Raleigh, NC Colonnade Center Drive Office

Ricky Whitley is a CFP® with 15 years of industry experience, currently serving at First Citizens Asset Management, Inc. since 2026. He has been affiliated with First Citizens Bank and First Citizens Investor Services since 2011. Whitley also teaches financial planning concepts at the Trust Advisors Institute through Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, municipalities, and institutions. The firm emphasizes strategic asset allocation and multi-asset class portfolio construction using a combination of fundamental, quantitative, and technical analysis.

Josh Newman is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Bank for 16 years before joining First Citizens. Outside of his advisory role, he manages a long-term rental condominium property. First Citizens Asset Management, Inc. provides model-based sub-advisory services and direct investment advisory to individuals, trusts, municipalities, and institutions, offering global multi-asset class model portfolios that emphasize strategic asset allocation, manager research, and risk control.

Katherine Gagner is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with six years of industry experience. Her background includes roles at Wells Fargo Bank and Wells Fargo Clearing Services prior to joining First Citizens. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm utilizes a strategic, multi-asset class approach combining fundamental, quantitative, and technical analysis across various investment frameworks.

Charles Dickinson Jr. is a CFP® with four years of industry experience, currently serving as an Institutional Consultant at First Citizens Asset Management, Inc. in Raleigh, NC. His background includes roles at First Citizens Bank and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities, employing a multi-asset class approach with discretionary management focused on strategic asset allocation and risk control.

Hayden Brown is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining First Citizens, Hayden spent four years in full-time education. He also serves as a financial consultant with FCAM, meeting with clients to discuss investment capabilities. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, utilizing a mix of asset allocation strategies, discretionary management, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Cynthia White is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked with various entities affiliated with First Citizens since 2019, as well as previous experience with BB&T from 2008 to 2019. Cynthia serves on the Halifax Community College Foundation Board and its Finance Board committee. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and public institutions. The firm offers multi-asset class portfolios implemented through funds, ETFs, and income-oriented strategies, combining fundamental, quantitative, and technical analysis, and emphasizes discretionary management with strategic asset allocation and manager research.

William Blackwood is a financial advisor at First Citizens Asset Management, Inc. in Raleigh, NC, with 18 years of industry experience. He has been with First Citizens Bank and its affiliated entities since 1989, holding roles at First Citizens Investor Services since 2013 and First Citizens Asset Management since 2017. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million through a multi-team platform of 33 advisors, offering global multi-asset model portfolios with dynamic asset allocation and discretionary management.

Thaddeus Yasunaga is a CFA® charterholder with 10 years of industry experience. He currently works at First Citizens Asset Management, Inc., having joined the firm and its affiliated First Citizens Bank in 2024. His prior experience includes roles at PNC Bank and Busey Capital Management, Inc., where he worked for a decade. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages multi-asset global portfolios using a combination of quantitative and qualitative criteria, serving clients through a platform of 33 advisors.

Craig Letendre is a CFA® charterholder with 10 years of industry experience. He is an Institutional Portfolio Strategist at First Citizens Asset Management, Inc., where he has worked since 2019. Prior to that, he held roles at Parametric Portfolio Associates and Eaton Vance Management. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and offers global, multi-asset model portfolios using a combination of quantitative and qualitative methods.

Justin Marcinkiewicz is a CFA® charterholder with over a year of experience in the financial industry. He currently works at First Citizens Asset Management, Inc., where he has been since 2024, and has been affiliated with First Citizens Bank since 2014. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Charles Johnson is a CFP® with 10 years of industry experience, currently serving at First Citizens Asset Management, Inc. He has held various roles within First Citizens-affiliated entities since 2013 and previously worked at PNC Bank and its affiliates from 2020 to 2024. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.

Kenneth Duncan is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63, 65, and 66 credentials and offering 30 years of industry experience. His prior roles include various positions at PNC Bank and its affiliates. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, municipalities, and institutions, using global multi-asset class model portfolios that combine fundamental, quantitative, and technical analysis.

Phillip Neuhart is a financial advisor with First Citizens Asset Management, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with First Citizens Asset Management since 2017 and also maintains roles with First Citizens Bank and First Citizens Investor Services. In addition to his advisory duties, he serves as a Portfolio Strategist for Institutional Business within his firm. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients including individuals, trusts, charitable organizations, and municipalities. The firm offers global multi-asset class model portfolios through various implementation frameworks, combining fundamental, quantitative, and technical analysis with strategic asset allocation and ongoing risk management.

Charles Mc Callum III is a CFP® with 27 years of industry experience, currently serving at First Citizens Asset Management, Inc. He previously held roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and SunTrust. He serves on the boards of SVB Wealth and First Citizens Asset Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions, offering a range of multi-asset class portfolios monitored regularly by its board.

Brent Ciliano is a CFA® charterholder with 26 years of industry experience. He is currently affiliated with First Citizens Asset Management, Inc. and serves as a supervisory principal at SVB Wealth, a wholly owned subsidiary of First Citizens Bank. Brent also serves on the board of directors for First Citizens Asset Management, focusing on portfolio construction and investment selection. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm offers multi-asset class portfolios using fundamental, quantitative, and technical analysis, with an emphasis on strategic asset allocation and risk management.