Margaret Jones leads the operations and client service team at Brainard Capital, including client relationship management, portfolio reporting, and firm communications. Margaret is a graduate of the University of North Carolina at Chapel Hill.
Taddy Barnhill manages the Family Office Services practice for Brainard Capital. She has been in the investment management business for over 15 years, and brings a wealth of financial analysis experience to the firm. Taddy has previously worked in real estate private equity, investment banking, and foundation portfolio management. She holds a degree in Business Administration from the University of Richmond, with concentrations in Marketing and Finance.
Lindsey Cornell is a CFP® professional, with over six years of experience delivering comprehensive wealth planning services to affluent families. Prior to managing the planning practice at Brainard Capital, she worked in LA with the Family Office Services Group at one of the country’s largest independently owned wealth management firms. Lindsey earned a Bachelor of Arts in Economics from Bucknell University.
Sarah Richardson is an integral part of the client service team, managing client events and day-to-day office operations for Brainard Capital. Sarah is a graduate of Hendrix College.
Robert Hamilton oversees the technology platform as a consulting staff member for Brainard Capital. He has previously served as a corporate advisor with a private bank in Germany, and as an officer and attorney in the U.S. Army. Robert is a graduate of Wake Forest University and earned both his J.D. and Masters of Public Affairs from the University of Texas at Austin.
Liz Hughes assists on the operations and client service team at Brainard Capital, including management of the firm’s portfolio reporting platform. Liz is a graduate of the University of Virginia.
Sally Brainard manages the Legal & Regulatory process as a consulting staff member at Brainard Capital, working to ensure compliance with the firm’s Federal and State regulatory duties. She was previously a lawyer in the Office of General Counsel at the University of Texas. Sally is a graduate of Georgetown University and earned both her J.D. and Masters of Public Affairs from the University of Texas at Austin.