Advisors at this firm
Cherri L
Series 65
Louisville, KY
Atlas Brown
Cherri Lamkin is a financial advisor at Atlas Brown with eight years of industry experience. She holds a Series 65 designation and has been with Atlas Brown since 2016. Atlas Brown, Inc. provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering portfolio management and a range of Family Office services including financial planning, trust and estate coordination, and private foundation management.
Michael R
Series 63, Series 65
Louisville, KY
Atlas Brown
Michael Robinson is a financial advisor at Atlas Brown with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas Brown Investment Advisors since 2008. Prior to that, he was involved with Cypress Alts LLC and Cypress Holdings LLC for ten years. Atlas Brown provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering discretionary and limited non-discretionary portfolio management alongside Family Office services such as financial planning and trust coordination.
David R
Series 63, Series 65
Louisville, KY
Atlas Brown
David Russell is an executive vice president at Atlas Brown with 43 years of industry experience. He has held positions at Private Client Services, LLC and has been with Atlas Brown since 2014. Outside of his advisory role, he operates Mo Chuisle Farm in Shelbyville, KY, and serves as treasurer for the One Seagrove homeowners' association in Santa Rosa Beach, FL. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various entities, managing approximately $567.5 million across 438 clients. The firm employs institutional techniques and offers a range of portfolio management and Family Office services tailored to client needs.
Samuel V
Series 63, Series 65
Louisville, KY
Atlas Brown
Samuel Vonderheide is a financial advisor at Atlas Brown in Louisville, KY, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Private Client Services, LLC from 2015 to 2019. Outside of his advisory role, he supports fundraising efforts for the Louisville Zoo and works part-time in event merchandising. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and institutional clients. The firm manages approximately $567.5 million and offers portfolio management alongside Family Office services, employing institutional techniques and a multidisciplinary approach tailored to each client’s investment policy.
William H
CFA®, Series 63, Series 65
Louisville, KY
Atlas Brown
William Hancock III is a CFA® charterholder with 22 years of industry experience. He is currently with Atlas Brown, where he has worked since 2005, and previously worked at Purshe Kaplan Sterling Investments. Hancock serves on the board of the Filson Historical Society, a nonprofit organization in Louisville, Kentucky, where he is a member of the finance and personnel committees. Atlas Brown provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering discretionary and limited non-discretionary portfolio management alongside Family Office services such as financial planning and trust coordination.
Bradley G
Series 63, Series 65
Louisville, KY
Atlas Brown
Bradley Glotzbach is a financial advisor at Atlas Brown with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown since 2009. Outside of his advisory work, he serves as a fitness instructor at YMCA Louisville. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various institutions, managing approximately $567.5 million across 438 clients. The firm employs institutional investment techniques and offers a range of Family Office services, including financial planning and trust coordination.
Timothy C
Series 63, Series 65
Louisville, KY
Atlas Brown
Timothy Corley is a financial advisor at Atlas Brown with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown Investment Advisors Inc. since 2004. Outside of his advisory role, he is the owner of Zoeva Properties, LLC, a real estate management business. Atlas Brown provides wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages over $567 million and offers portfolio management along with Family Office services, utilizing institutional investment techniques and a fiduciary custodian platform.