, including as lead Portfolio Manager for the hedge fund of funds complex at Wilmington Trust Company and Chief Investment Officer at Homrich Berg in Atlanta.
Jeff’s insights have been sought out for industry conferences such as the American Bankers Association, by publications such as The Wall Street Journal, and for television, where he was a regular contributor on Fox Business Network. He graduated from Syracuse University with a Bachelor of Arts in economics, is a Chartered Financial Analyst, and is a member of the CFA Institute and CFA Society Atlanta.
Organizational Experience:
Diversified Trust Company – Atlanta
Wilmington Trust Company – Atlanta
Homrich Berg – Atlanta
Atlantic Trust Company – Atlanta
H.C. Wainwright & Co. – Boston
Alex. Brown & Sons – Atlanta
Senior Investment Advisor
Whitney Butler
Financial Planner
As the firm’s financial planner, Whitney assists client families with tax-efficient strategies, trust, and estate planning. She also helps small business owners with retirement plan selection and manages our strategic modeling technology. Whitney is applying her previous experience to the management and development of our website and blog and the support of our educational outreach activities.
Whitney is from North Carolina and graduated with honors from Furman University, where she received her Bachelor of Arts degree in economics. She is currently enrolled in the Emory Financial Planning Certification Program. She is passionate about education and financial literacy and strives to share her knowledge to positively impact the lives of our clients and those in our surrounding community.
Organizational Experience:
Furman University - Greenville, South Carolina
Whitney Butler
Financial Planner
As the firm’s financial planner, Whitney assists client families with tax-efficient strategies, trust, and estate planning. She also helps small business owners with retirement plan selection and manages our strategic modeling technology. Whitney is applying her previous experience to the management and development of our website and blog and the support of our educational outreach activities.
Whitney is from North Carolina and graduated with honors from Furman University, where she received her Bachelor of Arts degree in economics. She is currently enrolled in the Emory Financial Planning Certification Program. She is passionate about education and financial literacy and strives to share her knowledge to positively impact the lives of our clients and those in our surrounding community.
Organizational Experience:
Furman University - Greenville, South Carolina
Senior Manager, Planning Services
Corey takes a lead role in ensuring that our private investment platform meets the needs of our clients. This includes the analytical work needed to understand the market, assess new opportunities, and evaluate the performance of existing investments. Corey also drives the ongoing development of proprietary tools used to implement our private market strategies, including cash-flow management and the long-term planning of allocation, size, and timing for future capital commitments. In addition, he oversees the management of reporting, ensuring advisors and clients have the information they need to be delivered in a timely, accurate, and useful manner.
Corey grew up in Atlanta, where he attended The Lovett School. He graduated from the University of Georgia, where he earned a Bachelor of Business Administration with a concentration in accounting.
Organizational Experience:
Peachtree Planning Wealth Management - Atlanta (Intern)
Corey takes a lead role in ensuring that our private investment platform meets the needs of our clients. This includes the analytical work needed to understand the market, assess new opportunities, and evaluate the performance of existing investments. Corey also drives the ongoing development of proprietary tools used to implement our private market strategies, including cash-flow management and the long-term planning of allocation, size, and timing for future capital commitments. In addition, he oversees the management of reporting, ensuring advisors and clients have the information they need to be delivered in a timely, accurate, and useful manner.
Corey grew up in Atlanta, where he attended The Lovett School. He graduated from the University of Georgia, where he earned a Bachelor of Business Administration with a concentration in accounting.
Organizational Experience:
Peachtree Planning Wealth Management - Atlanta (Intern)
Senior Manager, Private Markets and Analytics
Lloyd joined the firm in the fall of 2017 and brings thirty years of experience working as a portfolio manager, trader, and financial analyst. He has deep knowledge of markets and the importance of asset allocation and due diligence. He has been in Atlanta for the entirety of his professional life, spending ten years in banking and the last twenty years in insurance asset management. During that time, he worked in both the public and private asset classes with a primary focus on fixed income. He managed assets for company accounts and trusts, partnering with clients on the customized mandate and portfolio construction process. Lloyd has a real insider’s perspective on how Wall Street and the markets function.
Lloyd was born and raised in the South. He earned a bachelor’s degree in business administration in finance from Auburn University, a master’s degree in business administration from Mercer University, and the CFA charter. He is a member of the CFA Institute. Lloyd was selected for the ING Business Program in the Netherlands. Continuing education includes completing the educational requirement for the Certified Financial Planner Program at the University of Georgia.
Lloyd’s volunteer activities have been primarily related to his children’s schools starting at The Lovett School and continuing most recently by serving on the parents’ council at Washington College in Chestertown, Maryland. He spends his free time enjoying being with his family in Atlanta, with an occasional trip to the North Carolina mountains.
Organizational Experience:
Bank South/Bank of America - Atlanta
ING/Voya - Atlanta
Lloyd joined the firm in the fall of 2017 and brings thirty years of experience working as a portfolio manager, trader, and financial analyst. He has deep knowledge of markets and the importance of asset allocation and due diligence. He has been in Atlanta for the entirety of his professional life, spending ten years in banking and the last twenty years in insurance asset management. During that time, he worked in both the public and private asset classes with a primary focus on fixed income. He managed assets for company accounts and trusts, partnering with clients on the customized mandate and portfolio construction process. Lloyd has a real insider’s perspective on how Wall Street and the markets function.
Lloyd was born and raised in the South. He earned a bachelor’s degree in business administration in finance from Auburn University, a master’s degree in business administration from Mercer University, and the CFA charter. He is a member of the CFA Institute. Lloyd was selected for the ING Business Program in the Netherlands. Continuing education includes completing the educational requirement for the Certified Financial Planner Program at the University of Georgia.
Lloyd’s volunteer activities have been primarily related to his children’s schools starting at The Lovett School and continuing most recently by serving on the parents’ council at Washington College in Chestertown, Maryland. He spends his free time enjoying being with his family in Atlanta, with an occasional trip to the North Carolina mountains.
Organizational Experience:
Bank South/Bank of America - Atlanta
ING/Voya - Atlanta
Senior Investment Advisor
Joining Nicholas Hoffman & Co. 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 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 his career in 1977, Carl has understood that investing is about taking calculated risks. Many investors fail to understand and evaluate the risk they are taking. The market is a humbling entity and has taught him that you will never understand all your risks, but that does not mean you stop in search of that understanding.
Carl has been able to expand his passion for writing and education at the firm. He began to publish “The Weekly” in January of 2010 and remains one of the writers of the weekly blog. He has approached The Weekly as a way to help readers look at an opportunity or issue in the market in a non-traditional but thought-provoking manner. His commitment to education has extended to the Women's Investment Seminar. Driven by a client’s need, Carl has hosted investment seminars designed and catered 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
Joining Nicholas Hoffman & Co. 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 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 his career in 1977, Carl has understood that investing is about taking calculated risks. Many investors fail to understand and evaluate the risk they are taking. The market is a humbling entity and has taught him that you will never understand all your risks, but that does not mean you stop in search of that understanding.
Carl has been able to expand his passion for writing and education at the firm. He began to publish “The Weekly” in January of 2010 and remains one of the writers of the weekly blog. He has approached The Weekly as a way to help readers look at an opportunity or issue in the market in a non-traditional but thought-provoking manner. His commitment to education has extended to the Women's Investment Seminar. Driven by a client’s need, Carl has hosted investment seminars designed and catered 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
Principal
Robert is a member of the analysis and reporting team, which oversees the consolidation and interpretation of data to produce reports for clients and internal purposes in both the public and private markets. He manages the flow of information from fund and property managers to internal tracking and reporting systems, ensuring consistency with valuation methodologies and compliance standards. Additionally, Robert contributes to the firm’s private investment platform through due diligence, market research, and strategic development of investment opportunities.
Robert grew up in Birmingham, Alabama, and earned his BSBA in Finance with a minor in Computer Science from Auburn University. During his time at Auburn, he was involved with the Club Golf team and gained industry experience through an internship with a Wealth Management group at Morgan Stanley. Outside of work, Robert enjoys being outdoors, playing competitive sports, and spending time with friends and family.
Robert is a member of the analysis and reporting team, which oversees the consolidation and interpretation of data to produce reports for clients and internal purposes in both the public and private markets. He manages the flow of information from fund and property managers to internal tracking and reporting systems, ensuring consistency with valuation methodologies and compliance standards. Additionally, Robert contributes to the firm’s private investment platform through due diligence, market research, and strategic development of investment opportunities.
Robert grew up in Birmingham, Alabama, and earned his BSBA in Finance with a minor in Computer Science from Auburn University. During his time at Auburn, he was involved with the Club Golf team and gained industry experience through an internship with a Wealth Management group at Morgan Stanley. Outside of work, Robert enjoys being outdoors, playing competitive sports, and spending time with friends and family.
Research Analyst
As our Family Office Associate, Tajana takes a holistic approach to the organization of the family office services we provide. She is focused on providing outstanding client service and supports all aspects of the client relationship. She is responsible for process management, organizational, and administrative support to both investment advisors and client service teams. Tajana is also responsible for ensuring a smooth and successful onboarding process.
Tajana is originally from Alabama and developed a love of travel from growing up in a military family. When she is not servicing clients, she enjoys the herbal essence of life through researching natural products and remedies. In May of 2020, she graduated from Clark Atlanta University, where she received a dual degree in finance & financial planning. After graduating college, she began her career in the banking industry at Citizens Trust Bank.
Organizational Experience:
Citizens Trust Bank – Atlanta
Capital Management Advisors – Atlanta (Intern)
As our Family Office Associate, Tajana takes a holistic approach to the organization of the family office services we provide. She is focused on providing outstanding client service and supports all aspects of the client relationship. She is responsible for process management, organizational, and administrative support to both investment advisors and client service teams. Tajana is also responsible for ensuring a smooth and successful onboarding process.
Tajana is originally from Alabama and developed a love of travel from growing up in a military family. When she is not servicing clients, she enjoys the herbal essence of life through researching natural products and remedies. In May of 2020, she graduated from Clark Atlanta University, where she received a dual degree in finance & financial planning. After graduating college, she began her career in the banking industry at Citizens Trust Bank.
Organizational Experience:
Citizens Trust Bank – Atlanta
Capital Management Advisors – Atlanta (Intern)
Family Office Associate
With over 20 years of experience in the financial services industry, Betsy serves as the Director of Business Operations 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 the firm’s business administration and recruitment process.
Betsy studied Business Administration at Kennesaw State University.
Organizational Experience:
Wilmington Trust Company – Atlanta
Balentine & Company – Atlanta
FSC Securities Corporation – Atlanta
With over 20 years of experience in the financial services industry, Betsy serves as the Director of Business Operations 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 the firm’s business administration and recruitment process.
Betsy studied Business Administration at Kennesaw State University.
Organizational Experience:
Wilmington Trust Company – Atlanta
Balentine & Company – Atlanta
FSC Securities Corporation – Atlanta
Director of Business Operations
Nick is the founder of Nicholas Hoffman & Company and has overall responsibility for the management of the firm. For over 35 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 served for 20 years on the Board of Goodwill Industries. He is a former Chairman and currently serves 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.
Organizational Experience:
Diversified Trust Company – Atlanta
Balentine & Company – Atlanta
CIGNA Financial Services – Atlanta
Coutinho, Caro & Co. – Hamburg, Lagos, Atlanta
KPMG – London, Dusseldorf
Nick is the founder of Nicholas Hoffman & Company and has overall responsibility for the management of the firm. For over 35 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 served for 20 years on the Board of Goodwill Industries. He is a former Chairman and currently serves 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.
Organizational Experience:
Diversified Trust Company – Atlanta
Balentine & Company – Atlanta
CIGNA Financial Services – Atlanta
Coutinho, Caro & Co. – Hamburg, Lagos, Atlanta
KPMG – London, Dusseldorf
Founder and CEO
Anna’s role in the firm enables her to focus on her passion for relationship development and the provision of outstanding client service. As a Client Relationship Manager, she provides support on a full range of family office services to a designated group of clients. In addition, Anna oversees the firm’s client relationship management system.
Prior to joining the firm, Anna worked in the medical technology startup space. Anna grew up in Atlanta and graduated with a degree in Communications and Latin American Studies from Furman University where she studied abroad in Ghana, Italy, and Cuba. Anna has an adventurous spirit, evident when she summitted Mount Kilimanjaro at the age of sixteen! Anna serves on the Shepherd Center Junior Committee, a non-profit hospital in Atlanta, and as a Board Director at JScreen, a nonprofit dedicated to advancing accessibility to reproductive and cancer testing.
Organizational Experience:
Healthcare Bluebook – Nashville
Trilliant Health – Nashville
GreenLight Medical – Nashville
Nick is the founder of Nicholas Hoffman & Company and has overall responsibility for the management of the firm. For over 35 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 served for 20 years on the Board of Goodwill Industries. He is a former Chairman and currently serves 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.
Organizational Experience:
Diversified Trust Company – Atlanta
Balentine & Company – Atlanta
CIGNA Financial Services – Atlanta
Coutinho, Caro & Co. – Hamburg, Lagos, Atlanta
KPMG – London, Dusseldorf
Client Relationship Manager
Aaron has over 15 years of experience in financial services, including more than 9 years in wealth management. He previously worked at SunTrust Private Wealth Management focusing on fixed income and structured products. As an Investment Advisor, Aaron works with clients on investment management, asset allocation decisions, strategic planning and client service.
Aaron was born and raised in Indianapolis and moved to Atlanta to attend Emory University, where he graduated with a BA in Economics. He completed the Chartered Alternative Investment Analyst program, CAIA, in 2011. Aaron and his family enjoy an active lifestyle, exploring the outdoors, and nurturing their backyard ducks, rabbits, and chickens. He is also an experienced endurance athlete and an aspiring freediver.
Organizational Experience:
SunTrust Investment Services Private Wealth Management
E*Trade Financial
Opus Trading Fund
Aaron has over 15 years of experience in financial services, including more than 9 years in wealth management. He previously worked at SunTrust Private Wealth Management focusing on fixed income and structured products. As an Investment Advisor, Aaron works with clients on investment management, asset allocation decisions, strategic planning and client service.
Aaron was born and raised in Indianapolis and moved to Atlanta to attend Emory University, where he graduated with a BA in Economics. He completed the Chartered Alternative Investment Analyst program, CAIA, in 2011. Aaron and his family enjoy an active lifestyle, exploring the outdoors, and nurturing their backyard ducks, rabbits, and chickens. He is also an experienced endurance athlete and an aspiring freediver.
Organizational Experience:
SunTrust Investment Services Private Wealth Management
E*Trade Financial
Opus Trading Fund
Investment Advisor
Paige is dedicated to delivering exceptional client experiences. She supports a select group of clients with comprehensive family office services, including service coordination, process management, and administrative support for advisors and service teams.
She began her career in nonprofit administration, where she developed a passion for outreach and communication—skills that continue to shape her work in financial services. A graduate of California State University with a degree in Communications, Paige brings a thoughtful, personalized approach to every client relationship.
Based in Decatur, Paige is also a singer-songwriter who performs across the city. In her free time, you can find Paige hiking with her dogs, perusing farmers markets, or testing a new recipe in her kitchen.
Organizational Experience:
Global Giving LA
Wells Fargo
JPMorgan Chase
Paige is dedicated to delivering exceptional client experiences. She supports a select group of clients with comprehensive family office services, including service coordination, process management, and administrative support for advisors and service teams.
She began her career in nonprofit administration, where she developed a passion for outreach and communication—skills that continue to shape her work in financial services. A graduate of California State University with a degree in Communications, Paige brings a thoughtful, personalized approach to every client relationship.
Based in Decatur, Paige is also a singer-songwriter who performs across the city. In her free time, you can find Paige hiking with her dogs, perusing farmers markets, or testing a new recipe in her kitchen.
Organizational Experience:
Global Giving LA
Wells Fargo
JPMorgan Chase
Client Relationship Manager
Cole is a member of our reporting and analysis team which is responsible for the data consolidation and analysis needed to produce accurate reports for our families on both an ad hoc and quarterly basis. The team manages the flow of information from the fund and property managers to proprietary tracking tools and financial reporting software, with a focus on the management and reporting of all the firm’s private investment transactions. Cole is also a member of the private real estate team, where he researches and analyzes potential new investments, including conducting market analyses and completing in-depth due diligence.
Cole grew up in Alpharetta, Georgia and graduated from Clemson University with a bachelor’s degree in economics and a minor in financial management. During his time in college, he co-founded a successful small business and helped initiate the first special needs kids into a fraternity in school history. Cole has a passion for entrepreneurship, working with special needs kids, fly-fishing, and snowboarding.
Cole is a member of our reporting and analysis team which is responsible for the data consolidation and analysis needed to produce accurate reports for our families on both an ad hoc and quarterly basis. The team manages the flow of information from the fund and property managers to proprietary tracking tools and financial reporting software, with a focus on the management and reporting of all the firm’s private investment transactions. Cole is also a member of the private real estate team, where he researches and analyzes potential new investments, including conducting market analyses and completing in-depth due diligence.
Cole grew up in Alpharetta, Georgia and graduated from Clemson University with a bachelor’s degree in economics and a minor in financial management. During his time in college, he co-founded a successful small business and helped initiate the first special needs kids into a fraternity in school history. Cole has a passion for entrepreneurship, working with special needs kids, fly-fishing, and snowboarding.
Senior Analyst
Gary has over 40 years of financial services experience and since 1993 has worked with numerous affluent families. His primary responsibility is working with families on all aspects of their financial well-being including strategy, asset management, retirement and generational planning and nuisances of Delaware personal trusts. Gary's experience provides him with a strong foundation in both public and private investment areas including private debt, private equity, and private real estate markets. Gary is a member of the firm's Investment Management Committee.
Prior to focusing on private wealth management, Gary spent seven years on Wall Street in institutional sales and trading. Gary brings an institutional framework to client portfolio management and a deep understanding of the market and economic trends.
Gary graduated from Harvard College in 1984 with a Bachelor of Arts in economics and received a Master of 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
Gary has over 40 years of financial services experience and since 1993 has worked with numerous affluent families. His primary responsibility is working with families on all aspects of their financial well-being including strategy, asset management, retirement and generational planning and nuisances of Delaware personal trusts. Gary's experience provides him with a strong foundation in both public and private investment areas including private debt, private equity, and private real estate markets. Gary is a member of the firm's Investment Management Committee.
Prior to focusing on private wealth management, Gary spent seven years on Wall Street in institutional sales and trading. Gary brings an institutional framework to client portfolio management and a deep understanding of the market and economic trends.
Gary graduated from Harvard College in 1984 with a Bachelor of Arts in economics and received a Master of 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
Principal
Mike has over 30 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 Master of Business Administration in finance and real estate from Georgia State University. Mike is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. 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
Mike has over 30 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 Master of Business Administration in finance and real estate from Georgia State University. Mike is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. 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
Senior Investment Advisor
Meghan joined the firm to provide family office services, financial planning, and investment guidance to our clients. Prior to joining the firm, Meghan worked at the family office of a prominent New York investor, overseeing the owner’s art collection and other personal investments. Meghan began her career working in the art world at Sotheby’s New York, facilitating valuations of art and collectibles for tax, insurance, and planning purposes.
Meghan grew up in Atlanta and is a graduate of Emory University, where she earned a Bachelor of Business Administration with a concentration in finance and a double major in art history.
Organizational Experience:
Cohen Private Ventures – New York
Sotheby’s – New York
Meghan joined the firm to provide family office services, financial planning, and investment guidance to our clients. Prior to joining the firm, Meghan worked at the family office of a prominent New York investor, overseeing the owner’s art collection and other personal investments. Meghan began her career working in the art world at Sotheby’s New York, facilitating valuations of art and collectibles for tax, insurance, and planning purposes.
Meghan grew up in Atlanta and is a graduate of Emory University, where she earned a Bachelor of Business Administration with a concentration in finance and a double major in art history.
Organizational Experience:
Cohen Private Ventures – New York
Sotheby’s – New York
Family Office Advisor
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 the 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 the IWAMS investment club. She has served 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. Eleanor currently Serves on the Advisory Committee of Transformational Ministries Global Network, a 501(c)(3) initiative that promotes financial literacy through its program called In The Black On The Plus Side. She is a founding member of Transformational Ministries International with her husband, Martin Quarles.
Organizational Experience:
Wilmington Trust Company – Atlanta
Balentine & Company – Atlanta
Merrill Lynch Pierce Company – Princeton
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 the 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 the IWAMS investment club. She has served 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. Eleanor currently Serves on the Advisory Committee of Transformational Ministries Global Network, a 501(c)(3) initiative that promotes financial literacy through its program called In The Black On The Plus Side. She is a founding member of Transformational Ministries International with her husband, Martin Quarles.
Organizational Experience:
Wilmington Trust Company – Atlanta
Balentine & Company – Atlanta
Merrill Lynch Pierce Company – Princeton
Director of Client Services
Brian manages the flow of information from the fund and property managers to proprietary tracking tools and financial reporting software. He ensures that our reporting system, including valuation methodology, is consistent with manager statements as well as firm compliance policies and procedures. Brian is responsible for the data consolidation and analysis needed to produce reports for our families on both an ad hoc and quarterly basis. Additionally, Brian assists with client servicing and the ongoing development of the firm’s private investment platform.
Brian grew up in Colombia and moved to Atlanta at the age of 13. He graduated with honors from Georgia State University, where he received a Bachelor of Arts degree in economics with a minor in Spanish. Additionally, during his undergraduate career, Brian was involved with multiple Latin organizations, such as Latin American Student Association and the Latino Leadership Council.
Brian manages the flow of information from the fund and property managers to proprietary tracking tools and financial reporting software. He ensures that our reporting system, including valuation methodology, is consistent with manager statements as well as firm compliance policies and procedures. Brian is responsible for the data consolidation and analysis needed to produce reports for our families on both an ad hoc and quarterly basis. Additionally, Brian assists with client servicing and the ongoing development of the firm’s private investment platform.
Brian grew up in Colombia and moved to Atlanta at the age of 13. He graduated with honors from Georgia State University, where he received a Bachelor of Arts degree in economics with a minor in Spanish. Additionally, during his undergraduate career, Brian was involved with multiple Latin organizations, such as Latin American Student Association and the Latino Leadership Council.
Research Analyst
Joining Nicholas Hoffman & Co. 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 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 his career in 1977, Carl has understood that investing is about taking calculated risks. Many investors fail to understand and evaluate the risk they are taking. The market is a humbling entity and has taught him that you will never understand all your risks, but that does not mean you stop in search of that understanding.
Carl has been able to expand his passion for writing and education at the firm. He began to publish “The Weekly” in January of 2010 and remains one of the writers of the weekly blog. He has approached The Weekly as a way to help readers look at an opportunity or issue in the market in a non-traditional but thought-provoking manner. His commitment to education has extended to the Women's Investment Seminar. Driven by a client’s need, Carl has hosted investment seminars designed and catered 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
Richard has over 30 years of experience in business management and economic analysis. He serves as the firm's Chief Operating Officer 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 has served as a board member and chair of Soccer in the Streets and Goodwill Industries of North Georgia.
Organizational Experience:
VT Group – Atlanta
Griffin Services – Atlanta
HSBC – Leeds
NatWest – London/Birmingham
National Farmers Union – London
Richard has over 30 years of experience in business management and economic analysis. He serves as the firm's Chief Operating Officer 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 has served as a board member and chair of Soccer in the Streets and Goodwill Industries of North Georgia.
Organizational Experience:
VT Group – Atlanta
Griffin Services – Atlanta
HSBC – Leeds
NatWest – London/Birmingham
National Farmers Union – London
Chief Operating Officer
Afia brings a global perspective, cultural fluency, and a passion for exceptional client care to her role in wealth management. She has built a career centered on delivering exceptional service to high-net-worth clients. Her ability to anticipate needs, solve problems with precision, and foster long-lasting relationships, makes her a trusted partner for the clients and teams she supports. She is known for her professionalism, discretion, and dedication.
Originally from Ghana and South Africa, Afia speaks five languages fluently and has a deep appreciation for connecting with people from all walks of life. She obtained her Bachelor of Arts degree in Finance and Rhetoric from Bates College and an MBA from Emory University.
Outside of work, Afia is an avid traveler who enjoys exploring new cultures, discovering unique experiences, and spending quality time with loved ones. She brings the same curiosity and enthusiasm to her personal pursuits as she does to supporting her clients.
Organizational Experience:
Morgan Stanley – Atlanta
Wilmington Trust – Atlanta
M&T Bank – New York City
Afia brings a global perspective, cultural fluency, and a passion for exceptional client care to her role in wealth management. She has built a career centered on delivering exceptional service to high-net-worth clients. Her ability to anticipate needs, solve problems with precision, and foster long-lasting relationships, makes her a trusted partner for the clients and teams she supports. She is known for her professionalism, discretion, and dedication.
Originally from Ghana and South Africa, Afia speaks five languages fluently and has a deep appreciation for connecting with people from all walks of life. She obtained her Bachelor of Arts degree in Finance and Rhetoric from Bates College and an MBA from Emory University.
Outside of work, Afia is an avid traveler who enjoys exploring new cultures, discovering unique experiences, and spending quality time with loved ones. She brings the same curiosity and enthusiasm to her personal pursuits as she does to supporting her clients.
Organizational Experience:
Morgan Stanley – Atlanta
Wilmington Trust – Atlanta
M&T Bank – New York City
Senior Client
Relationship Manager
As an Investment Advisor, Nirvanna works with our families on their investment strategy and allocation, strategic financial and retirement planning, and cash flow management. In addition to her advisory role, Nirvanna is intimately involved in the Firm’s Family Office division. She provides a variety of family office services to our clients, including the development and administration of their philanthropic endeavors. Nirvanna recently received the Certified Financial Planner (“CFP”) designation and has been with the Firm since May 2016.
Nirvanna was born and raised in Mexico City. She graduated with honors from Brevard College, where she obtained her Bachelor’s Degree in Business & Organizational Leadership with a minor in Environmental Studies. Outside of work, she is an avid tennis player, enjoys the outdoors, and travel.
As an Investment Advisor, Nirvanna works with our families on their investment strategy and allocation, strategic financial and retirement planning, and cash flow management. In addition to her advisory role, Nirvanna is intimately involved in the Firm’s Family Office division. She provides a variety of family office services to our clients, including the development and administration of their philanthropic endeavors. Nirvanna recently received the Certified Financial Planner (“CFP”) designation and has been with the Firm since May 2016.
Nirvanna was born and raised in Mexico City. She graduated with honors from Brevard College, where she obtained her Bachelor’s Degree in Business & Organizational Leadership with a minor in Environmental Studies. Outside of work, she is an avid tennis player, enjoys the outdoors, and travel.
Family Office & Investment Advisor
Cam has over 15 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, Georgia
Cam has over 15 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, Georgia
Senior Investment Advisor
Dwayne is a member of our reporting and analysis team, focusing on the consolidation and analysis of data to produce accurate reports for our families on both an ad hoc and quarterly basis. He helps manage the flow of information from fund and property managers to our proprietary tracking tools and financial reporting software. Dwayne is also involved in the private investment platform, where he is involved in conducting thorough due diligence on potential new investments, including detailed market analyses and comprehensive research. His role supports both effective reporting and the ongoing development of our investment strategies.
Dwayne grew up in Stone Mountain, Georgia and graduated from Morehouse College as the Salutatorian for his graduating class, achieving a bachelor’s degree in business administration with a concentration in Finance. He also attended Georgia State University as part of his dual enrollment program in high school. During his time at Morehouse, he joined organizations such as the Morehouse Business Association, and also provided tutoring services for the Destined for Greatness Outreach Youth Center. Outside of work, Dwayne enjoys reading, working out, and spending quality time with loved ones.
Cam has over 15 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, Georgia
Research Analyst
Rachel brings analytical precision and people-centered skills to her role as a Senior Client Relationship Manager where she supports a select group of clients. Rachel is known for her warm, attentive approach and deep commitment to client care. She specializes in service coordination, process management, and providing seamless administrative support to investment advisors and client service teams. Her strong communication skills, combined with a love for problem-solving, naturally led her to the wealth management sector.
A native of Atlanta, Rachel obtained her Bachelor of Science degree in Mathematics and a Master's degree in Teaching from Georgia College and State University. She began her career in education, teaching 7th and 8th grade math for four years. Outside of work, she enjoys exploring new recipes, reading, baking, and spending time with her large extended family. A proud dog mom to her rescue pup Sawyer, Rachel finds joy in simple pleasures like long walks and quiet evenings at home.
Organizational Experience:
Homrich Berg Wealth Management – Atlanta
Northwestern Mutual – Atlanta
Public School Districts – Tarboro, NC & Atlanta Metro Area
Rachel brings analytical precision and people-centered skills to her role as a Senior Client Relationship Manager where she supports a select group of clients. Rachel is known for her warm, attentive approach and deep commitment to client care. She specializes in service coordination, process management, and providing seamless administrative support to investment advisors and client service teams. Her strong communication skills, combined with a love for problem-solving, naturally led her to the wealth management sector.
A native of Atlanta, Rachel obtained her Bachelor of Science degree in Mathematics and a Master's degree in Teaching from Georgia College and State University. She began her career in education, teaching 7th and 8th grade math for four years. Outside of work, she enjoys exploring new recipes, reading, baking, and spending time with her large extended family. A proud dog mom to her rescue pup Sawyer, Rachel finds joy in simple pleasures like long walks and quiet evenings at home.
Organizational Experience:
Homrich Berg Wealth Management – Atlanta
Northwestern Mutual – Atlanta
Public School Districts – Tarboro, NC & Atlanta Metro Area
Senior Client
Relationship Manager
As a member of the reporting team, Olivia assists in the modeling and tracking of clients’ associated private investments. Additionally, Olivia is a member of the private equity team, evaluating potential investment opportunities within the asset class, conducting appropriate due diligence and analysis over the life of an investment.
Olivia grew up in Canton, Georgia, and graduated from the University of Georgia with a B.B.A. in International Business and Finance, with a minor in Spanish and a certificate in Actuarial Sciences. Prior to graduating, Olivia served as a Financial Risk Management intern at Truist Securities in their Capital Markets group. While attending the University of Georgia, Olivia was most heavily involved in the organization UGA Miracle, fundraising and working alongside Children’s Healthcare of Atlanta. In her free time, Olivia enjoys reading, Pilates, and baking.
Cam has over 15 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, Georgia
Research Analyst