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Dimitri Triantafyllides – Director of Research, Chief Investment Officer 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. 336-544-5827
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Julien B. Booth – Partner / Owner Julien’s 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. |
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Lory Kelley – BRC Partner/Owner Liaison, BRCWM Manager |
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Kimberly Ripberger – Chief Compliance Officer 919-703-2194 |
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Alisa Moody – Client Relationship Manager 336-232-0577 |
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Karen Wright – Trade Desk, Back Office Manager 336-544-5827 |
