What’s in a name?

Our DNA is in ours.

Gratus: Latin for Grateful Steward.  This captures our true gratitude for our clients, which is reflected daily in our sincere efforts to serve and exceed their expectations.

Gratus Capital is a boutique wealth management firm focused exclusively on serving a select group of successful individuals, families, foundations and endowments. We cater to clients across the nation and provide exceptional service no matter where you are heading next.

We offer:

  • A tailored team approach to each client
  • Exclusively fee-based advisory services
  • Low client to advisor ratio
Our Values

Our Values

At Gratus Capital, we understand the sensitive nature of the service we provide you. We structure our relationships around personal attention and responsiveness.  Accuracy is demanded, and our advice is always thoughtful and well researched.

It is our Mission to provide exceptional wealth management counsel  for our clients.

Our Values

Focus Financial Partners

Gratus Capital, LLC, has been a partner firm of Focus Financial Partners since October 1, 2014.   Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.

Awards

2016
  • Forbes Top 100 Wealth Advisors 2016
2015
  • Named Top Steward for its Select Group of Clients
  • Listed as one of the Top 10 Georgia Financial Advisors and Wealth Managers
2014
  • Named in Top RIAs – Largest Fee-Only Registered Investment Advisory Firms in the U.S.
2013
  • Featured as one of Top 50 Emerging Fee Only RIA Firms in the Country
View All

My vision was cast; to create a firm that works every day to provide financial well-being at the most personal and yet sophisticated level...

-Hank McLarty,
Founder & President
Read a Letter from Our Founder

The Client Experience

What Sets Us Apart

Over the years we’ve determined that two things matter most to our clients: effective asset management and a trusting, partnership-oriented relationship. Our clients value an asset management program that provides income, aims to protect the security of existing assets, and strives to steer clear of high risk. They expect trust, respect, an understanding of their needs, personalized service, and a dedicated focus. At Gratus, you get all of this and more.

Meet the Team

The professionals on our team include a Barron’s Top 100 Financial Advisor, 2 CPAs, 3 Certified Financial Planners, 1 Certified Trust Financial Advisor, a Certified Alternative Investment Analyst, and MBA designations.

  • Wealth Management
  • Business Operations
  • Investment Strategy

Hank McLarty

Founder and President

Hank McLarty

Founder and President

(404) 961-6000 (404) 961-6020

Hank McLarty is the founder and President of Gratus Capital. Hank’s primary focus is to provide objective investment advice that assists high capacity clients in the management of their investment interests. His extensive experience with the markets and issues common to high net worth families has proven extremely beneficial to clients.

Career Highlights
Over his 20+ year career in the wealth management industry, Hank continues to be a committed and tenacious advisor for the high net worth clients that he serves. Since founding Gratus, Hank has been part of the “Best of Best” Financial Advisors at Barron’s Winners Circle Summit, and he has led Gratus to be recognized as one of the Top Ten Wealth Managers in Atlanta, Top 25 Fastest Growing Emerging RIAs in the US, and Top 10 NAPFA Fee-Only Advisors in Atlanta (2011, 2012).  Hank has been quoted in several industry publications and has been featured as an “expert on the markets” on the CNN Saturday Morning Show with Randi Kaye. He began his career at Merrill Lynch and, after 8 years, moved his team and clients to Morgan Stanley. While at Morgan Stanley, from 2001 through 2004, Hank was ranked in the top 15 advisors out of over 12,000. In 2004, he was awarded the ultimate honor as one of the top ten financial advisors chosen across all firms in the United States for the Winner’s Circle. Also in 2004, Hank was ranked 42nd on Barron’s Top 100 Financial Advisors in the United States.

Education
Hank attended Auburn University on a football scholarship while earning a degree in Finance. Prior to founding Gratus Capital, Hank was a series 7, series 63, series 65, series 31, licensed Life Insurance and Variable Insurance Financial Advisor for over twelve years.

Outside the Office
Hank lives in Atlanta with his wife, Emily, and two teenage sons. His passions include spending time with his sons coaching them in sports and becoming distinguished young men. Hank is an active member of Buckhead Church and loves to travel, workout, run, and play golf. He is also a member of the Atlanta Athletic Club and serves as the Chairman of the Make A Wish Foundation, GA Chapter. In the past, he has served on the advisory board of the Garth Brooks Foundation, Holy Innocents School Booster Club, and Holy Innocents School Development Committee.

Amy Tierney, MBA

Director of Client Services

Amy Tierney

MBA
Director of Client Services

(404) 961-6000 (404) 961-6020

Amy Tierney brings over fifteen years of experience in the financial services industry.  As our Director of Client Services, Amy focuses on developing and managing the talented staff, institutional level technology and other resources that come together to deliver a world class boutique experience to our clients.

Career Highlights

Prior to joining Gratus, Amy held the title of Assistant Vice President, Client Manager, at Bank of America. Prior to Bank of America, Amy was a Registered Client Services Manager at Morgan Stanley and an Investor Services Associate for Van Kampen Funds.  Amy is currently a member of the National Society of Compliance Professionals.

Education

Amy is a graduate of the University of Houston and received her Masters in Business Administration from The Citadel. Amy was a Client Service Manager for eight years prior to joining Gratus. Amy completed the Investment Advisor Core Compliance program certification and is currently working toward a Certified Financial Planner designation.

Charitable Activities

Amy is an avid Girl Scout leader and supports the St. Vincent de Paul Society. In recent years, she served on the Youth Advisory Board of Hands on Atlanta.  Amy enjoys participating in community volunteer events involving hunger, homelessness, and animal rescue.

Outside the Office

Amy lives in Roswell with her husband and two children.  During her free time, Amy enjoys hanging out with her family, travelling, reading, and spending lots of time outdoors.

Todd Jones, MBA, CAIA

Director of Investments

Todd Jones

MBA, CAIA
Director of Investments

(404) 961-6000 (404) 961-6020

Todd Jones’ primary roles encompass portfolio management oversight, market research, securities analysis, investment due diligence, and reporting. In addition, Todd is responsible for the research and production of all market related publications, including our Quarterly Market Commentary, Interim Updates, and Weekly Market Updates.  Todd also works closely with our Director of Client Services to deliver smooth back office operations and support.

Career Highlights
Todd brings a myriad of diverse work experiences and skill sets to Gratus Capital.  Prior to joining Gratus Capital, Todd was a portfolio manager with US Trust, where he monitored the asset allocation and risk management of over $300 million in client investment and trust accounts.  Prior to this position, Todd was a financial advisor with M.L. Stern & Co. where he specialized in fixed income investments and public finance placement. Todd began his post undergraduate career as an Infantry Officer in the U.S. Army, where he served in various capacities including Rifle Platoon Leader and Executive Officer.  During this time, he lived in Germany for four years and led soldiers through combat tours in Kosovo, Bosnia, and Iraq.

Education
Todd received his undergraduate degree in Finance from James Madison University and his MBA from Georgia State University. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.  Todd was a series 7 and series 66 portfolio manager prior to joining Gratus Capital.

Charitable Activities
Todd is involved in the Military Officers Association of America (MOAA), Disabled American Veterans Association (DAV) and various parent leadership roles through his sons’ schools in Decatur.

Outside the Office
Todd lives in Decatur with his wife and three sons.  He enjoys fishing, soccer, hiking, and coaching his sons in various sports.

Kevin Woods, CFP®

Director of Financial Planning

Kevin Woods

CFP®
Director of Financial Planning

(404) 961-6000 (404) 961-6020

Kevin Woods has been providing comprehensive financial planning and portfolio management services to families for over twenty one years. He intentionally limits the number of clients he manages in order to maintain a high service relationship. His focus is helping families make good financial decisions that support their lifestyle needs, charitable giving, and legacy intentions. His expertise with portfolio management focuses on managing downside risk as much as growing wealth for future income. Kevin counsels clients in managing cash flows, tax planning, review of wills and estate planning objectives, planning for retirement, and providing insurance needs analysis.

Career Highlights
Prior to joining Gratus Capital, Kevin was a Lead Advisor, Principal, Chief Compliance Officer, and the Chief Operating Officer for 8 years at an Atlanta SEC registered investment advisory firm.  He helped grow this firm from $40 million to $350 million in assets under management in a 6 year period. This is a testament as to the value Kevin brings to client relationships. Prior to that firm, Kevin was an independent financial advisor providing portfolio management services for 9 years. He is a member of the National Association of Personal Financial Advisors, the nationally recognized Fee-Only organization.

Education
He graduated from The State University of New York with a degree in management. He also graduated from the College for Financial Planning and carries the professional designation of Certified Financial Planner™.

Charitable Activities
He currently serves on the Development Committee for Camp Twin Lakes, a nonprofit organization that provides a camp experience for children with physical and mental disabilities.

Outside the Office
Kevin and his wife, Kathleen, have lived in Atlanta for over 25 years. They have four children and are active in the Dunwoody community.

Marc Heilweil

Portfolio Manager

Marc Heilweil

Portfolio Manager

(404) 961-6000 (404) 961-6020

As Portfolio Manager, Marc serves as the investment strategist for his individual client portfolios and the Marathon Value Portfolio. Marc will carry forward his focus on targeting long-term results for clients using a disciplined, conservative value strategy.

Career Highlights

Marc brings over 40 years of experience to the investment industry. He practiced corporate and securities law in Atlanta before starting an investment advisory firm in 1977. Marc served as the President and Founder of Spectrum Advisory Services, Inc. In addition to overseeing his firm, he took over management of Marathon Value Portfolio in March 2000.

Education

Marc graduated magna cum laude from Yale University. He received a Carnegie fellowship and spent a year as a Fulbright scholar. He later graduated from Yale Law School.

Outside the Office

Marc enjoys helping young people develop their potential. He serves on the Advisory Board of CHRIS Kids, volunteers with Chamblee Charter High School’s “We the People” Program, and contributes to his public high school’s foundation.

Scott Rutherford, CPA, CFP®

Wealth Advisor

Scott Rutherford

CPA, CFP®
Wealth Advisor

(404) 961-6000 (404) 961-6020

Scott Rutherford serves as a Wealth Advisor to our clients. His primary focus is helping individuals conservatively manage their investments with an emphasis on tax efficiency, saving for retirement, and legacy planning. He leverages his extensive financial planning and tax planning experience to deliver consistent, sound advice.

Career Highlights
Scott joined Gratus in January 2006 as a Wealth Advisor and became CFO in September 2007. Scott has been serving families and businesses as an advisor since January of 1985. Scott also began his own CPA firm in January 2006 following an almost 19 year career with the international accounting firm KPMG, serving in both the Memphis and Atlanta offices. Prior to joining Gratus, Scott helped lead KPMG’s Atlanta office’s federal tax practice as a Tax Managing Director.

Education
Scott received a B.S. in Management Science from the Georgia Institute of Technology and an M.S. in Accounting from the University of Memphis. Along with his CPA certification, Scott holds the Certified Financial Planner™ designation of the Certified Financial Planner Board of Standards, Inc.

Charitable Activities
Scott serves as a member of the Board of Directors of Cobb Pregnancy Services in Marietta.

Outside the Office
Scott and Melissa have been married 36 years and have two grown children and four grandchildren. Scott has previously served as a deacon and elder at Johnson Ferry Baptist Church in Marietta, Georgia.

Mark Burton, J.D./MBA

Operations Manager and Chief Compliance Officer

Mark Burton

J.D./MBA
Operations Manager and Chief Compliance Officer

(404) 961-6000 (404) 961-6020

As the Operations and Compliance Manager, Mark serves as a primary member of the Business Operations Team. He is responsible for managing daily business level activities and contributing ideas for improved business level processes and procedures. His focus areas include overseeing general office operations, such as Human Resources, internal accounting, office equipment and supplies, benefits administration, and payroll coordination. In addition to business operations, he is responsible for implementing and further developing the firm’s compliance program to ensure that all activities meet regulatory requirements.

Career Highlights

Prior to joining Gratus Capital, Mark was the General Manager and Chief Compliance Officer at Spectrum Advisory Services. He holds over 8 years of experience in the investment industry, including investment management and trust and estate planning in the Capital Management group at Wachovia. He formerly served as the Manager of Finance and Administration at HammerSmith, Inc. Additionally, Mark served as a trial lawyer in Atlanta for 7 years, handling matters in various practice areas including business disputes and estate litigation.

Education

Mark holds a J.D./MBA from Wake Forest University, where he also earned a bachelor’s degree in French literature.

Outside the Office

Mark is an avid soccer coach at his local YMCA.

Jennifer Jones, CPA, CFP®, CTFA

Estate Planning Consultant

Jennifer Jones

CPA, CFP®, CTFA
Estate Planning Consultant

404.961.6000 404.961.6020

Jennifer Jones is a key member of our Financial Planning team with over  15 years of experience in trust and estate planning. Jennifer serves as a Planning Consultant who collaborates with our Wealth Advisors, clients, and clients’ attorneys on estate planning matters.  She serves as a resource for our overall estate planning, both tax and non-tax driven, as well as providing assistance with lifetime transfer planning and charitable donation strategies.

Career Highlights

Before joining the Gratus team, Jennifer was Vice President & Trust Advisor for SunTrust Private Wealth Management, where she managed multi-generational fiduciary relationships, assisted clients with wealth transfer strategies, and provided family office services.  Prior to SunTrust, Jennifer delivered tax planning to executives, business owners, and high net worth families as a senior tax consultant at Deloitte.  She has also provided trust and estate advisory services to other regional boutique wealth management firms.

Education

Jennifer received both a Bachelor of Science in Business Administration and Master of Accounting with a concentration in taxation from the University of North Carolina at Chapel Hill. She holds designations as a Certified Public Accountant, a Certified Financial Planner™, and a Certified Trust & Financial Advisor.

Charitable Activities

Jennifer is a regular volunteer at her children’s schools with the cultural arts program, prospective families, and in the classroom. She generally enjoys supporting children’s causes. She is active in her church where she has taught Sunday School and assists with planning fellowship events. To honor her creative side and detailed nature, she also serves on the architectural review board for her neighborhood.

Outside of the Office

When not in the office, Jennifer enjoys spending time with her family, enjoying her husband’s culinary creations, and most forms of exercise. When time allows, she is also a fan of reading (especially by a warm fire or on a beach) and traveling to experience local cultures.

Avery Rodts

Wealth Advisor

Avery Rodts

Wealth Advisor

(404) 961-6000 (404) 961-6020

Avery Rodts joined Gratus Capital as a Wealth Advisor in 2012. His primary focus is on guiding clients through the wealth management process including the design and execution of thoughtfully researched wealth accumulation, preservation, and transfer strategies. His approach is centered on these core objectives: risk adjusted portfolio growth, income accumulation, and capital preservation. Each approach incorporates careful attention to minimizing tax implications, monetizing and protecting assets, and transferring wealth.

Career Highlights
Avery started his financial advising career at Robinson Humphrey over 19 years ago, which evolved into what is now known as Morgan Stanley Smith Barney.

Education
Avery graduated from The University of the South, Sewanee in 1987 and has held the Investment Advisor designation for over a decade.

Charitable Activities
Avery is an active member of Saint Ann’s Episcopal Church and serves as the President of the Buckhead Baseball Association of over 1,000 families.

Outside the Office
Avery is a proud father of two boys, Avery and Carson and daughter, Ally. He enjoys a myriad of outside athletic activities and cooking out for his family and friends.

Al Meadows, MBA, CFP®

Wealth Advisor

Al Meadows

MBA, CFP®
Wealth Advisor

(404) 961-6000 (404) 961-6020

Al has been providing comprehensive financial planning and portfolio management services to families for over 18 years. Al works directly with his clients to develop a cohesive strategy to help meet their unique financial goals and objectives. Al employs a holistic approach that solves wealth management issues in the areas of retirement planning, investment management, education planning, tax and estate planning, business succession planning, corporate stock option planning, insurance, and charitable gift planning.

Career Highlights

Al began his career in the investment industry in 1997. Prior to joining Gratus Capital, Al was a Private Wealth Manager for a national independent investment advisor. Prior to that firm, Al worked for a major national financial company as a Vice President, Senior Account Executive managing a practice of over $800 million.

Education

Al received his Bachelors of Business Administration in Financial Services and Planning from Baylor University and his MBA in Financial Planning from the University of Dallas. He also holds the Certified Financial Planner ™ designation of the Certified Financial Planner Board of Standards, Inc.

Charitable Activities

Al is an active member at Johnson Ferry Baptist Church and participates in volunteering with their summer lunch program and coaching with their Upward sports programs.

Outside of the Office

Al and his wife Amy have 3 children, Dawson, Hogan and Madeleine. In his spare time, Al enjoys activities such as his kid’s soccer and basketball games, golf, staying active in his church and spending time with his family and friends.

Miguel Ortigao

Wealth Advisor

Miguel Ortigao

Wealth Advisor

(404) 961-6000 (404) 961-6020

Miguel is a results-driven financial planner with experience developing and executing investment plans for individuals and families. He works directly with his clients to develop a cohesive strategy to help meet their unique financial goals and objectives. His focus areas include asset management, financial planning, and customized solutions for clients.

Career Highlights

Prior to joining Gratus, Miguel spent over five years working with the largest retirement services provider in the U.S., most recently as a Financial Consultant managing a practice worth $400 million in Atlanta, GA. Prior to that, he was with SunTrust Investment Services working with two investment advisors in Ponte Vedra Beach, FL.

Education

Miguel attended the University of North Florida and holds a BBA with a major in Business Management and minor in International Business. Miguel holds the Series 7, 63, 65, and Life, Health and Variable Insurance licenses. Miguel is currently completing the Certified Financial Planner designation.

Charitable Activities

Miguel is actively involved with the Brookhaven Chamber of Commerce, Children’s Healthcare of Atlanta, and Habitat for Humanity.  He is also passionate about serving the Veterans who have served our country.

Outside the Office

Miguel lives in Brookhaven and enjoys the outdoors and home improvement projects.  He is active in sports and enjoys playing golf, tennis, and volleyball. He is a member of Christ the King Church in Buckhead.

Cynthia Mabry, CFP®

Client Service Manager

Cynthia Mabry

CFP®
Client Service Manager

(404) 961 6000 (404) 961 6020

Cynthia Mabry’s primary role is to provide our clients and advisors with exemplary service and support. She works directly with our advisors to provide seamless transitions for new clients into our Gratus Family and continued support throughout their relationship as we assist them in reaching their financial goals. Cynthia also works with the Director of Investments and Director of Client Services in our data management and performance reporting services.

Career Highlights

Prior to joining Gratus Capital in 2010, Cynthia worked as an Investment Account Manager for another wealth management firm in Atlanta. During her time there, she served as the liaison between the Investment Committee, Advisors, and Clients in order to provide exceptional account management and client service.

Education

Cynthia is a graduate of Auburn University with a degree in Marketing. She carries the professional designation of Certified Financial Planner™.

Charitable Activities

Cynthia regularly volunteers at SafeHouse Outreach, an organization in downtown Atlanta that works to better the lives of lower income families in the city. She also volunteers with several other organizations through her church in order to better the lives of people in the community.

Outside the office

Cynthia currently resides in Smyrna. She is an active member at Mount Paran Church of God.  She also enjoys spending time with her friends hiking, playing ultimate Frisbee, and enjoying the great outdoors.

Lawrence Lee, CFA

Portfolio Manager

Lawrence Lee

CFA
Portfolio Manager

(404) 961 6000 (404) 961 6020

Lawrence primarily focuses on equity research and analysis and is co-manager of Gratus Capital’s Dividend Growth SMA. He is a key member of the investment strategy group and conducts market research, investment analysis, and trading and back office operations support for the firm.  Lawrence works closely with Todd Jones, Director of Investments, to implement the firm’s investment management process.

Career Highlights

Prior to joining Gratus Capital, Lawrence spent 8 years as a sell-side equity research analyst covering a multitude of industry sectors including medical devices, biotechnology, marine transportation, and oilfield services. Most recently, he was an associate analyst at Wells Fargo Securities in New York where he conducted fundamental research and valuation of public companies in the oilfield service and equipment sector.

Education

Lawrence received his undergraduate degree in Biomedical Engineering from Johns Hopkins University. He was a series 7, 66, 86, 87 licensed research analyst prior to joining Gratus Capital. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Outside the Office

Lawrence lives in Atlanta with his wife and twin girls. He enjoys reading, playing golf, and watching football and basketball.

Cindy Herrera

Client Service Manager

Cindy Herrera

Client Service Manager

(404) 961-6000 (404) 961-6020

Cindy Herrera’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.

Career Highlights

Prior to joining Gratus, Cindy worked at Charles Schwab as a registered representative and Client Service Specialist. During her time at Charles Schwab, she specialized in client reporting for Advisor Services based out of Phoenix, Arizona. In addition, she worked at a local Charles Schwab branch here in Atlanta. Prior to Charles Schwab, Cindy worked for an Investment Advisor, Lombardia Capital Partners, as an Associate of Client Service and Marketing, and at Countrywide.

Education

Cindy is a graduate of California State University Northridge and received her bachelor’s degree in Liberal Studies. Cindy holds the Series 7, 63, and 9 FINRA Licenses.

Charitable Activities

Cindy enjoys participating in several charitable organizations, including Hands on Atlanta, Habitat for Humanity, Junior Achievement, and other organizations helping children and families in need.

Outside the Office

Cindy lives in Marietta with her fiancé, two German Shepherds, and a cat. During her free time, Cindy enjoys hanging out with her family, cooking, traveling, and spending lots of time outdoors.

Gary Nix

Investment Operations Manager

Gary Nix

Investment Operations Manager

(404) 961- 6000 (404) 961- 6020

Gary is a key member of the Investment Strategy Group and is responsible for implementing trade processes, data management and portfolio management functions. His focus areas include pre-trade order allocation creation, post trade reconciliation and resolving trade settlement issues in a timely manner. He oversees research and processing corporate actions- (i.e. tender offers), trade order compliance record-keeping, and client performance reporting support.

Career Highlights

Gary formerly served as the Senior Operations Associate for Spectrum Advisory Services, maintaining clients’ portfolio data, trade notifications with custodians and brokers, and trading blotters and reconciliation of client accounts. Prior to Spectrum, Gary worked with Raymond James & Associates for 11 years in various operational areas covering Re-organization and Mutual fund Networking.

Education

Gary has spent his career developing critical skills and knowledge in the investment operations field and other specialty areas.

Outside of the Office

Gary has a passion for sports, and in particular, collegiate sports. He also enjoys spending time in the north Georgia mountains.

Patrick Nolan, CAIA

Real Estate Analyst

Patrick Nolan

CAIA
Real Estate Analyst

(404) 961-6000 (404) 961-6020

Patrick’s primary role encompasses sourcing, oversight, and due diligence of the private investment offerings at Gratus Capital. Patrick is a contributing member to the Gratus Capital Illiquid Investment Committee, which accepts or rejects investment opportunities for the private investments platform. In addition, Patrick works closely with our Director of Investments and lends support on various investment-related projects.

Career Highlights

Prior to joining Gratus Capital, Patrick was an investment associate for a multi-family value-add real estate operator focusing on purchasing and improving apartment communities in Atlanta and the Midwest. Before that, he spent five years in a business development role for a timberland private equity registered investment advisor. Patrick began his career as a water resources engineer in San Diego, California, where he earned his Professional Engineering license.

Education

Patrick received his undergraduate degree in Civil Engineering from Vanderbilt University and his MBA from the University of Georgia. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association’s Atlanta chapter.

Outside the Office

Patrick lives in Buckhead and enjoys hiking, reading, cooking, woodworking and golfing.

Wayne Holbrook

Chief Operating Officer

Wayne Holbrook

Chief Operating Officer

(404) 961-6015 (404) 961-6020

Wayne Holbrook brings more than 30 years of experience in the investment management industry.  Wayne joined Gratus in May 2017 as the Chief Operating Officer. Wayne is responsible for collaborating with the Executive team to develop and measure team structures, create operational efficiencies, and innovate policies and procedures to align with the firm’s vision.

Career Highlights

Prior to joining Gratus, Wayne was the Chief Operating Officer / Chief Compliance Officer for Cornerstone Investment Partners and was responsible for operations, trading, finance, human resources, compliance and technology. Before his joining Cornerstone, Wayne was Chief Operating Officer / Chief Compliance Officer for Tactical Allocation Group, LLC, where he was responsible for all operations, trading, technology, compliance and human resources. Prior to that, he was a Global Partner with Invesco’s North American Institutional group.

Education

Wayne earned his Masters of Business Administration from the J. Mack Robinson College of Business at Georgia State University, and he earned his Bachelor of Arts degree in Economics from the University of Illinois at Chicago.

Charitable Activities

Wayne was one of the founders of the Atlanta Kennel Club Foundation and currently serves as Treasurer.  He is also past President and currently serves on the Board of the Clumber Spaniel Health Foundation.

Outside the Office

Wayne and his wife live in Alpharetta.  In his spare time, he enjoys reading, gardening and travelling.

Christy Smith

Client Services Associate

Christy Smith

Client Services Associate

(404) 961-6000 (404) 961-6020

As a Client Services Associate, Christy is responsible for keeping the firm’s day-to-day operations running smoothly.  She serves as the primary point of contact for all clients and colleagues by coordinating office appointments and assisting clients with general questions.  In addition to her administrative duties, Christy’s responsibilities encompass client services, wealth management support, event planning, and marketing.

Career Highlights

Prior to joining, Gratus Christy began her career as a Human Resources Coordinator at a global insurance firm.

Education

Christy graduated from Armstrong State University with a Bachelor’s of Science in Psychology.

Outside the Office

Christy resides in Atlanta and enjoys cooking and spending time with her family.  She also enjoys participating in and coordinating volunteer activities.

Anna Katherine Davis

Client Service Manager

Anna Katherine Davis

Client Service Manager

404-961-6000 404-961-6020

Anna Katherine’s primary role is to provide our clients & advisors with exceptional service and support during each phase of the wealth management process. She works to provide new clients a smooth transition to Gratus with continued support throughout their relationship.

Career Highlights

Prior to joining Gratus, Anna Katherine worked for a national financial services provider as a registered representative in Dallas, Texas before moving to their Atlanta branch to serve as a relationship manager supporting financial consultants and their clients.

Education

Anna Katherine graduated from the University of Alabama with a degree in finance. She holds her series 7, 63, 65 and life, health and variable insurance licenses. She is currently working towards a CFP designation.

Outside the Office

Anna Katherine lives in Atlanta and enjoys spending time with friends, cooking and watching Alabama football.