Parthenon LLC

John Barr II is a financial advisor with Parthenon LLC in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has been with Parthenon Capital Management, LLC since 1999 and has over four decades of experience at J.J.B. Hilliard, W.L. Lyons, Inc. Parthenon LLC primarily serves high-net-worth families, trusts, and family foundations, providing discretionary equity and fixed-income portfolio management. The firm emphasizes original in-house research, long-term ownership, and tailored portfolios, managing approximately $1.22 billion across more than 200 client relationships.

Tony Coffey is a financial advisor with Parthenon LLC in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has worked with Parthenon Capital Management since 1998 and has been affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. Parthenon LLC primarily serves families, trusts, family foundations, and related entities, managing discretionary equity and fixed-income portfolios. The firm emphasizes original, in-house research and long-term investment strategies, typically working with high-net-worth clients.

Todd Lowe is a CFP®, CFA® with 27 years of industry experience. He has been with Parthenon LLC in Louisville, KY since 1998. Parthenon LLC primarily serves high-net-worth families, trusts, and family foundations, offering discretionary equity and fixed-income portfolio management. The firm emphasizes original in-house research, long-term ownership strategies, and tailored portfolios, managing approximately $1.22 billion across 219 client relationships.

Thomas Corea is a financial advisor with Parthenon LLC in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has been with Parthenon Capital Management LLC and Parthenon LLC since 1998 and is also affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1987. Parthenon LLC serves families, trusts, family foundations, and related entities, managing approximately $1.22 billion primarily in discretionary equity and fixed-income portfolios. The firm emphasizes original, in-house research, long-term ownership strategies, and tailored portfolio management for high-net-worth clients.

Matthew Carper is a CFA® charterholder with three years of industry experience. He has been with Parthenon LLC since 2014 and also maintains a role at SG Cowen Securities. Parthenon LLC serves families, trusts, family foundations, and related entities, offering discretionary equity and fixed-income portfolio management. The firm manages approximately $1.22 billion across about 219 client relationships, focusing on high-net-worth households and employing original in-house research to guide long-term, tailored investment strategies.