Steve Thorne, Principal
info@rodgerscapital.com

Steve is a Principal and Managing Director of Family Wealth Management. He is in charge of overall strategic direction and oversees Investment Policy creation and all Family Office activities. Steve joined Rodgers Capital Group in 1986 as CFO and founding partner. He was an active member of RCG’s corporate finance group from 1994-1997 before stepping into his role at FWM. From 1976 to 1986, Steve worked for Price Waterhouse as a CPA, including three years in their Milan, Italy office. Steve received his BS in Accounting from Tennessee Technological University. He has served as Chairman and as a member of the YCAP Board of Directors. YCAP is a ministry to at-risk boys and girls in inner city Nashville.

Lane Carrick,
lane@fwmllc.com

Lane has been a Principal with Family Wealth Management since 1998. His responsibilities include Business Development, Client Investment Policy creation and monitoring and the Investment Research and Manager Selection process. Lane is the founder and President of Sovereign Wealth Management in Memphis, TN. Family Wealth and Sovereign Wealth joined forces to bring a broader scope of sophisticated services to bear on the client’s behalf. Lane brings more than 20 years of experience in the financial services industry. He was educated at Memphis University School and the University of Memphis. He holds the Certified Financial Planner designation (CFP), is a member of the Financial Planners Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and has been admitted to the Registry of Financial Planning Practitioners.

Ben Warwick,
ben@fwmllc.com

Ben is the Chief Investment Officer of Sovereign Wealth Management and as such, is in charge of the Investment Research and Manager Selection process. Prior to joining Sovereign, Ben was a principal in The Bornhoft Group, a registered investment advisor specializing in alternative investments, and Warwick Capital Management, a quantitative trading firm. Ben earned his MBA from the University of North Carolina and his BS in Chemical Engineering from the University of Florida. He is an internationally recognized authority on investment strategy and is a regular contributor to academic journals and other publications. Mr. Warwick is the author of five books, including Searching for Alpha: The Quest for Exceptional Investment Performance and The WorldlyInvestor Guide to Beating the Market.