Our Investment Committee

The HT|TC Wealth Partners Investment Committee governs investment components and other investment considerations. The quality of our team, along with our access to advanced research, culminates in our capability to provide sophisticated, equitable global investment guidance. This committee is comprised of a group of seasoned internal and external professionals who frequently meet to review investment policies including economic, asset allocation, and portfolio construction strategies. Changes are made based upon worldwide and market conditions, balancing potential returns with risk management. The committee also oversees due diligence, objectively identifying the ideal investment options for our clients, unencumbered by any conflicts of interest as we do not promote any products.

William M. Giffin
Chief Executive Officer
Kevin Rice
Senior Investment Strategist
Terry Kothe
Wealth Advisor
Kimberly O'Brien
Wealth Advisor
Nancy T. Bell
Wealth Advisor

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