Iain began working with individual and institutional investors in 1992. Affiliating with SouthPark in 2012, he established the Private Wealth Group by conjoining two practices...

Janet transitions from retail management, marketing, and community leadership to finance. With over thirty years in business, she's a trusted thought leader prioritizing exceptional client service...

Steve has been in executive level management positions for more than thirty years, working primarily in small to midsize private and public companies. His positions have ranged from...

Michael Kearney is an accomplished Wealth Advisor with South Park Capital, bringing over 15 years of experience in the financial industry. With a strong background as a Financial Consultant for...

George has worked in business for more than thrity years as an entrepreneur, consultant, dealmaker, and executive for early and mid-­stage companies. He has substantial concentrations...

Suzanne’s first role with SouthPark Capital was as “Director of First Impressions”. In this role Suzanne was most often that first voice you would hear when calling SouthPark Capital and the first...

Prior to joining SouthPark Capital Robin worked in the hospitality and insurance industries. During her tenure with Liberty Mutual Insurance she managed personal, workers compensation...

Beth Umbaugh joined SouthPark Capital in 2015 as its Client Relations Administrator when Wise Path, LLC was integrated into the practice. Beth works closely with the clients coordinating...

Vicki Cerri works in the Alpharetta office where she actively supports the back office operations for the entire firm. Vicki works closely with all staff and advisors in both Charlotte and Atlanta with a specific focus in operations...

Tonya is most often the first person you meet when entering the Charlotte office. She works closely with all staff and advisors to ensure client needs are met.  Her focus is on customer service and her desire is to make every...