Our Firm

“As many of our longtime clients can recall, we opened our doors on May 11, 2001.  Although many questioned why we would do so in the middle of a recession, we believed that a private, independent firm dedicated solely to investment consulting and financial planning would best serve our clients.

Today, we are stronger than ever.  We have grown to more than 20 professionals serving families, endowments, foundations, retirement plans, and corporations in over 34 states.  While we have enjoyed our growth to more than $1 billion in assets, our focus will always remain on the cherished relationships we’ve developed with our clients.

The entire CIC team and I are excited to carry this firm into the future.  We invite you to visit us in Charlotte anytime and hope that you get to know each member of our CIC family.”

 

-George H. Edmiston Jr.
President and Founder

 

 

Our Team

George H. Edmiston Jr.
Consultant
President
Firm Principal
Christopher K. Grogan
Consultant
Firm Principal
Jeanne Kelsey Fritchley
Chief Operating Officer
Firm Principal
John E. Silvia, Ph. D.
Director of Economics
R. Wade Austin
Consultant
Nargiz Kambarova
Consultant
Relationship Manager
Steve Shak, CFP®, RICP®
Consultant
Robert R. Shaw
Consultant
Director of Technology
Audrey Blanke, MST, CFP®
Financial Planner
Virginia Brake
Compliance and Operations Manager
Anna Bryant
Marketing Specialist
Linda Christine
Office Administrator
Mary Alex Edmiston
Marketing and Communications Coordinator
Dawson Fielding
Relationship Manager
Lyric Martin, CFP®
Financial Planner
Bridget McDermott, CFP®
Financial Planner
Lyle Mutter
Relationship Manager
Martha Newsom, CPA
Chief Financial Officer
Karen Nix
Executive Administrator
Molly Peecher
Relationship Manager
Greg Prince
Relationship Manager
Account Access