Our Broker-Dealer Leadership
&Partners is a wealth management firm built by advisors for advisors. Our mission is to combine industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping our clients realize their financial goals.
&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is comprised of a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries.
This partnership with &Partners prioritizes accountability, low fees, and a client-first-always mindset.
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David Kowach
CEO
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John Alexander
Co-President
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Randy Bradshaw
Partner
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Cheri Cooper
COO
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Scott Nelson
CFO
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Andy Byer
Partner
