Randall Ayer

Randall Ayer

Randall Ayer, CFA®

Rand Ayer is a Senior Relationship Manager and Head of the Charlotte Office. He is responsible for managing the wealth of high-net-worth individuals and tax-exempt organizations. Rand advises clients, including private business owners and executives, on complex matters related to investing and multigenerational family wealth.

Prior to joining the firm, Rand served as an Analyst and a Portfolio Manager at First Union National Bank and Bank of America. Rand received a B.A. in economics from The University of North Carolina at Chapel Hill and is a CFA charterholder.

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