Todd Tautfest
…S Project Foundation, the former custodian of the AIDS Memorial Quilt, and Open Hand Atlanta where he served as President, VP, Treasurer, Secretary and chaired Open Hand’s successful capital campaign in 2009 to acquire and renovate a new headquarters. Todd co-chaired Open Hand’s Party in the Kitchen in 2010, the SCAD Atlanta Scholarship Gala in 2010, the Alliance Theater’s “A Tony Evening in 2011, the National Black Arts Festival gala in 2015, and…
Derek M. Chipman
… James Madison University and passed the General Securities Representative Exam (Series 7).
As an active participant in giving back within the community, Derek is involved with several charitable organizations including Feeding America, Britepaths, Operation Gratitude and the Blue Ridge Area Food Bank. He has also given his time to projects at Walter Reed National Military Medical Center and the Fisher House. Derek resides in Ashburn, VA
Lacey Schoenbachler
… Investment Advisor Representative designation in 2017, after successfully completing the Series 65 exam.
Lacey resides in Atlanta with her husband, Nick. Outside of the office, Lacey and Nick can be found planning their next travel adventure, trying new restaurants, and occasionally fostering for Atlanta Boxer Rescue. The two are also avid supporters of Children’s Healthcare of Atlanta and Feed the Heart Foundation. Both causes are near a…
Douglas L. Becker
… this period including Sylvan Prometric, which became the global leader in computer testing and assessment.
As part of his commitment to community service, Doug is a member of the Board of Trustees for Johns Hopkins Medicine and Johns Hopkins International and also serves as the Chair of the Board of the International Youth Foundation (www.iyfnet.org), a global NGO focusing on the needs of youth in over 100 countries, including many of the…
Zaid Kayyali, CPWA®
…e certificate in Project Management from the University of Chicago and has completed the Yale School of Management Certified Private Wealth Advisor® online course.
Zaid lives in Houston with his wife, Lauren, and enjoys spending his free time with her and their two dogs. He enjoys working on his golf game, listening to podcasts about various interests ranging from astrophysics to medicine to markets and investing, and rooting for the Clems…
Rob D’Angelo, CFA
…and has a Bachelor of Science degree in Finance from Virginia Tech. In his free time Rob enjoys spending time with friends and family, cooking, and sports. He lives with his wife and 4 kids just outside of West Palm Beach.
It has been brought to my attention that my identity and likeness are currently being misused on a social media platform, where an unauthorized individual is providing cryptocurrency sales advice. Please note…
John Wattles
…Source, John worked for Pioneer Landscape Centers, a private equity backed materials company where he helped with the daily financial and accounting needs of the business.
John graduated from Bucknell University from the Freeman College of Management, earning his Bachelor of Science with a concentration in Finance and Accounting.
Outside of work, John enjoys attending games of the local sports teams, as well as taking any opportun…
Lenet Rivas
… She earned her master’s degree in higher education from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™. Lenet was also a Captain with the Georgia Army National Guard, serving for eight years.
Lenet enjoys learning and taking on new hobbies in her free time. Her most recent adventures include learning to ski and surf. When she is not traveling, Lenet spends most of her free time playing tennis, practicing yoga, brewing per…
Kristen Metcalf
…raduated from Albion College in Michigan with a Bachelor of Arts in Speech Communications. When she is not working, she enjoys spending time with her husband, cooking, golfing, and going to the beach. She currently resides in Port St. Lucie, Florida.
It has been brought to my attention that my identity and likeness are currently being misused on a social media platform, where an unauthorized individual is providing cryptocurren…
Laura Desmond
…nies. Eagle Vista Partners has also invested in several early to mid stage companies in the martech, ecommerce and social networking sectors.
Laura was Chief Revenue Officer of Publicis Groupe and Chief Executive Officer of Starcom Mediavest Group, the #1 media and marketing services agency globally for 5 straight years under her leadership. While CEO, the business at SMG more than doubled and successfully pivoted to a digitally centric or…
Nanci Weaver
…nment, original programming and branded content for broadcast networks and online media outlets. Her expertise also includes talent management and casting, crisis management, trend analysis, strategic alliances, and partnerships with major television, film and print outlets, as well as Fortune 500 brands.
In over a decade at CBS NEWS in New York, Ross’ experience ranged from producing long-form segments from “Public Eye with Bryant Gumbel”…
Eric H. Schoener, CFP®, CIMA®
…his Certified Investment Management Analyst® certification.
In the community, Eric served on the boards of both the Virginia Opera and his synagogue in Leesburg, VA. He is active with his children, coaching several youth sports teams, and supports Autism Awareness through the Bike To The Beach program.
Eric lives in Ashburn, Virginia with his wife, Leigh, and their two daughters.
It has been brought to my attent…
Julia Jerome
…derstand and help them achieve their financial goals.
Julia graduated from Bethel University with a bachelor’s degree in business analytics and finance. In her free time, she enjoys spending time outdoors, personal fitness, and spending time with friends and family.
…
Sandy Zygmunt
…h-net-worth and ultra-high-net-worth clients.
Sandy grew up in northern New Jersey and received a bachelor’s degree at the University of South Carolina. In her free time, she enjoys traveling, reading, adventurous eating, and rooting on the Gamecocks and NY Giants.
…
Teresa Pravata
…joys spending time with her family and childhood friends. She also enjoys cooking and trying new restaurants during her free time.
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Jake Bond
…n in capital. In addition, Jake was an active member of TRUE’s Investment Committee. Before TRUE Capital, Jake held positions at Citigroup Global Markets and Mass-Mutual Financial, where he began his career in the financial services industry.Â
Jake is a Certified Financial Planner™ and a member of the Financial Planning Association. He graduated magna cum laude from the University of San Francisco, where he played baseball and received a …