Our Team

A team of dedicated entrepreneurial thinkers with decades of experience investing, advising, and servicing ultra-high net worth multi-generational families.

Kevin W. Burke

Managing Partner

Timothy J. Ulfig

Managing Partner

Jayne Borman

Senior Partner

Jason Perlioni

Senior Partner, Investments

Brad Sprong

Partner, Tax and Estate Planning

Corey McKiernan

Chief Investment Officer

Chris McPartlan

Vice President, Investments

Morgan Atwell

Investment Associate

JT Nyvold, CPA

Vice President, Accounting

Susan Hollon, CPA

Director, Accounting and Client Services

Joel Ours

Director, Accounting and Client Services

Elise Sosebee, CPA

Director, Accounting and Client Services

Pipsy Steyn, CPA

Director, Accounting and Client Services

Julie Spicer

Senior Accountant & A/P Specialist

Accountant

Accountant

AP Specialist

Executive Assistant & Office Manager