Pactolus

Cierra Telleen is a financial advisor at Pactolus with a Series 65 credential and one year of industry experience. She previously worked at Citizens & Farmers Bank and studied at the College of William & Mary. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business clients. The firm offers investment advisory, financial and estate planning, tax-aware advice, and other wealth-planning solutions, typically managing client accounts on a discretionary basis and utilizing quantitative research and sub-advisers.

David Chandik is a financial advisor at Pactolus Private Wealth Management with five years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Pactolus, he worked at the South Carolina Office of the State Treasurer and L&L Management, Inc. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities, offering investment advisory, portfolio management, financial and estate planning, tax-aware advice, and related services. The firm typically manages accounts on a discretionary basis, uses quantitative and third-party research, and sponsors proprietary private funds alongside bundled wrap-fee programs.

Alan Harter is a financial advisor at Pactolus with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Pactolus Private Wealth Management since 2011 and Pactolus Securities since 2014. Harter serves as the managing member of several special purpose vehicle entities that are investment vehicles for Pactolus clients. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers individualized investment advisory, portfolio management, financial and estate planning, tax-aware investment advice, and additional services including real estate consulting and structured loan diligence.

Jacob Hampton is a financial advisor with Pactolus and holds Series 65 and Series 66 licenses. He joined Pactolus in 2026 after working at Terra Alpha Investments for 11 years. Although he has no prior advisory industry experience before 2026, he has been with Pactolus for one year. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers investment advisory, portfolio management, financial and estate planning, and other wealth-planning services, typically managing client accounts on a discretionary basis and utilizing quantitative tools, sub-advisers, and bundled wrap-fee programs.

Narges Zamani is a CFA® charterholder with 11 years of industry experience, currently serving at Pactolus. She has been with Pactolus Capital Partners since 2015 and Pactolus Private Wealth Management since 2014. Zamani holds the Series 63 designation and is based in Vienna, VA. She also serves as an advisory board member for both ACANSA Investment Management OCIO, focusing on endowments and foundations, and the Enquire Knowledge Expert Platform. Pactolus provides fee-based family office and wealth management services to high-net-worth families, trusts, charitable entities, corporations, and other business entities. The firm offers customized investment advisory and portfolio management, financial and estate planning, and tax-aware investment advice, utilizing a discretionary management approach combined with quantitative and third-party research tools.