Our Team




Julien B. Booth – Chief Investment Officer – Fixed Income & Real Assets

Julien’s investment strategy dovetails with his forestry background as he takes a conservative, long-term approach to manage investment capital for income, growth, and sustainability. His credentials include 22 years of experience in portfolio management and analysis, SEC, North Carolina and Missouri Registered Investment Advisor, and a BS in Forest Management from North Carolina State University.



Dimitri Triantafyllides – Director of Research, Chief Investment Officer – Equity

Dimitri has been working in security analysis within the financial services industry since 1993. In 2007, he founded Sixty Guilder Research, LLC, a debt and equity research firm based out of Charlotte, NC. Dimitri and SGR has been affiliated with Forest Capital, now BRC Wealth Management, since 2007 and continues to serve as a core member of the PM team. Dimitri’s background includes an MBA Finance from the University of North Carolina at Charlotte and B.S. in Business from Oregon State University.


Tim Smith – BRC Partner Liaison, BRCWM Manager


Dana Christner – Chief Compliance Officer, Client Relationship Manager


Karen Wright – Trade Desk, Back Office Manager