Note From Southport

To our valued clients:  

As you may have heard in the news, the Securities and Exchange Commission (SEC) filed an emergency action against Southport’s former CEO, John Woods, a company named Horizon Private Equity, and Southport Capital. The Commission’s court filings came as a shock to all of us. We want to assure you that we have taken swift and immediate action to address this unfortunate situation.  

Southport as a business did not participate or conspire in offering and recommending investments in Horizon. Southport never contracted with Horizon for Horizon to serve as a sub-advisor, as a custodian of our clients’ fund, as a strategic partner, or to service or assist our clients in any fashion. We have only ever sought to act with our client’s best interests at heart – and we remain committed to that mission as we work toward the successful resolution of this matter.  

Our investment advisors and leadership team are available to discuss any questions or concerns. In addition to communicating with your investment advisor, we welcome you to email us at We will ensure you receive a prompt and thorough response.  

There is nothing more important to us at Southport than our clients’ success and financial wellbeing. We appreciate your understanding, and we look forward to continuing our work together.

SincerelyClay Parker, CEO and President

Meet Our Team

Investment Committee

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Jim Woods, Certified Financial Fiduciary CFF®

Partner/Senior Investment Advisor

404-442-2124 Ext: 9101

Jennifer Greene

Chief Compliance Officer

Paul DiPalma

Business Development

Cody Kirk, CFP®

Investment Advisor

406-420-2456 Ext: 8001

Paul Guerra

Regional Managing Director

Bill Gunderson

Portfolio Manager- CIO of Gunderson Capital

Bruce DiPietro, CFA®

Investment Advisor

Nick Seifert

Investment Advisor

Connie Rhea

Client Relationship Administrator

Lynne Witmer

Investment Advisor

Laurie Dunsmore, FPQP®

Financial Paraplanner Qualified Professional

Cindy Mariscal

Administrative Assistant

Georgette DiPalma

Client Relationship Administrator

Artie Brown

Investment Advisor

Scott Braddock


Nadia Gulli

COO for Mt. Pleasant

Barry Kyte, CFP® CFA®

Senior Financial Advisor CFP/CFA

Edye Kates

Business Development

Sandy McManus

Client Service Administrator

Marie Barros

Administrative Assistant

Mary Brim

Client Relationship Administrator

Deborah Chambers

Administrative Assistant

Stewart Smith

Investment Advisor

Lucinda Baggett

Client Relationship Administrator

Kelsey Otis

Administrative Assistant/Client Operations

Wendy Railey

Operations Manager

423-664-4507 Ext: 4507

Haley Sanchez

Trader / Operations

423-664-4531 Ext: 4531

Jessica Long

Office Manager

423-664-4508 Ext: 4508

Sarah Halloran

Marketing Director

Conrad Levesque, CPA CFP®

Investment Advisor

Kevin Beahan

Investment Advisor

770-988-7995 Ext: 9106

Iris Israel

Client Services / Compliance Assistant

770-951-7051 Ext: 9103

Julie Jones, FPQP®

Financial Paraplanner Qualified Professional

770-693-0347 Ext: 9104

Ryan Arasi

Administrative Assistant

770-988-5081 Ext: 9105

Sharon Brazeal

Administrative Assistant

Henry Lessner, CFP®

Investment Advisor

Manita Lam, CPA CFP®

Investment Advisor

Robert Lachica, CFP®

Investment Advisor

Vanessa Mowrer

Administration Assistant