Client Newsletter
Second Quarter 2021
This newsletter updates you on current trends and news related to the second quarter of 2021.
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®
Associate 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®
Director of Wealth Management, Portfolio Manager
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
