As the head of IronGate’s branch office in Washington State, Evan works with clients all over the country. Evan joined IronGate Partners in 2014 after working . . .
With a comprehensive background in insurance, banking, brokerage and financial planning, Lil's career began as a life insurance agent with John Hancock in . . .
Cleve joined IronGate Partners in 2010 with 17 years experience servicing the financial needs of both individuals and families throughout the Southeast.
Susan was most recently Director of Trust Services at Old North State Trust in Wilmington for the past 10 years. Prior to that, Susan was a Vice President and . . .
Working closely with our clients, partners and wealth advisors, Alex leads the development and ongoing monitoring of financial plans that assist in meeting our clients’ goals.
Cathy provides financial services support for IronGate’s clients. She oversees new accounts and the investment transfer process. Before joining the IronGate team, Cathy gained . . .
Nona has been an integral part of IronGate Partners since we welcomed our first client in 2004. She oversees compliance, accounting and portfolio reporting for our clients.
Kara is responsible for investment research, trading and reporting. A graduate of Fairfield University (CT), she received her MBA from Boston University. Prior to joining IronGate, she was . . .
A retired 30-year Wall Street executive and former Deputy Assistant Secretary of the Treasury nominee with strong experience in government securities, Mead joined IronGate in early 2010 . . .
As a graphics and web design specialist, Matt assists in informative and timely communications to our current and future clients. Matt also coordinates IronGate’s events . . .
As the first voice of IronGate for many of our clients, Nicole oversees client care and coordinates all the firm’s events and marketing initiatives. Nicole works closely with our Partners and Wealth Advisors to support . . .
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