Narwhal Capital Management

Harrison Fish is a financial advisor at Narwhal Capital Management with one year of industry experience. He holds a Series 65 designation and has also worked at Kennesaw State University. Narwhal Capital Management provides investment advisory and financial planning services to individual and institutional clients, including high net worth individuals, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers portfolio management and retirement plan advisory services, using a mix of fundamental, technical, and cyclical analysis, and is noted for its in-house accounting and tax services staffed by certified public accountants.

Ryan Miller is a financial advisor at Narwhal Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Caterpillar, Inc. and the City of Avondale Estates. Narwhal Capital Management provides investment advisory and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers portfolio management, retirement plan advisory, and tailored financial planning, employing a range of analytical approaches and maintaining in-house accounting and tax services uncommon among peers.

Samuel Frost is a CFA® charterholder with nine years of industry experience. He has been with Narwhal Capital Management since 2016 and previously worked at the Tepper School of Business from 2014 to 2016. Narwhal Capital Management serves individual and institutional clients, including high net worth individuals and charitable organizations, providing investment advisory and financial planning services. The firm employs a multi-strategy approach with discretionary portfolio management and offers in-house accounting and tax services, which is uncommon among multi-team advisory firms.

Melissa Dotson is a CFP® professional at Narwhal Capital Management with four years of industry experience. She has been with Narwhal since 2018. Prior to joining Narwhal, she worked at 9 Round Fitness and held roles at the University of Georgia and Kinnucan's. Narwhal Capital Management provides investment advisory and financial planning services to individual and institutional clients, including high net worth individuals, charitable organizations, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis to build and manage diversified portfolios and offers in-house accounting and tax services through certified public accountants on staff.

Thomas Russell is a financial advisor at Narwhal Capital Management with 15 years of industry experience and a Series 66 designation. He has worked at Narwhal since 2018 and has prior experience at Peachtree Tax & Advisory, Peachcap, and LPL. Narwhal Capital Management provides investment advisory and financial planning services to individual and institutional clients, including high net worth individuals, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers portfolio management and retirement plan advisory services using a range of asset classes and analytical approaches, and it is notable for its in-house accounting and tax services provided by certified public accountants on staff.

Harrison Pettigrew is a financial advisor at Narwhal Capital Management with a Series 65 credential and three years of industry experience. He has worked at Narwhal Capital Management since 2022 and previously held roles at DM Capital Management and the Georgia Institute of Technology. Narwhal Capital Management provides investment advisory and financial planning services to a broad client base, including individuals, institutions, and retirement plan sponsors. The firm uses a mix of fundamental, technical, and cyclical analysis to build and manage portfolios, offering discretionary management with regular monitoring and reviews.

Andrew Hall is a financial advisor at Narwhal Capital Management in Marietta, GA, holding a Series 65 credential with 13 years of industry experience. He has been with Narwhal Capital Management since 2011. Narwhal Capital Management provides investment advisory and financial planning services to individual and institutional clients, including high net worth individuals, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm manages portfolios through asset allocation across various asset classes using fundamental, technical, and cyclical analysis, and is notable for offering in-house accounting and tax services with certified public accountants on staff.

Benjamin Nye is a CFA® charterholder with 14 years of industry experience. He has worked at Narwhal Capital Management since 2016 and previously was with JP Capital Management from 2011 to 2016. Outside of his advisory role, Nye owns and operates Nye Consulting, LLC, providing management consulting services to small businesses. Narwhal Capital Management serves individual and institutional clients, including high net worth individuals and charitable organizations, offering portfolio management, retirement plan advisory, and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and is notable for its in-house accounting and tax services.

David Hale is a financial advisor at Narwhal Capital Management with a Series 65 credential and one year of industry experience. Prior to joining Narwhal, he worked at Color Reflections and spent over a decade in professional baseball with MLB/MiLB. He serves as treasurer for Deep Dive Ventures LLC, a business investment entity. Narwhal Capital Management provides investment advisory and financial planning services to individual and institutional clients, including high net worth individuals, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm employs asset allocation across multiple asset classes and offers in-house accounting and tax services through certified public accountants on staff.

Matthew Burton is a CFA® charterholder with 20 years of industry experience, currently serving at Narwhal Capital Management since 2005. He holds board positions at Matsco Incorporated and C.W. Matthews Contracting Incorporated, where he is chairman of the board for both companies and participates in executive decision-making and market forecasting. Additionally, he is a partner in Kenview Capital LLC, a family business involved in philanthropic coordination and private investment vetting. Narwhal Capital Management provides investment advisory and financial planning services to individual and institutional clients, utilizing a combination of fundamental, technical, and cyclical analysis to implement diversified portfolios. The firm supports clients with discretionary portfolio management, retirement plan advisory, and in-house accounting and tax services.

Andrew Wilson is a financial advisor at Narwhal Capital Management with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Narwhal, Wilson held roles at Primerica Advisors, Primerica Financial Services, and in the construction industry. Outside of finance, he has worked with Uber since 2017. Narwhal Capital Management provides investment advisory and financial planning services to individual and institutional clients, including high net worth individuals, charitable organizations, and retirement plan sponsors. The firm offers portfolio management and retirement plan advisory services, employing a mix of fundamental, technical, and cyclical analysis to build diversified portfolios across various asset classes.

Mohammed Ghulam Reza is a Series 65-licensed financial advisor with Narwhal Capital Management in Marietta, GA, where he has worked since 2022. He has two years of industry experience and previously worked at the University of Georgia and Tucker High School. Outside of his advisory role, he is a partner in a mobile application business focused on building models and algorithms. Narwhal Capital Management serves individual and institutional clients including high net worth individuals, charitable organizations, and retirement plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored investment portfolios and also offers in-house accounting and tax services through its team of certified public accountants.