The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
Reading the graph
Family Offices
Birmingham, AL
Data as of (this record's last observation) from dfx_model, office_website, sec_edgar_fts, sec_edgar_submissions, sec_form_13f. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Harry Cowley | Chief Compliance Officer | operations | unknown | n/a | yes | fact |
| Corrine Harless | Senior Client Associate | other | unknown | n/a | yes | fact |
| Thomas Joy | Senior Fixed Income Manager | leadership | senior | n/a | yes | fact |
| Jerry Duncan | Financial Advisor | other | unknown | n/a | yes | fact |
| Nick Robillard | Portfolio Manager | direct investments | unknown | n/a | yes | fact |
| Matthew Brown | Managing Director, | leadership | senior | n/a | yes | fact |
| Dawn Manning | Wealth Strategy Associate | other | unknown | n/a | yes | fact |
| Chris Compton | Managing Director, | leadership | senior | n/a | yes | fact |
| Jake Long | Wealth Advisor | other | unknown | n/a | yes | fact |
| Kim Harless | Director, | leadership | senior | n/a | yes | fact |
| Tony Smith | Executive Managing Director, | leadership | senior | n/a | yes | fact |
| Jay Allen | Chief Wealth Strategist, | other | unknown | n/a | yes | fact |
| Cindy Thomas | Senior Wealth Strategy Associate | other | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Corrine Harless (Senior Client Associate), Dawn Manning (Wealth Strategy Associate), Nick Robillard (Portfolio Manager), Jake Long (Wealth Advisor), Thomas Joy (Senior Fixed Income Manager), Cindy Thomas (Senior Wealth Strategy Associate), Kim Harless (Director,), Jerry Duncan (Financial Advisor), Chris Compton (Managing Director,), Matthew Brown (Managing Director,), Jay Allen (Chief Wealth Strategist,), Tony Smith (Executive Managing Director,).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan