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Behind the curtain.

Data

Strategy.

At its core, every strategy has thousands of data points specially woven to realize or achieve a purpose.

Human + Technology

Curate.

Open Architecture coupled with Innovation lead our collaborative curations from the world of viable investments.

Manage

Monitor.

Proactive, diligent and disciplined monitoring is vital to our successful outcomes.

J. Andy Ingram, AIF®, QPFC™, CPFA®, Ri(k)™

“We design and implement carefully curated

investment portfolios, products & services

with a personal experience that seamlessly integrates

technology along with a unified human advice driven collaborative.”

             

                — J. Andy Ingram, AIF®, QPFC™, CPFA®, Ri(k)™

Hire us

We. Help. People.

Chief Executive Officer

Ryan Mumy, AIF, CFP

Sollinda Capital Management - Hickory Office

Chief Technology Officer

T Kiang Tan ``TK``

Sollinda Capital Management - Singapore

Chief Investment Officer

Justin Greenhill

Sollinda Capital Management - Miami, FL HQ

Chief Operations Officer

Nicole Owenby

Sollinda Capital Management - Hickory Office

Our People Team.

Lead Advisor Advocate

Brittany Macchia

Sollinda Capital Managment - Hickory Office

Financial Planning Director

Andrew Rader, CFP

Sollinda Capital Managment - Hickory Office

Chief Legal Advisor

Anna Winger

Sollinda Capital Managment - Hickory Office

Operations Specialist

Brooke Marcum

Sollinda Capital Management - Hickory Office

Elements.

Wisdom.