Who We Are

Founded by former Goldman Sachs senior professionals in 2001, Green Square Wealth Management is an independent-minded, boutique wealth management practice focused on providing cash flow-oriented investment strategies for families, endowments, foundations, family offices and financial institutions. Today, we serve the needs of approximately 100 families throughout the U.S., with more than $2 billion in client assets under management.


We serve the needs of more than 100 families throughout the U.S.

$2 Billion

We manage more than $2 billion in client assets.

We strive to help you realize your desired objective without compromising your comfort level.

Our Team

Annie Givens Chief Administrative Officer
Betsy Horn Senior Managing Director
Darrell Horn Senior Managing Director
Edward Francis Investment Advisor
Elizabeth Gordon Managing Director, Senior Investment Advisor
James Duke Investment Advisor
Mallory Podesta, CPA Managing Director, Senior Investment Advisor
Rebecca Jolly, JD General Counsel, Family Office
Richard Finch Senior Managing Director
Ryan Taylor Director of Alternatives
Woodson Whitehead, CPA Senior Managing Director