Nicholas Hoffman & Co
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Our People

We work with a variety of families – each with distinctive goals and needs. Our team is scaled to meet these needs, and our families have exposure to the thinking of decades of experience.

As a privately owned, founder-led company, we’re able to work efficiently and respond quickly without anything getting in our way. We pride ourselves on investing our time and resources in four areas of significance – the relationships of our families, the training and support of our people, the expertise of our external business partners, and the development of better ways of growing wealth.

NICHOLAS J. HOFFMAN

FOUNDER

photo of Nicholas Hoffman

Nick is the founder of Nicholas Hoffman & Company and has overall responsibility for the management of the firm. For over 30 years he has specialized in providing strategic financial advice to families and closely held businesses. In particular, his focus is on the integration of investment decisions with tax, retirement and inter-generational wealth transfer issues. Nick is a devoted teacher to families on "The Mathematics of Money" and the responsibility that wealth brings. The first program he designed around money and responsibility was featured on National Public Radio. He has taught this program for Pace Academy and is the founder of a summer course on the subject at Cambridge University. Nick chairs the firm's Investment Management Committee.

Nick served for 20 years on the Board of Goodwill Industries. He is a former Chairman and currently serves on the Board of the Society of International Business Fellows. Nick was born and educated in England, where he received an honors degree in law from the University of Exeter. He began his career as a Chartered Accountant with KPMG in London and Germany. He is a fellow of the Institute of Chartered Accountants.

Organizational Experience:

Diversified Trust Company – Atlanta

Balentine & Company – Atlanta

CIGNA Financial Services – Atlanta

Coutinho, Caro & Co. – Hamburg, Lagos, Atlanta

KPMG – London, Dusseldorf

A. CARL GAMBRELL

PRINCIPAL

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Joining Nicholas Hoffman & Co. in 2009, Carl has brought his experience and perspective as an investor to the world of the family office. In addition to being a member and one of the original founders of the Investment Management Committee (IMC), Carl has served in key roles in the Private Debt and Private Real Estate efforts at the firm. Since he began in 1977 Carl has understood that investing is about taking risks. Many investors fail in understanding and evaluating the risk they are taking. The market is a humbling entity and has taught him that you will never understand all your risks, but it doesn't mean you stop in search of that risk. The work and the lessons the market teaches are ongoing.

Carl has used the firm to expand his passion for writing and education. He began to publish “The Weekly” in January of 2010 and remains today the chief writer of the piece produced each week. He has approached The Weekly as a way to help readers look at an investment or issue in the market in a non-traditional, but thought provoking manner. His commitment to education has extended to his annual Women's Investment Seminar. Driven out of a client need, Carl began to host an annual investment seminar in the Fall of 2010 designed and catering to the needs of women investors.

Organizational Experience:

Bank of America Capital Markets – Atlanta

Merrill Lynch Global Markets and Investment Banking – Atlanta

Credit Suisse First Boston – Atlanta

GARY B. MARTIN, CFA

PRINCIPAL

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Gary has over 28 years of financial services experience and since 1993 has worked with numerous and diverse affluent families. His primary responsibility is working with clients on all aspects of their strategic planning and investment management issues. Gary's experience provides him with a strong foundation in both public and private investment management, financial and generational planning, and nuances of Delaware personal trusts. In addition to the public markets, Gary also offers considerable experience in alternative investing with emphasis on the private debt, private equity and private real estate markets. Prior to focusing on private wealth management Gary spent seven years on Wall Street in institutional sales and trading environments. Gary brings an institutional framework to client portfolio management and a deep understanding of market and economic trends. He is a member of the firm's Investment Management Committee.

Gary graduated from Harvard College in 1984 with a Bachelor of Arts in Economics and received his Masters in Business Administration from Emory University in 1993. While attending Harvard Gary was a four year letterman for the Men’s Varsity Ice Hockey Team which in 1982-1983 was Runner-Up Division I National Champions. Gary earned the CFA designation in 1997.

Organizational Experience:

Wilmington Trust Company – Atlanta

Balentine & Company – Atlanta

Union Bank of Switzerland – New York

Bankers Trust Company – New York

ELEANOR D. QUARLES

DIRECTOR OF CLIENT SERVICES

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Eleanor serves as the firm's Director of Client Services where she is responsible for client account administration and operations. Prior to joining Nicholas Hoffman and Company, Eleanor worked as a Client Service Officer for Wilmington Trust Wealth Advisory Services, servicing high net worth families for 17 years. She was a member of Wilmington Trust's Diversity Council to the National Offices. She began her career at Merrill Lynch Pierce Fenner and Smith in Princeton, New Jersey.

Eleanor is a graduate of Douglas College, Rutgers University. She was a founding member of New Creation Christian Fellowship of Stone Mountain, Georgia, where she participated in community outreach, facilitated a divorce support group, and directed the children’s church ministry for ten years. She was also the founding member and past president of IWAMS investment club. She currently serves on the advisory board of GLOSS (God’s Ladies of Significance and Service), which helps to enrich the lives of young women throughout the community. She is now a founding member of First Congregation Ministries International, with her husband Martin Quarles.

Organizational Experience:

Wilmington Trust Company – Atlanta

Balentine & Company – Atlanta

Merrill Lynch Pierce Company – Princeton

NIRVANNA SILVA

BUSINESS ANALYST

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As the firm’s Business Analyst, Nirvanna provides consulting services in different areas of our business. She is in charge of the organizational processes and procedures within the firm, developing and overseeing the implementation of new management information systems. Nirvanna’s duties include the analysis, evaluation, and redesign of the firm’s client relationship management system, ensuring the highest level of client service delivery. She is also tasked in supporting all aspects of the client relationship and its development.

Nirvanna grew up in Mexico City. She attended Brevard College where she received her Bachelor of Arts in Business and Organizational Leadership and a minor in Environmental Studies. Outside of work, Nirvanna is a passionate tennis player who contributes to the Hispanic outreach tennis program in Atlanta.

MICHAEL W. MASTERS

SENIOR INVESTMENT ADVISOR

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Mike has over 25 years of financial market experience. His responsibilities include client account management and participation in developing the firm’s investment platform with a focus on public investments and hedge funds. Mike works with families on investment strategy, asset allocation, strategic planning, and cash flow management. He also has extensive experience in investment manager research and due diligence. Mike is a member of the firm’s Investment Management Committee.

Mike holds a Bachelor of Arts in Philosophy from Emory University where he graduated with honors. He also holds a Masters of Business Administration in Finance and Real Estate from Georgia State University. Mike is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. Mike was inducted into Beta Gamma Sigma, the International Honor Society recognizing academic achievement among business school students and he received the Wall Street Journal Award in recognition of his outstanding academic achievement.

Outside of work, Mike and his wife Kathy are avid cyclists and fitness enthusiasts. They have contributed to numerous cycling and active lifestyle charity events.

Organizational Experience:

Sterling Investment Management – Atlanta

Daniel Financial Group – Atlanta

RICHARD RUSHTON

DIRECTOR OF OPERATIONS

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Richard has over 30 years of experience in business management and economic analysis. He serves as the firm's Director of Operations and is a member of the firm's Investment Management Committee. After working initially as an economist and policy advisor for a lobbying organization in London, Richard spent 10 years consulting for, and then managing, fast growing retail banking operations for the NatWest Group and HSBC. In 1996 he moved to the US where he jointly led the growth of Griffin Services from annual revenues of $15 million to $350 million. In 2001 Griffin Services was sold to the VT Group, a publicly quoted UK company where Richard subsequently served as CEO of VT's US Company, and as a member of the Executive Board of VT plc in the UK.

Richard was born and educated in England. He received his undergraduate degree from the University of Reading in 1979, and his graduate degree in Economics from the University of Oxford in 1981. Richard serves as a board member of Soccer in the Streets.

Organizational Experience:

VT Group – Atlanta

Griffin Services – Atlanta

HSBC – Leeds

NatWest – London/Birmingham

National Farmers Union - London

CAMERON R. SIMONDS

SENIOR INVESTMENT ADVISOR

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Cam has over 10 years of experience in wealth management. As a Senior Investment Advisor, Cam works with clients on investment management, asset allocation decisions, and strategic planning. As a regular part of client account management Cam emphasizes liquidity planning for investment sizing and pacing. In addition to his client responsibilities Cam is responsible for developing specific segments of the firm’s private investing platform, and leads efforts to expand the firm’s private equity program. His work with private equity includes conducting investment due diligence of existing managers and new opportunities as well as helping clients design private equity portfolios that mitigate concentration and timing risks. Cam is a member of the firm’s Investment Management Committee.

His background includes experience in portfolio management operations and comprehensive financial planning. Through this experience Cam developed a broad understanding of core financial principles that enables him to better guide clients toward their financial goals.

Cam grew up in Atlanta, attended Pace Academy, and is a graduate of Presbyterian College with a bachelor's degree in Business Administration.

Organizational Experience:

Executive Advisor Group – Atlanta, GA

LLOYD FLOOD

SENIOR INVESTMENT ADVISOR

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Lloyd joined the firm in the fall of 2017 and brings thirty years of experience working as a portfolio manager, trader, and financial analyst. He has deep knowledge of markets, and the importance of asset allocation and due diligence. He has been in Atlanta for the entirety of his professional life, spending ten years in banking, and the last twenty years in insurance asset management. During that time, he worked in both the public and private asset classes with a primary focus on fixed income. He managed assets for company accounts and trusts, partnering with clients on the customized mandate and portfolio construction process. Lloyd has a real insider’s perspective on how Wall Street and the markets function.

Lloyd was born and raised in the south. He earned a bachelor’s degree in business administration in finance from Auburn University, a master’s degree in business administration from Mercer University, and the CFA charter. He is a member of the CFA Institute. Lloyd was selected for the ING Business Program in the Netherlands. Continuing education includes completing the educational requirement for the Certified Financial Planner Program at the University of Georgia.

Lloyd’s volunteer activities have been primarily related to his children’s schools starting at the Lovett School and continuing most recently by serving on the parents’ council at Washington College in Chestertown, MD. He spends his free time enjoying being with his family in Atlanta, with an occasional trip to the NC mountains.

Organizational Experience:

Bank South/Bank of America - Atlanta

ING/Voya - Atlanta

BETSY J. HARRIS

SENIOR MANAGER, CLIENT RELATIONS

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With over 19 years of experience in the financial services industry, Betsy serves as the Senior Manager of Client Relations at Nicholas Hoffman and Company. Prior to joining the firm, Betsy worked as a Senior Client Service Officer and Fiduciary Associate for Wilmington Trust Wealth Advisory Services. While at Wilmington Trust, she also served as a compliance administrator for the southeast region. At our firm, Betsy’s primary responsibility is to ensure the highest level of satisfaction across all clients by developing and implementing timely and comprehensive communication processes tailored to each client. Her duties include supporting all aspects of the client relationship for several clients, as well as serving as process manager for the administration of private investment portfolios. She also assists in developing and nurturing new client relationships.

Betsy studied Business Administration at Kennesaw State University and is currently working towards a Designation of Certified Trust and Financial Advisor through Cannon Financial Institute.

Organizational Experience:

Wilmington Trust Company – Atlanta

Balentine & Company – Atlanta

FSC Securities Corporation – Atlanta

CAREY S. BLAKLEY

SENIOR MANAGER, PORTFOLIOS & ALLOCATION

photo of Carey S. Blakely

As the Manager of Portfolio Management and Asset Allocation, Carey provides the advisory and administration teams with the tools and information needed to develop and maintain long-term asset allocation strategies across our client base. In addition, he delivers support to the Investment Management Committee through the monitoring of economic and market trends and the provision of ongoing due diligence research on our fixed income, public equity, private debt, and hedge fund platform managers and strategies. Finally, his duties to our families culminate in the servicing of client relationships.

Carey is a native of Memphis, TN and graduated with honors from the Georgia Institute of Technology, where he received a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in International Affairs. He intends to continue his education and, after passing the CFA Level I Exam in June 2017, he looks forward to the opportunity to obtain this and other certifications in the future.

Organizational Experience:

Segrest Inc. – Atlanta

COREY ERDOES

MANAGER, PRIVATE MARKETS, REPORTING AND ANALYTICS

photo of Corey Erdoes

Corey takes a lead role in ensuring that our private investment platform meets the needs of our clients. This includes the analytical work needed to understand the market, assess new opportunities, and evaluate the performance of existing investments. Corey also drives the ongoing development of proprietary tools used to implement our private market strategies, including cash-flow management and the long-term planning of allocation, size, and timing for future capital commitments. In addition, he oversees the management of reporting, ensuring advisors and clients have the information they need delivered in a timely, accurate, and useful manner.

Corey grew up in Atlanta, where he attended The Lovett School. He graduated from the University of Georgia, where he earned a Bachelor of Business Administration with a concentration in Accounting.

Organizational Experience:

Peachtree Planning Wealth Management - Atlanta (Intern)

WHITNEY BUTLER

FINANCIAL PLANNER

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As the firm’s financial planner, Whitney assists client families with tax efficient strategies, trust, and estate planning. She also helps small business owners with retirement plan selection and manages our strategic modeling technology. Whitney is applying her previous experience to the management and development of our website and blog, and the support of our educational outreach activities.   

Whitney is from North Carolina, and graduated with honors from Furman University, where she received her Bachelor of Arts degree in Economics. She is currently enrolled in the Emory Financial Planning Certification Program. She is passionate about education and financial literacy and strives to share her knowledge to positively impact the lives of our clients and those in our surrounding community.

Organizational Experience:

Furman University - Greenville, SC

CAROLINE MCINERNEY

FAMILY OFFICE ADVISOR

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As an investment advisor, Caroline assists individuals and families with investment management and asset allocation decisions. She has a particular interest in applying disciplined financial planning to assist clients with cash flow management and retirement planning, as well as developing diverse investment strategies, and assisting other advisors with strategic planning in support of clients. 

Caroline graduated from the University of the South and received a Master of Business Administration degree from Vanderbilt University’s Owen Graduate School of Management. She enjoys volunteering at her children’s school, Mount Vernon, and their various sporting activities.

Organizational Experience:

Raymond James – Atlanta

Clements and Associates – Atlanta

MEGHAN PEARSON

FAMILY OFFICE ADVISOR

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Meghan joined the firm to provide family office services, financial planning, and investment guidance to our clients. Prior to joining the firm, Meghan worked at the family office of a prominent New York investor, overseeing the owner’s art collection and other personal investments. Meghan began her career working in the art world at Sotheby’s New York facilitating valuations of art and collectibles for tax, insurance, and planning purposes.

Meghan grew up in Atlanta and is a graduate of Emory University where she earned a Bachelor of Business Administration with a concentration in Finance and double major in Art History.

Organizational Experience:

Cohen Private Ventures – New York

Sotheby’s – New York

TAJANA HARRELL

FAMILY OFFICE ASSOCIATE

As our Family Office Associate, Tajana takes a holistic approach to the organization of the family office services we provide. She is focused on providing outstanding client service and supports all aspects of the client relationship. She is responsible for process management, organizational, and administrative support to both investment advisors, and client service teams. Tajana is also responsible for ensuring a smooth and successful onboarding process.

Tajana is originally from Alabama and developed a love of travel from growing up in a military family. When she is not servicing clients, she enjoys the herbal essence of life through researching natural products and remedies. In May of 2020, she graduated from Clark Atlanta University, where she received a dual degree in Finance & Financial Planning. After graduating college, she began her career in the banking industry at Citizens Trust Bank.

Organizational Experience:

Citizens Trust Bank – Atlanta

Capital Management Advisors – Atlanta (Intern)

BRIAN QUINTANA

REPORTS ANALYST

Brian manages the flow of information from the fund and property managers to proprietary tracking tools and financial reporting software. He ensures that our reporting system, including valuation methodology, is consistent with manager statements as well as firm compliance policies and procedures. Brian is responsible for the data consolidation and analysis needed to produce reports for our families on both an ad hoc and quarterly basis. Additionally, Brian assists with client servicing and the ongoing development of the firm’s private investment platform.

Brian grew up in Colombia and moved to Atlanta at the age of 13. He graduated with honors from Georgia State University, where he received a Bachelor of Arts degree in Economics with a minor in Spanish. Additionally, during his undergraduate career, Brian was involved with multiple Latin organizations such as Latin American Student Association and the Latino Leadership Council.