Private Wealth Strategies
Focusing on preserving your wealth
High-net-worth clients require special wealth management services designed to protect and nurture capital. Our team works closely with affluent clients to build and manage comprehensive portfolios that insulate from downside risk and provide peace of mind in the face of volatile markets.
Knowledge and wealth for future generations.
Each portfolio is individually designed and proactively managed at the household level. We also keep our clients well informed, communicating regularly and proactively through monthly conference calls and quarterly reviews directly with firm partners and senior advisors.
An experienced team protecting your wealth.
Our investment strategy team has more than 20 years of combined wealth management experience, encompassing a broad range of knowledge.
Todd Walker, APMA®
Senior Portfolio Manager
Todd joined the team in 2007 and serves as the Senior Portfolio Manager at GenCrest. He is responsible for the day-to-day operations and management of all portfolios. He also serves in a key leadership role of the firm’s Investment Committee.
He focuses on building strong relationships and delivering quality solutions while providing excellent client service. He graduated from North Carolina State University with a Bachelor of Science in Management and Economics. Todd is an Accredited Portfolio Manager Advisor (APMA)℠ and serves on the board of directors of the Petty Family Foundation.
Cole Hickman, AAMS®, AWMA®, FPQP™
Cole Hickman, AAMS®, AWMA®, FPQP™
Portfolio Manager
As a Portfolio Manager at GenCrest, Cole manages the firm’s day-to-day hedging operations and plays a key role in research management. He works closely with the portfolio team to analyze various companies across all sectors. Cole is also involved in the firm’s financial planning, wealth management, financial advisory and financial analysis, with a strong focus on research analysis and understanding financial metrics and industry dynamics.
A graduate of Texas State University, Cole holds a degree in business administration in finance. He moved to North Carolina in 2020 to join our team full-time. after interning with the firm in college. Cole has his Accredited Wealth Management Advisor (AWMA®), Accredited Asset Management Specialist (AAMS®), and Financial Paraplanner Qualified Professional (FRPQ™) certifications.
