Stephen Wilson is a CFA® charterholder with 17 years of industry experience. He joined &Partners in 2025 after an 11-year tenure at Wells Fargo Clearing. Wilson serves as an investment committee team leader for the United Methodist Foundation of Western NC. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients, offering investment advisory, brokerage, and financial planning services. The firm employs a range of portfolio management strategies using proprietary models and third-party managers, operating as both a broker-dealer and registered investment adviser.

Karen Shane is a CFP® with 20 years of industry experience. She is currently with &PARTNERS, where she has worked since 2025. Prior to this, she spent 16 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a wide range of clients, including individuals with varying net worth, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party manager solutions through platforms like Envestnet and NFS.

Dawn Wilson is a financial advisor at &PARTNERS with 8 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes positions at Neuberger Berman LLC and Wells Fargo Clearing Services, LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party strategies through the Envestnet platform and NFS clearing arrangements.

Susan Brown is a financial advisor at &PARTNERS with 37 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of fundamental, technical, and quantitative strategies through proprietary models and third-party managers.

Patrick Golden is a financial advisor at &Partners with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as power of attorney for a family member and maintains a 50% ownership interest in an investment-related business with his spouse. &Partners serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm combines investment advisory and brokerage services with financial planning, ERISA consulting, retirement plan management, and investment banking, utilizing both proprietary and third-party investment strategies.