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Finance Advisory Council


 

Finance Advisory Council Members

Pavel Begun, CFA

Managing Partner

3G Capital Management LLC

Sarah Clark

UBS Financial Services, Inc

Jason Waters, CFP®

 Partner and Kentucky Market Leader

Cerity Partners

John Jamison

Director Finance

FedEX Services

 

Nelson Griffin

Director, Margin & Supply Chain Finance 

Dollar General

Timothy C. Harper

Regional Vice President -Orlando

Zacks Investment Management

Heather Osborn, CFP®, AAMS®, CLU®, CExP®, CWA®

Senior Vice President & Director of Wealth Planning

Baird Private Wealth Management

Callan Yeoman

Director of Tax Credit Syndications, 

Huntington Community Impact Capital

 

 

L. Brent Mason, CFP®, CTFA

SVP Financial Advisor

Wealth Enhancement Group

Ryan Meredith, Chair

Principal, overseeing all assets management and operation 

AJ Capital Partners

John Ridley

Managing Director – Investments

Stifel

Alex Downing

President & CEO

Franklin Bank & Trust

 

Greg Wassom

Investment Principal

Glenview Trust

Hunter Willis,CFP®, CAIA, CFA

Portfolio Manager

QRG Capital Management

Marshall Crawford, Jr. MPA

President & Chief Executive Officer

The Housing Fund


AACSB Accredited

The Gordon Ford College of business is a top business school with dual AACSB accreditation in both business and accounting programs.


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 Last Modified 12/12/24