Behind the curtain.
J. Andy Ingram, AIF®, QPFC™, CPFA®, Ri(k)™
“We design and implement carefully curated
investment portfolios, products & services
with a personal experience that seamlessly integrates
technology along with a unified human advice driven collaborative.”
— J. Andy Ingram, AIF®, QPFC™, CPFA®, Ri(k)™
We. Help. People.
Chief Executive Officer
Ryan Mumy, AIF, CFP
Sollinda Capital Management - Hickory Office
Chief Technology Officer
T Kiang Tan ``TK``
Sollinda Capital Management - Singapore
Chief Investment Officer
Justin Greenhill
Sollinda Capital Management - Miami, FL HQ
Chief Operations Officer
Nicole Owenby
Sollinda Capital Management - Hickory Office
Our People Team.
Lead Advisor Advocate
Brittany Macchia
Sollinda Capital Managment - Hickory Office
Financial Planning Director
Andrew Rader, CFP
Sollinda Capital Managment - Hickory Office
Chief Legal Advisor
Anna Winger
Sollinda Capital Managment - Hickory Office
Operations Specialist
Brooke Marcum
Sollinda Capital Management - Hickory Office
Elements.
Wisdom.
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What Plan Sponsors Should Expect From a Retirement Plan Adviser
“You really need to ask a lot of questions about that adviser to ultimately get them to disclose whether they’re in this for you or for them—because they’re supposed to work for you. That’s ...
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Your Retirement Plan Has A Disease!
Workers may not be receiving the full value of their 401(k) retirement savings because of hidden fees, according to a new study by Employee Fiduciary LLC....
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Common Wealth Transfer Mistakes Families Make
When you think of the transfer of wealth and mistakes that come from this, your mind drifts to news articles of famous people who died without a will or estate plan. This is definitely a mistake but n...
