Andrew Barrett
Chief Operating Officer | Partner
CAREER HIGHLIGHTS
Managing Director, Salomon Brothers International Ltd., London
Director, London Financial Futures Exchange, London
Vice President, Citibank, N.A., Dubai & Zurich
IN THE COMMUNITY
Spoleto Festival USA, Director & Vice President, Investment Committee Chair, 2015 —Present
Medical University of South Carolina Foundation,
Director & Investment Committee Member, 2012 – 2021
Porter Gaud School, Investment Committee Member, 2002-2012
MUSC Children’s Hospital Board, Vice Chairman, 1998—2000
EDUCATION
New York University, M.A.
Hamilton College, A.B.
Dan Russler
Chief Investment Officer | Partner
CAREER HIGHLIGHTS
Founding Partner, Family Asset Management
Bankers Trust Company, New York
New Japan Securities International, New York
William R. Hough & Co.
IN THE COMMUNITY
CUSABO Nation Lacrosse, Founder & Co-Chairman, 2016—Present
Charleston Parks & Recreation Department, Mayor’s Steering Committee Member
St. Philips Church, Finance Committee Member
EDUCATION
Owen Graduate School of Management, Vanderbilt MBA
University of North Carolina, B.A.
Ashley Warnock
Director of Family Communication and Strategy | Partner
CAREER HIGHLIGHTS
Omnicom Group | Arnell Group, New York
National Basketball Association (NBA), New York
Bradley Reid & Associates, Anchorage, Alaska
Founder/Owner, Photo Org, Legacy Development & Visual Services
Historic Charleston Foundation, Associate Director of Development
IN THE COMMUNITY
Halsey Institute of Contemporary Art, Advisory Board, 2018—Present
Historic Charleston Foundation, Young Advocate Chair & Member, Steering Committee, 2008—2010
Children’s Museum of the Lowcountry, Parent’s Advisory Council, 2012 —2014
EDUCATION
College of Charleston, B.A.
University of Tasmania, Tasmania, Australia
21/64 Certified Advisor
Trusted Family Advisor®, Institute for Preparing Heirs®
Kim Chism-Moore
Director of Client Services | Partner
CAREER HIGHLIGHTS
Family Asset Management (since inception)
Marty Whaley Adams Gallery
IN THE COMMUNITY
Friends of Maybank, Treasurer
Girl Scouts of Eastern SC, Volunteer and Cookie Co-Chair 2015-2018
EDUCATION
College of Charleston, B.A.
Briggs Huddleston
Wealth Manager & Director of Retirement Plans
CAREER HIGHLIGHTS
(k) Street Advisors, Founder
South State Bank
IN THE COMMUNITY
Kiwanis Club of Charleston, member, former Board member
EDUCATION
College of Charleston, B.A.
CFA, Level 1
Mebane Teague
Administrator
CAREER HIGHLIGHTS
Copeland, Stair, Kingma, and Lovell
NC County Schools, Elementary Teacher/Reading Specialist
Photo Org
IN THE COMMUNITY
Operation Home, Committee Member
South Eastern Wildlife Exposition, Special Events Team
EDUCATION
University of North Carolina at Wilmington, B.A.
University of North Carolina at Wilmington, Masters of Education