Inlet Private Wealth, LLC

Mackenzie Edwards is a financial advisor at Inlet Private Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has been with Inlet Private Wealth since 2019. Prior to her advisory role, she worked at Jonathan's Landing Golf Club and attended the University of Florida. Inlet Private Wealth, LLC manages discretionary and non-discretionary portfolios for individuals, trusts, estates, and charitable organizations, with approximately $554.9 million in client assets as of December 31, 2024. The firm employs a value-oriented investment approach focused on intrinsic value and risk defined as permanent capital impairment, and offers trustee and custodial services through a private-label trust representative office arrangement.

Ted Furniss is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Inlet Private Wealth, LLC since 2018 and previously worked at Wilmington Trust, N.A. and M&T Securities, Inc. He is based in Jupiter, FL, and holds Series 63 and Series 66 licenses. Inlet Private Wealth, LLC manages approximately $554.9 million in client assets, serving individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and risk as permanent capital impairment, and it offers discretionary and non-discretionary portfolio management, sub-advisory services, and trustee/custodial services through a private-label trust representative office.

Victoria Peaper is a financial advisor with Inlet Private Wealth, LLC in Jupiter, FL. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Inlet Private Wealth in 2018, she worked at Wilmington Trust for twelve years. Inlet Private Wealth, LLC offers discretionary and non-discretionary portfolio management, sub-advisory services, and model portfolios to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented investment approach focused on intrinsic value and free cash flow analysis, and it provides trustee and custodial services through a trust representative office arrangement.