The Oglethorpe Collective
“TOC-23”
INTEGRITY | HUMILITY | AGILITY | ALIGNMENT | INITIATIVE
By Invitation Only
TOC-23
A Multi-Family Office and Investment Partnership
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Complex Estate, Tax, Gift Planning, Pre-Liquidity Asset Location, Philanthropic Advisory, Sophisticated Life Insurance Consulting, and Family Governance
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Cash Flow Planning, Bookkeeping, Bill Pay, Tax Return Support, and Consolidated Reporting
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Private Aviation/Yacht Planning, Personal Security, Household Staff Management, Bespoke Lending Solutions, and Pre-Sale Business Preparation
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Investment Policy Statements, Asset Allocation, Investment Themes, and Manager Selection
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Intersection of Top-Down Macro Themes, Professional Sourcing Network, and Client Demand-Driven Ideas
Meet the Team
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![A smiling man with short hair and a beard, wearing a striped shirt and jacket, in an indoor setting.]()
Matthew Blind, CFA®
Chief Executive Officer
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Jim Machinchick, CFP®, CPWA®
Chief Planning Officer
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![Headshot of a smiling man with a shaved head wearing a suit and tie]()
Chris Workman, CFA®
Chief Investment Officer
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Phil Ierardi
Chief Operating Officer
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![A man in a blue suit, white shirt, on a city street with blurred brick buildings in the background.]()
Hunter Steadley, CFA®, CFP®, CAIA®
Managing Director of Research
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![A smiling young man in a blue suit and light blue tie, standing outdoors against a wooden background.]()
Sam Stanton
Director, Wealth Strategy
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![Smiling elderly man with glasses and gray hair, wearing a dark suit, white shirt, and red tie.]()
Chris di Bonaventura
Chairman
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![Smiling man in a gray blazer and blue shirt, with light brown hair, against a neutral background.]()
J. Keith Benedict, CFA®
Advisory Board Member
Contact Us
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