Lindsey E. Murray
Private Fund Accountant
Lindsey performs accounting and operational functions for Private Fund accounting. Prior to joining EBS in 2021, she worked as a financial analyst for a local hospital group. While in […]
Our People
Chase M. Oakley, CFA®
Senior Securities Analyst
As a member of the Research Group, Chase is dedicated to equity and fixed income research. This involves evaluating potential security candidates and analyzing current portfolio holdings. Prior to joining […]
Sydney Shanks
Senior Trading and Operations Associate
Sydney performs daily account maintenance and reconciliation for our portfolio accounting and trading systems. Prior to joining EBS in 2022, she worked as an Assistant Branch Manager for a local […]
Keri K. Watson
Executive Assistant
Keri joined EBS in September 2025 as an Executive Assistant to the CEO, and supporting the Wealth Management and Research Groups. Keri’s responsibilities include managing schedules, travel logistics/coordination, and event […]