During the more-than-25 years our senior leadership has worked together, we’ve fostered a culture where collaboration, commitment and community service are the cornerstones of our relationship-building approach. While hard work and alignment of interests have proved critical to our success, we believe the real difference stems from our focus on leaving a lasting positive impact.
For all deal referrals, please email or call Brent Kulman (336-733-0354) or Charlie Orr (336-733-1130).
Scott Snow
Managing Partner
WORK HISTORY
- Joined team in 2005
- Wachovia Securities (now Wells Fargo Securities)
- GE Capital/GE Plastics
OUTSIDE OF WORK
Scott enjoys spending time with his wife and four children. He is an active member of his church, serving in various leadership capacities, including overseeing a self-reliance initiative directed at helping individuals improve job prospects, gain additional education, start and grow businesses and better manage their personal finances. Scott is a Seattle native and long-time North Carolina transplant who maintains his allegiances to Seattle sports but prefers the warmth and sun of the Carolinas. He is an avid snow skier and water sports enthusiast and attempts to play golf.
EDUCATION
- Harvard Business School, MBA
- Brigham Young University, BS in Business Administration with a concentration in Finance
Marshall White
Managing Partner
WORK HISTORY
- Joined team in 2014
- American Capital
- J.P. Morgan
OUTSIDE OF WORK
Marshall enjoys spending time with his wife and three children. He is an active member of his church and involved with his children’s sports teams, the YMCA Adventure Guides program, and YPO. He is a Dallas native, a loyal Texan, and an avid sports fan, including all things Georgetown basketball, SMU football, and Texas Rangers baseball.
EDUCATION
- Georgetown University, BS in Finance and Accounting
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Whit Edwards
Managing Partner
WORK HISTORY
- Joined team in 2006
- Danaher (Gilbarco Veeder-Root)
- FairPoint Communications
- Bowles Hollowell Conner
OUTSIDE OF WORK
Whit enjoys spending time with his wife and their three sons. Most of his free time revolves around family travel, hunting, golfing, and taking in sunny days at the North Carolina coast. Born and raised in North Carolina, Whit is a loyal Tar Heel and an avid UNC sports fan. He also serves in various leadership capacities at local nonprofits.
EDUCATION
- University of Virginia Darden School of Business, MBA
- University of North Carolina at Chapel Hill, BA in Economics
Jonathan Blanco
Managing Partner
WORK HISTORY
- Joined team in 2002
- Carousel Capital
- Bowles Hollowell Conner
- Chase Securities
OUTSIDE OF WORK
Jonathan spends time with his wife and three children boating, fishing, hunting, and skiing. He and his wife are active in the community, volunteering and serving in leadership positions with several local nonprofit organizations. Jonathan currently serves as a trustee of the Crossnore Communities for Children and as the Chairman of the Crossnore Foundation Board. He holds or has held volunteer leadership positions with St. Paul’s Episcopal Church, RJR High School Boosters Club, YMCA Adventure Guides program, and the Bethesda Center for the Homeless.
EDUCATION
- University of Virginia Darden School of Business, MBA (William Michael Shermet Award and Faculty Award for Academic Excellence)
- University of North Carolina at Chapel Hill, BA in Economics with minor in Business
Steele Windle
Principal
WORK HISTORY
- Joined team in 2014
- Edgeview Partners
OUTSIDE OF WORK
Steele enjoys spending time with family and friends, playing sports of any kind, exploring the Intracoastal Waterway, and spoiling his three nieces. Steele is an aspiring instructor at Virginia International Raceway and enjoys coaching youth soccer and basketball. He also serves in various leadership capacities at local nonprofits.
EDUCATION
- Wake Forest University School of Business, MS
- Hampden-Sydney College, BS in Mathematical Economics, magna cum laude
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Ken Clark
Vice President
WORK HISTORY
- Joined team in 2017
- ClearPath Foundation
- Abundant Power
- Colville Capital
OUTSIDE OF WORK
Ken enjoys traveling, playing golf, reading, and spending time in the North Carolina mountains with his wife and young son. Ken is a passionate sports fan who never misses a Tar Heels or Panthers game.
EDUCATION
- Columbia Business School, MBA with Honors
- University of North Carolina at Chapel Hill, BA in Economics and History, cum laude
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Cam Mulhall
Senior Associate
WORK HISTORY
- Joined team in 2019
- SunTrust Robinson Humphrey
- Capstone Headwaters
OUTSIDE OF WORK
Cam is an active member of the Deacon Club, a fundraising organization that supports Wake Forest University Athletics. A native of the Jersey Shore, he enjoys spending much of his free time on the water, whether it involves fishing for billfish and tuna or racing sailboats.
EDUCATION
- Wake Forest University, BS in Finance, magna cum laude
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Daniel Buckley
Senior Associate
WORK HISTORY
- Joined team in 2020
- Fifth Third Securities
OUTSIDE OF WORK
Daniel enjoys spending time with his wife and friends, watching UVA sports, golfing, and playing pick-up basketball.
EDUCATION
- University of Virginia McIntire School of Commerce, BS in Commerce with concentrations in Finance and Information Technology
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