Investments

Investments

Experienced professionals navigating public and private markets with discipline

Our dedicated investments team includes CFA charterholders and specialists with deep expertise across both public and private markets, bringing institutional-level insight to every portfolio.

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Sean Anderson

Senior Trader, Associate Portfolio Manager

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Corey Beezhold

Senior Trader

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Eric Bland, CFP®, CFA

Managing Director of Portfolio Management & Trading, Shareholder

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Ross Bramwell, CFA

Managing Director of Investment Communications, Shareholder

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Ford Donohue, CFA

Managing Director of Public Markets, Shareholder

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Jonathan Farr, CFA

Director, Private Markets

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Kyle Harris, CFA

Portfolio Manager, Senior Trader

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Sarah Hipp Hauptman

Managing Director, Private Real Estate

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Joel Houck, CFP®, CFA, CAIA

Managing Director of Investment Solutions, Shareholder

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Max Hurd

Investment Research Analyst

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Michael Mele, CFA

Portfolio Manager

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Dan Mento, CFA

Portfolio Manager

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Jonathan Morgan

Investment Research Analyst

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Josh Rowe, CFA, PhD

Managing Director of Research & Family Office Investment Strategy, Shareholder

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Zach Ruchman

Managing Director of Private Markets, Shareholder

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Matthew Sanders

Senior Investment Research Analyst

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Adam Shealy, CFA

Director, Fixed Income

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Fitz Smoak, CFA, CAIA

Senior Investment Research Analyst

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David Zisek, CFA

Senior Investment Research Analyst

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Please Note Limitations: The achievement of any designation, professional degree, license, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HB Wealth is engaged, or continues to be engaged, to provide investment advisory services.