Our Team

Partners

Kenneth H. Polk, CPA, CFP®

Ken is a Partner and the Founder of Arlington Family Offices^SM. He attended David Lipscomb University in Nashville, Tennessee where he received his degree in accounting and finance. Ken began his career as a tax consultant with Deloitte.  He is a Certified Public Accountant and a Certified Financial Planner^TM and also serves as Chief Compliance Officer for Arlington Partners®. 

Rhett C. Bennett, CFA

Rhett is a Partner of Arlington Family Offices^SM. He graduated from Brown University with a double major in Business Economics and History. Rhett also completed additional economic coursework at the University of New South Wales in Sydney, Australia. He began his career as an investment analyst for an institutional investment consultant.  Rhett has earned his Chartered Financial Analyst (CFA) designation.

Greg P. Logan, CPA

Greg is a Partner of Arlington Family Offices^SM.  He earned a degree in accounting and business administration from Birmingham-Southern College.  Greg began his career in 1984 with Arthur Young & Company (now Ernst & Young), in the tax department of their Birmingham office.  He also spent several years in the tax department of Coopers & Lybrand (now PricewaterhouseCoopers).  Prior to joining Arlington, Greg worked the past 11 years as a tax partner with Sellers, Richardson, Watson, Haley & Logan LLP.

  Senior Management 

Emily Vanlandingham

Emily is the Chief Operating Officer of Arlington Family Offices^SM.  She holds her undergraduate degrees in Management Science, Mathematics and Psychology from Southern Methodist University where she graduated Summa Cum Laude and her MBA from the Stanford Graduate School of Business.  Emily's prior experience includes four years with The Boston Consulting Group where she was most recently head of internal operations for the firm's Atlanta and Miami offices. She also served five years as a Director and Manager at CarMax, Inc.

William A. Levant, III, CFA

Bill is the Chief Investment Officer for Arlington Partners®. He received his undergraduate degree in Finance from the University of Colorado and his MBA from Indiana University, Kelley School of Business.  Bill has over seventeen years of traditional and alternative investment management experience including the prior five years as Chief Investment Officer for McDonald Investment Company, a single family office. Prior experience includes over six years in NY with Hanson PLC in its Mergers & Acquisitions Group where he managed over two-dozen transactions in excess of $2 billion.  Prior to Hanson, Bill was employed for over four years as a Corporate Finance professional for Price Waterhouse in Los Angeles.  He is a Chartered Financial Analyst (CFA), a member of the Investment Committee for the United Way of Central Alabama and a member of the Investment Committee for McDonald Investments.

Ann Damon Haas

Ann is a Relationship Manager for Arlington Partners®.  She holds her undergraduate degree in accounting from The University of Alabama and her MBA from Harvard University.  Prior to joining Arlington, Ann worked 13 years as Vice President and Investment Counselor at T. Leavell & Associates, Inc. and seven years as Investment Officer at Brasfield & Gorrie, LLC.

Mark J. Brown

Mark is the Chief Investment Strategist for Arlington Partners®. He is a graduate of Florida State University where he received his degree in Finance. Mark has over twenty-five years of Investment Management experience including the last nine years with Synovus Financial as President of their Investment Advisory group managing seven billion dollars for Family Offices, Endowments and Charitable Institutions. 

Peter E. Barber, JD, CFP®

Peter is the Director of Financial Services for Arlington Partners®.   He received his Bachelor of Science Degree in Mechanical Engineering, MBA and Law degrees from the University of Alabama. Peter focuses on comprehensive financial planning for families and businesses, using sophisticated estate planning and corporate succession planning strategies. He also has significant private company merger and acquisition experience and extensive experience advising real estate investors in structuring investment sales opportunities for maximum liability protection and income tax efficiency. Peter's prior experience includes several years as a Senior Wealth Planning Strategist and Senior Vice President for the Wachovia Financial Planning Group Mid-South Practice.  Prior to joining Wachovia, Peter practiced law for twelve years, specializing in corporate law, business succession planning and estate planning. 

Advisory Board

James E. Hughes, Jr.

Jay is a retired counselor of law in New York City. He is the author of the book Family Wealth: Keeping It in the Family, as well as numerous articles on family governance and wealth preservation. Jay was the founder of the New York City firm Hughes and Whitaker, where he focused on the representation of private clients throughout the world. He frequently facilitates multi-generational family meetings with an emphasis on mission statements and governance issues. He is the fifth generation of his family to be called to the legal profession. Jay was educated at the Far Brook School and later graduated from the Pingry School, Princeton University and the Columbia University School of Law. He now resides in Aspen, Colorado.

Peter A. Evans

Peter is presently a Speaker, Consultant, and Financial Advisor on various issues concerning Building Business Success and Family Unity. He is also CO-founder and Executive Producer of independent films.  Peter was the President of Laird Norton Company LLC from 2000-2004 and prior to that the Director.  Laird Norton is a 150-year-old seventh-generation family enterprise with holdings in the retail lumber, financial services and hospitality industries-consolidated sales exceed $2.5 billion.

Peter was primarily responsible for the stewardship of the family's long-standing values and traditions and the family's intellectual, human, and social assets.  Peter created a successful charter boat company, Evans Maritime Company, in 1994 and is the President as well.

Peter is a Trustee of the Explorer West Middle School, Chairman of the Facilities Committee, and Chapter Board member for the Pacific Northwest Young President's Organization (YPO). Peter holds a Master of Science and Business Management from Antioch University and a Bachelor of Arts in Physical Anthropology from Western Washington University.  He also completed the Family Business Governance Program from the Kellogg School of Management.

Ellen Perry

Ellen is the founder and Managing Partner of Wealthbridge Partners, LLC. She has 20 years of experience serving as a strategic advisor for families of substantial wealth, and has developed expertise on practices that substantively enhance the life of a family and its individual members. Before founding Wealthbridge Partners, Ms. Perry was the co-founder and CEO of Asset Management Advisors (now GenSpring Family Offices), a multi-client family office, and Teton Trust Company, its affiliated private trust company.  She is a frequent speaker, author and advisor on family wealth strategies that develop and sustain families throughout multiple generations.