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  Executive Committee
    J. Fielding Miller
    Eric J. Freedman
    Ben Goldstein
    Wilson S. Hoyle, III
    John Appleby
    Rick Shoff


Consulting Research Group

Business Operations Group

Advisor Support Group
  EXECUTIVE COMMITTEE

The Executive Committee represents the governing body of the firm whose primary function ensures our resources, technology, and intellectual capital are always in harmonious alignment with our company mission and core values.

J. Fielding Miller
Co-Founder,
Chief Executive Officer
Eric J. Freedman
Chief Investment Officer,
Head of Consulting Research Group
Ben Goldstein
Managing Director,
Head of Business Operations Group
Wilson S. Hoyle, III
Managing Director,
Head of Advisor Support Group
John Appleby
Managing Director,
Project Management & Acquisitions
Rick Shoff
Managing Director,
Advisor Support Group