EXTERNAL SUPPORT TEAM
We have made strategic decisions to form partnerships with professional teams that add efficiency and reinforce our commitment to you.
Operations/Services
Sherine Chan
Chief Operating Officer
Eric Hanslits
Service Team Manager
Investment Management
Ryan Long, CFA®
Director of Investments
Matt Fleming
Director of Portfolio Data
Mike Whisenhunt
Senior Trading Manager
Focus Point Solutions is our back office team that provides daily support to our staff through:
• Administrative and account service activities
• Technology coordination
• Investment research
• Trading activity
(FPS employees are not employed nor affiliated with our advisory firm)