Russ Allen

Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities.

Berman Capital Advisors LLC is a multi-family office headquartered in Atlanta, Georgia. The firm was founded by Justin Berman in 2010. In 2021, they were acquired by Cresset Asset Management LLC, which is ultimately owned by Cresset Capital Management LLC. Berman Capital Advisors provides family office services, wealth management, and investment consulting services to a select group of high-net-worth families.

Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.

Founded in 1990, Globalt Inc. is a registered investment advisor located in Atlanta, Georgia. The firm is a wholly-owned subsidiary of Synovus Financial Corp. (NYSE: SNV). The firm manages The firm manages Large-Cap Growth, Mid-Cap Growth, Large-Cap Core, Equity Income, Fixed-Income and ETF Asset Allocation strategies for corporate and public retirement plans, endowments and foundations, Taft-Hartley plans, individuals and families

Mitchell Madison Group LLC provides global cost management consulting services. Its services include performance improvement, strategic services, business analytics and staff augmentation. The firm specializes in credit, market and operational risk, process reengineering, pricing optimization, and technology management. The company has offices in New York, Los Angeles, Manila, Paris, Munich and Germany. The company was founded by Rolf Thrane in 1991 and is headquartered in Jackson, WY.