Patrick Hartley

Senior Vice President

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Raymond James & Associates, Inc.

Senior Vice President

Graystone Consulting, a Business of Morgan Stanley

Senior Vice President and Institutional Consultant

University of North Carolina at Chapel Hill

The George Washington University School of Business

Vice President Consumer and Small Business Marketing at kenan-flagler.unc.edu

Senior Associate, Investments at kenan-flagler.unc.edu

Principal - Investments (Co-GP and Preferred Equity) at kenan-flagler.unc.edu

James Meek

Financial Advisor at msgraystone.com

Vice President at morganstanley.com

Equity Trade Reporting Lead - Vice President at morganstanley.com

Executive Director at morganstanley.com