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Mr. Hancock is an original founder and board member of Atlas Brown, having helped launch the firm in 2004. Mr. Hancock’s career in the investment industry has spanned over 30 years beginning with his first job in the financial sector in 1976 at Merrill Lynch in Louisville, before moving to Citizens Fidelity Bank. Beginning in 1981 he spent 10 years at the Chicago Board Options Exchange (CBOE) and Chicago Board of Trade (CBOT) as a floor trader and market-maker specializing in complex options trading and hedging strategies on predominantly large-cap domestic equities and US Treasury Securities. Following his tenure in Chicago, he returned to Louisville where spent the next 14 years as a Vice President at Hilliard Lyons focusing on equity investment research and sales with a focus on mid-cap and large-cap domestic companies.
He graduated in 1976 from Wittenberg University in Springfield, OH with a BA in Business Administration. Currently, Mr. Hancock serves on the boards of the Filson Historical Society, Dreams with Wings, and The Second Presbyterian Weekday School. He is also a Chartered Financial Analyst (CFA) and a member of the CFA Institute and CFA Society of Louisville. He can be reached by telephone at 502-271-2903.
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Ms. Jones is Executive Vice President, Managing Director of Atlas Brown Family Office, and Senior Portfolio Manager. She has over 20 years investment experience with Louisville, KY institutions and has an extensive background in fixed income and equity management as well as working with affluent clients. Ms. Jones joined the founders of Atlas Brown in early 2005 and has been a key contributor to the foundation and growth of the firm’s Family Office business. She serves on the firm’s Senior Management and Investment Policy Committees and was appointed to the firm’s Board of Directors in 2009.
Previously, she served as Vice President, Portfolio Manager, and Director of Tax-Exempt Fixed Income at Hilliard Lyons Asset Management where she was a member of the Investment Committee and managed client portfolios and municipal bond trading. From 1988 to 1999, Ms. Jones held positions with Stock Yards Bank (Director of Fixed Income), Trans Financial Trust (Portfolio Manager and Trader), and PNC Financial/BlackRock (Municipal Bond Trader and Portfolio Manager for the Churchill Tax-Free Fund of Kentucky and other common trust funds). She is a 1987 graduate in Business Administration with honors in Finance from the University of Louisville and is a member of the CFA Institute and the CFA Society of Louisville. She can be reached by telephone at 502-271-2905.
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Mr. Robinson joined Atlas Brown in 2008 and serves as Executive Vice President and Chief Compliance Officer. He also chairs the firm’s Compliance Committee and is on the Senior Management Committee. In 2006, he founded Cypress Alts LLC, a FINRA registered broker-dealer, which specializes in the distribution of alternative investment strategies to high net worth and institutional investors. Prior to that, he served as the Manager of Sales for Hilliard Lyons Institutional Asset Management.
Mr. Robinson began his investment career in 1996 with J.J.B. Hilliard, W. L. Lyons, Inc. in the Municipal Department where he served as a Unit Investment Trust Sales Liaison and Municipal Bond Trader. He is a 1994 graduate of Washington and Lee University with a Bachelor of Arts. Mr. Robinson serves as the Treasurer of St. Matthews Little League Board of Directors. He can be reached by telephone at 502-271-2914.
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Mr. Corley joined Atlas Brown in October, 2004 after spending 6 years with Hilliard Lyons Asset Management. In his current role as Senior Portfolio Manager and Senior Research Analyst, Mr. Corley is responsible for portfolio construction, overall asset allocation, and individual security selection for the Atlas Brown Large Cap Core portfolio. He is specifically responsible for researching the consumer discretionary, industrial, and information technology sectors of the market.
He chairs the firm’s Private Equity, Alternatives, and External Manager Selection Committee and is also a member of the firm’s Investment Policy Committee. Previously at Hilliard Lyons Asset Management, Mr. Corley was an equity research analyst for the Hilliard Lyons Large Cap Value and Large Cap Growth portfolio, with a concentration in the Technology, Industrial, and Media & Entertainment sectors. Mr. Corley graduated from Indiana University in 2002 with a BS in Finance. He can be reached by telephone at 502-271-2908.
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Mr. Campisano is a Senior Vice President and the Assistant Director of the Atlas Brown Family Office. He joined the firm in 2009 and is a CERTIFIED FINANCIAL PLANNER™ professional. Previously, he was a Fiduciary Officer at JPMorgan Chase’s Private Wealth Management Group where he was responsible for managing complex, high net worth trust relationships, specializing in risk management, tax planning, and generational planning. Prior to joining JPMorgan, Mr. Campisano managed his family’s business for 27 years. In addition to handling the day to day operations of the Campisano Companies, he managed his family’s interests including investments, banking, estate planning, tax planning, risk management, and philanthropic endeavors.
Mr. Campisano is currently an Advisor to the Grants Committee of the Community Foundation of Louisville and serves as Chairman of the Al & Guy Campisano Family Trust Fund, a family foundation. He has also served on the Boards of Dare to Care Food Bank, St. Joseph’s Children’s Home, Boys Haven’s Entrepreneur Committee, and the Parish Council at Holy Trinity Catholic Parish. Most recently, he has served as a Committee Member of the Louisville Contributions Committee for JP Morgan Chase Global Philanthropy, and he has chaired the Grants Committee for the Community Foundation of Louisville. He was awarded a Masters of Business Administration degree in 2004 from Bellarmine University in Louisville, KY. He can be reached by telephone at 502-271-2909.
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Brad is Senior Vice President and Senior Relationship Manager with over 14 years of advising both corporate clients and individuals on investment strategy, asset allocation, and wealth transfer. He joined Atlas Brown in 2009. He began his career in 1997 in San Diego, CA. as an Investment Advisor within the Private Client Group at Wells Fargo Investments. During his time with Wells, Brad was responsible for developing new relationships and working with clients on their wealth planning needs.
In 2003 Brad joined National City Bank as Vice President, and worked within their Personal Trust and Investment Management lines of business as a Senior Relationship Manager. During his time with National City, Brad was responsible for over 100 families overseeing $350 million in clients’ investment assets. Brad was recognized numerous times for his leadership and level of service while at National City. He is a 1994 graduate of the Indiana University School of Business where he was awarded a BA in Finance. Brad can be reached by telephone at 502-271-2925.
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Ms. Moore is Senior Vice President and Relationship Manager with responsibility for many of the firm’s most important client relationships. She has over 20 years of experience in the retirement services industry. Prior to joining Atlas Brown in 2005, Ms. Moore served as Vice President and Senior Trust Administrator at Hilliard Lyons. Prior to this role, she was an Assistant Vice President and Administrative Officer at PNC Bank and spent several years as an account administrator at a local consulting firm. She is a current member of the international and local Societies of Certified Employee Benefit Specialists. She can be reached by telephone at 502-271-2913.
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Ms. Braun is a Senior Vice President and Office Manager for the company. She joined Atlas Brown as a founder after spending 27 years with J.J.B. Hilliard W.L. Lyons, Inc. where she had held a wide variety of roles including sales, general management, operations, client service, and most recently, Assistant Branch Manager. At Atlas Brown her responsibilities include human resource administration, legal resource liaison, document retention, accounts payable & receivable, general office management, and supporting the Office of the CEO. She can be reached by telephone at 502-271-2904.
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Ms. Gartner is Vice President and Controller of Atlas Brown Family Office. She is a Certified Public Accountant with over 20 years of tax experience in both industry and public accounting, where she worked mainly with small businesses and individuals. Ms. Gartner also has prior experience working in a single family office where she was responsible for daily operations, financial reporting and employee benefits.
She is currently a member of the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants. She is actively involved in Boy Scout Troop 243. She earned her BA in Accounting in 1989 from Bellarmine University in Louisville, KY. She can be reached by telephone at 502-271-2919.
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Ms. Hesen is Vice President and Senior Officer of Atlas Brown’s Client Administration Department. With over 30 years experience in the financial services industry, Cheryl has specialized in client and trust administration for her entire career. Prior to joining Atlas Brown, Ms. Hesen served as a Trust Officer and Senior Trust Administrator at Hilliard Lyons where she specialized in working with individual families on complex trust administration matters. She is a graduate of the Cannon Financial Institute Trust School and is a licensed Series 7 professional. She can be reached by telephone at 502-271-2912.
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Ms. Welch has been with Atlas Brown since 2004 and currently serves as Client Account Administrator. Prior to her current responsibilities, Ms. Welch was an administrator within Atlas Brown’s Family Office Services division where she had responsibility for working with many of the firm’s most important clients. Prior to joining Atlas Brown, Ms. Welch spent 5 years as a trust administrator and client service officer at Hilliard-Lyons. She received a BA in Sociology from The Ohio State University in Columbus, OH. In her spare time, she enjoys volunteering with The Kentucky Humane Society. She can be reached by telephone at 502-271-2907.
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