Team Category: Advisory

Laura W. Wellon, CEPA®, PMP®

Senior VP – Wealth Management, Senior Portfolio Manager, UBS Financial Services
Email
laura.wellon@ubs.com

Education: The University of Georgia, Psychology

Career Start: UBS (2001)

Years of Experience: 20 years 

Wealth management, financial advisory, portfolio management, and exit planning advisory. 

Awards:
Forbes Top Women Wealth Advisors (2016 – 2021)
Forbes Best-In-State Wealth Advisors (2019, 2020, 2021)
Working Mother Magazine’s Top Wealth Advisor Moms (2017 – 2020)
Barron’s Top 100 Women Financial Advisors (2015)

Natasha B. Rice

President & CEO, Chattahoochee Nature Center
Email
n.rice@chattnaturecenter.org

Education: Rutgers College – BA, Georgetown University MBA

Career Start: Started in the non-profit industry at the Boys & Girls Clubs of Metro Atlanta

Years of Experience: 20+

Natasha has had experience as a management consultant, commercial banker, and volunteer to environmental nonprofits, along with running facilities, operations, human resources, and information technology divisions throughout her career.

Julia McConnell

Chief Accounting Officer, Westrock

Celena Matlock

Senior Vice President, Internal Audit, Aerion Supersonic

Ali Maher

Head of Kabbage Checking & Payments, American Express
Email
ali.maher@aexp.com
Website

Education: Florida State University – Management Information Systems

Career Start: Strategic Consulting

Years of Experience: 20 years

Expert in defining and driving the strategic vision in the Deposits and Payments financial services industry.

Kathie B. Gottlieb, CPA

Tax Partner, Carr Riggs & Ingram, LLC
Email
kgottlieb@cricpa.com

Education: University of Delaware, Bachelor of Arts

Career Start: January, 1986 as an accountant

Years of Experience: 35 years

Individual and corporate taxation-consultation and compliance; general business advisory services.

Kristin Lamb

Trustee Emeritus, Atlanta Realtors Foundation

Shannon Hassler

Consultant, Advancing Women and Inclusion

Susan Grubb

Senior Vice President, Finance, Citizens M&A Advisory
Email
Susan.Grubb@citizensbank.com

Education: B.S. Accounting –  University of Alabama; MAcc – University of Alabama

Career Start: August 2000 – PricewaterhouseCoopers – Atlanta GA

Years of Experience: 21 years of experience in Accounting / Finance

Financial planning and analysis, budgets and forecasts.

Allison Christopher

Vice President, Colliers
Email
allison.christopher@colliers.com

Education: University of Georgia, Terry College of Business, B.A. in Marketing

Career Start: Cousins Properties as a Retail Intern

Years of Experience: 13

Expert in marketing strategy, communications and building client relationships.

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