Eric has 20+ years of industry distribution experience with leading investment firms.

From 2013-2019, Eric served as the Head of Distribution for Angel Oak Capital, a specialized fixed income manager. From 2008-2013, Eric held various sales positions and a senior management role at Trust Company of the West (TCW). His prior experience includes positions with Nuveen Investments, Prudential and Merrill Lynch.

Eric holds a B.B.A. degree in Finance from Terry College of Business at the University of Georgia. He also holds a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania.

Eric holds his Series 7, Series 63 and Series 24 licenses.

David has 10+ years of industry distribution experience with leading investment firms.

From 2012-2019, David served as the Head of West Coast distribution for Angel Oak Capital. Most recently, he served as the co-Head of Institutional Sales serving the firm’s institutional client base. Previously, David served as Assistant Vice President for Trust Company of the West (TCW) in Los Angeles, California.

David holds a B.A. degree in Economics and Accounting/Finance with a minor in Leadership Studies from Claremont Mckenna College.

David holds his Series 7 and Series 63 licenses.

Peter has 25+ years of investing and sales experience.

From 2011-2020 Peter served as a Partner at Axonic Capital, a structured credit and real estate focused manager.  From 2011-2017 he served as a Principal and head of marketing and client services.

From 2001-2005 Peter was a Portfolio Manager at Northwater Capital, where he oversaw portfolios of alternative investments for institutional clients.

Peter holds a B.A. degree in Urban Systems from McGill University, and an M.B.A. from the University of Western Ontario.

Peter received his CFA charter in 1999.

Carter serves as the Head of Sales Operations and has over 25+ years of sales, marketing, and operations experience.

From 2013-2019, Carter served as Senior Vice President, Manager of Sales and Operations for Angel Oak Capital Advisors. His prior experience includes roles with Morgan Stanley, Wells Fargo Advisors, Wells Fargo Home Mortgage and JPMorgan Chase. He has also held multiple sales and operations roles with several software firms he co-founded and managed.

Carter earned a B.A. degree in Economics from the University of Georgia. He holds the Chartered Retirement Planning Counselor (CRPC) certification from the College for Financial Planning and is Series 7 and 63 licensed.