Our Team




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.




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.


Lory Kelley – BRC Partner/Owner Liaison, BRCWM Manager


Kimberly RipbergerChief Compliance Officer



Alisa Moody –  Client Relationship Manager



Karen Wright – Trade Desk, Back Office Manager