Client Newsletter
First Quarter 2023
This newsletter updates you on current trends and news related to the first quarter of 2023.
We invite you to reach out to our team with questions!
Authors
ASA W. GRAVES VII, CFA®
Partner | President & Chief Investment Officer
JASON FINK, PHD
Director of Research
ASHLEY “ASH” HEATWOLE, CFA®
Director of Wealth Management, Portfolio Manager
Asa W. Graves VII, CFA ®
Principal | President & Chief Investment Officer
J. Douglas Light
Principal | Director of Wealth Management
Jeffrey G. Lenhart, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
A. Wesley Graves, VI
Director of Wealth Management
Ashley "Ash" Heatwole, CFA®, CFP®
Principal | Director of Wealth Management
Nicholas A. Perrine, CPA
Director of Wealth Strategies
Jason Fink, PhD
Director of Research
Kathleen M. Graves, JD
Compliance Manager
JEFFREY G. LENHART, JD, LLM, CFP®
Principal | Director of Wealth Strategies & Chief Compliance Officer
