Our Team

Andrew T. Barrett

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.

Daniel T. Russler Jr.

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 H. Warnock

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

Kim Chism-Moore

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.

Belk Daughtridge

Belk Daughtridge
Senior Wealth Manager


CAREER HIGHLIGHTS
Raymond James
Smith Barney / Morgan Stanley
Belk Department Stores
US Navy

IN THE COMMUNITY
Belk Department Stores, Board of Trustees
Woodberry Forrest School, Board of Trustees
Chatham Hall School, Board of Trustees
University of North Carolina, The Board of Visitors

EDUCATION
University of North Carolina, B.A., B.S.
University of North Carolina, MBA
Pepperdine University, M.A., Human Resources Management
Certified Investment Management Consultant Chartered Retirement Plan Specialist

J. Briggs Huddleston

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

Jeffrey Dixon

Jeffrey Dixon
Operations Associate


CAREER HIGHLIGHTS
Arrow Advisory
Rosen-Hagood Law

IN THE COMMUNITY
Lowcountry Lowline, Volunteer
Charleston Symphony Orchestra, Volunteer

EDUCATION
University of South Carolina, B.A.

Mebane Teague

Mebane Teague
Legacy Associate


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