CO-FOUNDER, MANAGING PARTNER, & CHIEF INVESTMENT OFFICER
David’s primary focus is serving our private wealth clients as their personal CFO. David oversees IronGate’s financial planning division, working with staff and outside professionals.
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 . . .