Pennington Partners & Co., LLC

Charles Sheain is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Pennington Partners & Co., LLC since 2023 and previously held positions at the Alfred I. duPont Charitable Trust and Johns Hopkins University. Pennington Partners advises high-net-worth individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans, providing discretionary and non-discretionary portfolio management, family office consulting, and non-investment implementation services. The firm manages portfolios through a combination of independent managers, separately managed accounts, individual securities, mutual funds/ETFs, and alternative vehicles, and sponsors multiple affiliated private investment funds.

Keith Kellum is a CFP® professional at Pennington Partners & Co., LLC with over 15 years of industry experience, including 15 years at BNY Wealth before joining Pennington Partners in 2025. He is based in Bethesda, MD. Pennington Partners advises high-net-worth individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans, offering portfolio management, family office and business strategy consulting, and non-investment implementation services. The firm manages assets through a variety of vehicles and sponsors multiple affiliated private investment funds, with a significant portion of assets managed on a non-discretionary basis.

Longhe Cao is a financial advisor at Pennington Partners & Co., LLC with a Series 65 designation and one year of industry experience. Prior to joining Pennington Partners, Cao was a student for 16 years. Pennington Partners advises high-net-worth individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans, offering portfolio management, family office and business strategy consulting, and non-investment implementation services. The firm sponsors and manages affiliated private investment funds and provides consulting on estate planning and insurance implementation.

Brian Gaister is a financial advisor at Pennington Partners & Co., LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Pennington Partners since 2016. Outside of his advisory role, he participates in the Keiretsu Forum as a passive member and is involved in angel investing through GF Angel LLC. He also serves on the investment committee of the endowment for the JCC of Greater Washington and contributes to fundraising strategy for the Jewish Community Federation of Baltimore. Pennington Partners advises high-net-worth individuals, families, trusts, charitable organizations, and retirement plans, providing discretionary and non-discretionary portfolio management, family office and business strategy consulting, and non-investment implementation services. The firm manages portfolios using a blend of independent managers, separately managed accounts, individual securities, mutual funds, ETFs, and alternatives, and sponsors multiple affiliated private investment funds.

William Halkyard is a financial advisor at Pennington Partners & Co., LLC in Bethesda, MD, holding a Series 65 designation. He joined the firm in 2025 and previously worked in academic roles at Northwestern University and Glenbard West High School. Pennington Partners advises high-net-worth individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans, offering portfolio management, family office consulting, and non-investment implementation services. The firm sponsors and manages multiple affiliated private investment funds and provides estate planning and insurance consulting through its representatives.

Rodd Macklin is a CFA® charterholder with nine years of industry experience. He is currently with Pennington Partners & Co., LLC, where he has worked since 2016 with a brief period at NaviMed Capital from 2020 to 2023. Outside of his advisory role, he has been involved with NGP Energy Technology Partners since 2008. Pennington Partners advises high-net-worth individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans, offering portfolio management, family office consulting, and non-investment implementation services. The firm sponsors and manages affiliated private investment funds and employs a diversified investment approach including independent managers, separately managed accounts, and alternative vehicles.

Robert Andrews is a financial advisor at Pennington Partners & Co., LLC with five years of industry experience. He holds a Series 65 designation and has been with Pennington Partners since 2019. Prior to joining the firm, he was affiliated with UNC Chapel Hill from 2015 to 2019. Pennington Partners serves high-net-worth individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans, providing portfolio management, family office and business strategy consulting, and non-investment implementation services. The firm also sponsors and manages multiple affiliated private investment funds and offers estate planning and insurance consulting.

William Lowrie is a financial advisor at Pennington Partners & Co., LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at BlackRock and IBM. Pennington Partners advises high-net-worth individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans, offering portfolio management, family office and business strategy consulting, and non-investment implementation services. The firm manages regulatory assets primarily on a non-discretionary basis and sponsors multiple affiliated private investment funds.

Megan Bleil is a financial advisor with Pennington Partners & Co., LLC, holding a Series 65 designation and bringing 20 years of industry experience. She has worked at Pennington Partners since 2016 and previously spent a year at Bronfman E.L. Rothschild. Pennington Partners advises high-net-worth individuals, families, family offices, trusts, estates, charitable organizations, and retirement plans, offering portfolio management, family office and business strategy consulting, and non-investment implementation services. The firm manages a significant portion of assets on a non-discretionary basis and sponsors multiple affiliated private investment funds.

Jacob Reinhardt is a financial advisor at Pennington Partners & Co., LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at DMBA, Bridge Financial, and Russell Tobin, as well as experience outside finance at Utah Valley University and The Church of Jesus Christ of Latter-Day Saints. Pennington Partners advises high-net-worth individuals, families, trusts, and charitable organizations, offering portfolio management, family office consulting, and non-investment services. The firm manages assets through a combination of independent managers, mutual funds, alternative vehicles, and sub-advisors, with a significant portion of assets managed on a non-discretionary basis.