Managing Director–Wealth Management
Financial Advisor
For over three decades, Kent has worked closely with ultra-affluent individuals and families, helping them navigate the complexities and capitalize on the opportunities of substantial wealth. As a leader of the Family Office Partners team, Kent directs client initiatives across multiple areas: investment management, financial planning, wealth preservation and transfer services.
Kent is a graduate of the US Naval Academy and is very active in the Nashville community, currently serving on the advisory board for the Nashville Zoo. When not at work, Kent enjoys traveling and spending time with his family.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Managing Director–Wealth Management
Financial Advisor
Dominic is responsible for directing asset allocation, sector diversification, and security and fund selection within the Family Office Partners team. He is particularly skilled in assisting our clients with stock option analysis, hedging and monetizing concentrated equity positions, and managing Section 16 considerations. Dominic has been serving families of significant wealth for close to 20 years.
Dominic is a graduate of Belmont University and a Nashville native. When not at work, Dominic enjoys spending time at the beach with his three children.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Benji has focused his career in wealth management for over 20 years. Within the Family Office Partners team, he takes an active, highly customized approach to the implementation and regular oversight of client portfolios and financial plans, sensitive to their risk parameters, personal timelines, lifestyle needs, and long-term goals.
Benji is a graduate of Vanderbilt University where he was an All-SEC Academic Quarterback. After graduation, he remained at Vanderbilt to earn his M.B.A.. In his free time, Benji enjoys spending time with his wife and two children, rooting for his Vanderbilt Commodores, and practicing his golf game.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Authorized Officer
Senior Wealth Strategy Associate
Tripp is a licensed attorney who aims to support our clients in creating a meaningful legacy. He works closely with them to identify and implement wealth transfer strategies that minimize tax implications and protect how they pass on financial assets and other property to their loved ones. Prior to joining the Family Office Partners team, Tripp was in private legal practice focusing on estate and tax planning. Tripp is a native of Alabama and a graduate of Washington and Lee University (B.S. with Special Attainments in Commerce), Cumberland School of Law at Samford University (J.D.), and Northwestern University School of Law (LL.M. in Taxation). Tripp lives in Nashville with his wife, Margie, and two young children, Lauren and Byers.
Credentials
Associate Director
Senior Wealth Strategy Associate
Within Family Office Partners, Chris supports our clients and team with market outlook, investment implementation, and ongoing investment performance monitoring. Prior to joining the team, Chris worked for over 4 years in UBS’s Investment Bank covering a range of institutional investment managers including hedge funds, large family offices, commodity trading advisors, and many more.
Chris is a Nashville native and graduate of the University of Mississippi. Outside of work, Chris enjoys spending time with his family, cheering on his football teams, and staying active in the Nashville community.
Senior Wealth Strategy Associate
Certified Exit Planning Advisor
Reid Moreschi joined Family Office Partners in the summer of 2021. Within the team, Reid serves as a planning associate supporting clients with advanced tax and estate planning, financial goal analysis, investment analysis, and insurance planning. Prior to joining the team, Reid worked in wealth management and mergers and acquisitions. Reid relocated to Nashville in 2019 after graduating from Hobart and Williams Smith colleges with a degree in economics.
In his free time, Reid enjoys supporting his favorite sports teams, spending time with friends and family, exploring the outdoors with his dog Indie, and enjoying live music in the Nashville community.
Credentials
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER®
Sarah Harris joined Family Office Partners in 2022 to help ensure all of our clients' cash management needs are met, including account transfers, wires, and opening of new accounts. Her primary focus is building and maintaining trusted client relationships by taking a personalized and proactive approach to managing their needs on a day-to-day basis. Sarah has extensive experience in private wealth and has spent the last five years working with ultra-high net worth individuals and their families.
Sarah is a graduate of Mississippi State University. She lives in Nashville with her husband, Nick, and two dogs.
Credentials
Senior Registered Client Associate
Abby Harris joined Family Office Partners in June 2022. In her current role, she assists clients with any of their administrative needs, and supports the team with planning events, scheduling, and client communication. She began her career in Finance in 2019 after graduating from the University of Mississippi.
Abby is originally from Columbus, Georgia and currently resides in Nashville. In her free time she enjoys traveling, pure barre, and spending time with friends and family.
Client Associate
Fayth supports Family Office Partners clients in alternative investment implementation, client service, and relationship management.
Fayth is a graduate of Middle Georgia State University and relocated to Nashville from Georgia with her yellow lab, Jilly. Outside of work, Fayth enjoys experiencing all Nashville has to offer.
Client Associate
Abbie Rosata joined Family Office Partners in December 2023. In her current role, she assists clients with any of their administrative needs, and supports the team with planning events, scheduling, and client communication.
Abbie is from Nashville, TN, and is a Belmont University graduate. In her free time, you can find her teaching Pilates at local studios around town, enjoying time with her friends and her teacup poodle, Flo. She also loves being active outdoors and doing activities like hiking and running.