The Oglethorpe Collective

“TOC-23”

INTEGRITY | HUMILITY | AGILITY | ALIGNMENT | INITIATIVE

By Invitation Only

Complex Estate, Tax, Gift Planning, Pre-Liquidity Asset Location, Philanthropic Advisory, Sophisticated Life Insurance Consulting, and Family Governance
Cash Flow Planning, Bookkeeping, Bill Pay, Tax Return Support, and Consolidated Reporting
Private Aviation/Yacht Planning, Personal Security, Household Staff Management, Bespoke Lending Solutions, and Pre-Sale Business Preparation
Investment Policy Statements, Asset Allocation, Investment Themes, and Manager Selection
Intersection of Top-Down Macro Themes, Professional Sourcing Network, and Client Demand-Driven Ideas

Meet the Team

Matthew Blind, CFA®

Chief Executive Officer

Matt's Profile
Jim Machinchick, CFP®, CPWA®

Chief Planning Officer

Jim's Profile
Chris Workman, CFA®

Chief Investment Officer

Chris's Profile
Phil Ierardi

Chief Operating Officer

Phil's Profile
Hunter Steadley, CFA®, CFP®, CAIA®

Managing Director of Research

Hunter's Profile
Sam Stanton

Director, Wealth Strategy

Sam's Profile
Chris di Bonaventura

Chairman

Chris's Profile
J. Keith Benedict, CFA®

Advisory Board Member

Keith's Profile