The
team.

A founding member of Highbrook Capital Partners, Michael brings more than twenty-five years of experience advising private investors and high-net-worth families. His career has been defined by disciplined portfolio construction, rigorous underwriting, and thoughtful client stewardship.

Michael began his career at Citigroup – Salomon Smith Barney before transitioning to the independent advisory model. Over the next sixteen years, he built and advised a substantial high-net-worth client base at two Atlanta-based RIAs prior to co-founding Highbrook Capital Partners.

Alternative investments have long been central to Michael's investment philosophy. He has extensive experience sourcing, conducting diligence on, underwriting, and monitoring private investment opportunities across asset classes. His approach blends traditional portfolio management with private market exposure, emphasizing risk control and long-term compounding.

Michael earned a Bachelor of Science from Vanderbilt University and obtained the Certified Financial Planner^® designation in 2003. A former four-year varsity tennis player at Vanderbilt, he remains highly competitive on the court and is an avid padel and pickleball enthusiast. He and his wife, Jennifer, live in Atlanta with their three children.

A founding member of Highbrook Capital Partners, Carter serves as Managing Partner, guiding the firm's investment strategy with a disciplined, fiduciary-first approach. He combines entrepreneurial vision with institutional-level portfolio design, bringing deep experience in capital markets, regulatory oversight, and strategic growth.

Carter earned his degree in Economics from Sewanee: The University of the South, concentrating on corporate finance, investments, money and banking, derivatives, alternative investments, and financial institutions. His advanced coursework under Dr. Robert A. Ott, Jr. — former Director of Financial Strategies and Vice President of the Federal Home Loan Bank — helped shape his macro-driven perspective and commitment to thoughtful risk management.

He began his career at AXA Equitable, structuring and administering complex corporate retirement plans and executive benefit programs. He later joined New England Securities as a Portfolio Manager advising high-net-worth individuals and qualified retirement plans, including 401(k), profit-sharing, and cash balance pension arrangements.

In 2011, Carter joined Wealth Designs, LLC as Director of Capital Markets, where he oversaw trade execution, portfolio construction, and investment operations across the firm. In 2014, he founded Atticus Asset Management, serving as both Chief Investment Officer and Chief Compliance Officer. Under his leadership, the firm expanded through strategic acquisitions and in 2018 executed a merger forming Atticus Wealth Management. As Chief Executive Officer at Atticus, Carter oversaw the acquisition and integration of multiple advisory practices, including advisors from Wells Fargo, Merrill Lynch, Raymond James, and Fidelity.

Carter holds the Accredited Investment Fiduciary^® (AIF^®) designation, reflecting specialized training in fiduciary responsibility and prudent investment processes. He is known for pairing institutional discipline with highly personalized client service, building enduring relationships grounded in transparency, accountability, and long-term alignment.

Beyond his professional work, Carter serves on the Board of Trustees for the Elachee Nature Science Center and is deeply engaged in his community. He resides on Lake Lanier with his wife, Tori, and their two children, where he enjoys sailing, hiking, and fly fishing.

Dan co-founded Highbrook Capital Partners with a clear objective: deliver institutional-quality investment management within a highly personalized, family-office framework. For more than a decade prior to launching Highbrook, Dan advised high-net-worth families at Nicholas Hoffman & Co. and an Atlanta-based RIA, guiding clients through complex financial decisions across market cycles.

Dan approaches wealth management holistically. He integrates public markets, private investments, generational planning, and tax strategy into a unified architecture designed for durability. His experience spans traditional equities and fixed income as well as private equity, private credit, real estate, and hedge fund allocations. He believes alternative investments — when thoughtfully underwritten and properly structured — serve as essential drivers of diversification and long-term capital appreciation.

Tax efficiency is a cornerstone of Dan's practice. From portfolio construction to advanced planning strategies, he works closely with clients and their professional advisors to reduce unnecessary tax drag while preserving optionality for future generations. He pairs structured, disciplined review processes with consistent accessibility and open communication — aiming not simply to manage assets, but to cultivate informed, multi-generational partnerships built on trust and transparency.

Originally from England, Dan moved to Atlanta at a young age and proudly considers it home. He graduated from The Lovett School before earning a bachelor's degree in international business, with a minor in Spanish, from The College of Charleston. He has served on the Young Professional Advisory Committee for The Atlanta Children's Shelter, volunteered with Soccer in the Streets, and coached basketball at Northside Youth Organization. Dan lives in Atlanta with his wife, Preston, and enjoys golf and tennis in his free time.

Adam serves as Director of Research at Highbrook Capital Partners, where he leads investment underwriting, macroeconomic analysis, portfolio construction, and manager due diligence across both public and private markets.

He earned a Bachelor of Science in Investment Finance and Global Supply Chain Operations Management from the University of South Carolina before beginning his career at Vanguard in Charlotte. He later joined LCG Associates, an institutional investment consulting firm in Atlanta, where he underwrote investments across asset classes and supported consultants advising endowments, foundations, pension plans, and nuclear decommissioning trusts representing approximately $6 billion in assets.

During his tenure at LCG, Adam earned the Chartered Financial Analyst^® (CFA^®) designation — widely regarded as the gold standard in investment management — after passing all three examinations on his first attempt.

Prior to joining Highbrook, Adam worked on advisory teams at both a wirehouse and an RIA, leading research initiatives, portfolio design, and market commentary. He also co-managed, alongside Michael Rollauer, a multi-asset private investment vehicle focused on primary fund commitments, co-investments, and direct investments. Adam is a frequent panelist at investment conferences throughout the Southeast, where he shares insights on financial markets, macroeconomic trends, and the institutional underwriting process.

As a Senior Investment Advisor at Highbrook Capital Partners, Watts advises high-net-worth individuals and families through an integrated framework that aligns investment management, trust and estate planning, lending strategy, and overall wealth coordination.

Watts earned his BBA in International Business from the University of Georgia in just three years before completing both his Juris Doctor and MBA at Samford University through an accelerated dual-degree program — an academic path that reflects the discipline and rigor he brings to his advisory work.

He began his career in the Trust Department at SunTrust Wealth Management, supporting complex fiduciary relationships and collaborating closely with trust officers and beneficiaries. He later transitioned into a licensed Client Advisor role, where he provided brokerage, insurance, capital markets, and comprehensive financial planning solutions.

In 2009, Watts joined Wells Fargo Private Bank as a Private Banker, advising affluent families with a focus on integrated lending, investment management, and sophisticated planning strategies. He subsequently moved to Wells Fargo Advisors' Private Client Group, managing portfolios for individuals, families, and nonprofit organizations.

In 2021, Watts was recruited by E. Carter Morris IV to join Atticus Wealth Management and later transitioned alongside Carter to help launch Highbrook Capital Partners. Since inception, he has played a strategic role in shaping the firm's client experience and advisory framework. Originally from Pensacola, Florida, Watts now resides in Atlanta, where he enjoys spending time with his family and staying active outdoors.

Brittany serves as Director of Client Services at Highbrook Capital Partners, overseeing client onboarding, operational coordination, and day-to-day service execution. She ensures that the client experience reflects the firm's commitment to precision, responsiveness, and care.

She earned a Bachelor of Arts in Economics and Organizational Management from Agnes Scott College in Decatur, Georgia. Brittany began her career in financial services in 2012 at Morgan Stanley and brings more than a decade of experience across both broker-dealer and RIA platforms.

Known for her attention to detail and client-first mindset, Brittany works closely with advisors, custodians, and external partners to streamline account administration, service requests, and firm-wide operational initiatives. Her ability to anticipate client needs and maintain operational excellence is central to Highbrook's service model.

Brittany lives in Braselton with her wife and their two cats, Hooper and Rosie. Outside of work, she enjoys boating, traveling, and spending time with family.