Meet Our Team

The Tandem team is an advisor-focused, service-centric group that works to create a consistent, repeatable and expected experience for advisors and their clients.

Meet Our Team

Alex Robinette

Alex Robinette

Senior Relationship Manager

Allison Cianci

Allison Cianci

Director of Client Services

Annie Klopstock

Annie Klopstock

Investment Management Associate

Ariel Davis

Ariel Davis

Investment Management Associate

Ben Carew, CFA

Ben Carew, CFA

Vice President

Billy Little, Jr., CFA

Billy Little, Jr., CFA

Senior Vice President

Brett Ballenger

Brett Ballenger

Investment Operations Associate

Elaine Natoli

Elaine Natoli

Vice President

John B. Carew

John B. Carew

President & Founder

Jordan Watson, CFA

Jordan Watson, CFA

Associate Portfolio Manager

Nicki Hoffman

Nicki Hoffman

Chief Compliance Officer

Paisley Lewis

Paisley Lewis

Investment Management Associate

Alex Robinette

Senior Relationship Manager

Alex Robinette is a Senior Relationship Manager for Tandem Investment Advisors, Inc. After starting his career at Edward Jones as a Financial Advisor in 2016, he joined Raymond James in 2017 where he worked on a Financial Planning team and as a Senior Asset Management Consultant until 2023, when Mr. Robinette joined Tandem. His duties include advisor relations and education for new and existing Tandem partners. Mr. Robinette is a CERTIFIED FINANCIAL PLANNER™(CFP®) and a Certified Investment Management Analyst® (CIMA®). Mr. Robinette is currently a member of Toastmasters International, a nonprofit educational organization that operates clubs worldwide for the purpose of promoting communication, public speaking, and leadership. Mr. Robinette is a graduate of The Pennsylvania State University, earning a Bachelor of Arts in Business Communications with a Minor in Theatre.

Allison Cianci

Director of Client Services

Allison Cianci is the Director of Client Services for Tandem Investment Advisors, Inc. Ms. Cianci joined Tandem in 2016. She oversees Tandem’s operations and administrative functions. Ms. Cianci is a mom of two young children. When Ms. Cianci is not in the office she enjoys spending time biking, rowing, and baking. Ms. Cianci graduated from Johnson & Wales University with an associates in Food & Beverage Management.

Annie Klopstock

Investment Management Associate

Annie Klopstock is an Investment Management Associate for Tandem Investment Advisors, Inc. Ms. Klopstock joined Tandem in 2021. Her duties include conducting quantitative and fundamental research. Before joining Tandem, Ms. Klopstock completed an internship for Stanford Health and consulted for UCSF Department of Abdominal Transplantation. Her work focused on analyzing cost structures. Ms. Klopstock earned a Bachelor of Arts in Quantitative Analysis Economics with a minor in Statistics from San Diego State University.

Ariel Davis

Investment Management Associate

Ariel Davis is an Investment Management Associate for Tandem Investment Advisors, Inc. Ms. Davis joined Tandem in 2022. Her duties include quantitative and fundamental research and advisor relations. Prior to joining Tandem, Ms. Davis began her career with Raymond James Financial, where she participated in a rotational program before working in Investor Relations. Ms. Davis graduated from the College of Charleston Honors College with a Bachelor of Science in Finance with a minor in History.

Ben Carew, CFA

Vice President | Portfolio Manager

Ben Carew is a shareholder, Vice President, and Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Carew joined Tandem in 2013. Mr. Carew manages Tandem’s trading desk, overseeing day-to-day investment operations, including trading, quantitative and fundamental research, and portfolio management. Mr. Carew also oversees Tandem’s internship program. Mr. Carew is a regular member of the CFA Institute and the CFA Society South Carolina. Mr. Carew currently serves as the Vice Chair for College of Charleston’s School of Business Investment Program, a student program seeking to provide the opportunity for a select group of students to distinguish themselves academically, professionally, and personally. Mr. Carew is a graduate of the College of Charleston’s School of Business, earning a Bachelor of Arts in Economics with a minor in Finance.

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William “Billy” Little, Jr., CFA

Senior Vice President | Portfolio Manager

Billy Little is a shareholder, Senior Vice President, and Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Little began his career in the investment industry in 2004, as a Financial Advisor with Ameriprise Financial in Baltimore, Maryland. Mr. Little joined Tandem in 2006. Mr. Little oversees Tandem’s corporate financials, including business planning, budgeting, and vendor negotiations. Mr. Little also directs Tandem’s quantitative and fundamental research. He is a regular member of the CFA Institute and past President of the CFA Society South Carolina. Mr. Little graduated from the College of Charleston with a Bachelor of Arts in Business Administration with a concentration in Finance.

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Brett Ballenger

Investment Operations Associate

Brett Ballenger is an Investment Operations Associate for Tandem Investment Advisors, Inc. Mr. Ballenger joined Tandem in 2023. His duties include a variety of operational and administrative support functions. When he is not in the office, Mr. Ballenger enjoys coaching and watching his two boys play baseball. He is also an avid reader of Southern literature, history, and economics. Mr. Ballenger graduated from Hunter College with a Bachelor of Arts in English.

Elaine Natoli

Vice President | Director of Communications

Elaine Natoli is a Vice President and the Director of Communications for Tandem Investment Advisors, Inc. Ms. Natoli joined Tandem in 2016. Ms. Natoli oversees Tandem’s marketing and communication efforts for our partners across the United States. Ms. Natoli also manages Tandem’s operations. Ms. Natoli is a past Cabinet Chair of the American Lung Association and is an ongoing member of the Lung Force Cabinet in Charleston, South Carolina. Ms. Natoli is a graduate of the College of Charleston’s School of Arts, earning a Bachelor of Arts in Arts Management with a Minor in Hospitality and Tourism Management.

John B. Carew

President | Founder

John Carew is a shareholder, President, and Portfolio Manager for Tandem Investment Advisors, Inc. After beginning his career in 1985 with Thomson McKinnon Securities, Inc., Mr. Carew founded Tandem in 1990. Under Mr. Carew’s guidance, Tandem’s investment team has been nationally recognized numerous times by leading manager databases for performance and lower volatility. Mr. Carew is a frequent guest speaker on topics including dividend growth strategies, low volatility equity investing, and general market history and overview. Mr. Carew is a past National Board Member and Regional Board Chair for Recording for the Blind & Dyslexic (now Learning Ally), a non-profit organization dedicated to providing access to the written word. Mr. Carew is a graduate of the University of Virginia with a Bachelor of Arts in Economics.

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Jordan Watson, CFA

Associate Portfolio Manager

Jordan Watson is an Associate Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Watson joined Tandem in 2019. His duties include conducting quantitative and fundamental research, as well as portfolio management. In addition, Mr. Watson assists in overseeing Tandem’s internship program. Mr. Watson is a regular member of the CFA Institute and the CFA Society South Carolina. Mr. Watson is a graduate of the College of Charleston’s School of Business, earning a Bachelor of Science in Finance with a minor in Real Estate.

 

Nicki Hoffman

Chief Compliance Officer

Nicki Hoffman is the Chief Compliance Officer for Tandem Investment Advisors, Inc. Ms. Hoffman joined Tandem in 2023 where she currently oversees Tandem’s compliance program and regulatory matters. Ms. Hoffman spent the previous 21 years at an Investment Advisory and Broker Dealer Firm where she worked as a Sales Assistant, Trader, Limited Partnership Coordinator, Executive Assistant, and for the past 15 years, Senior Compliance Officer. When Nicki is not in the office she enjoys exercising, traveling, and spending time with her husband and two boys. Ms. Hoffman earned a Bachelor of Science in Education from West Chester University.

Paisley Lewis

Investment Management Associate

Paisley Lewis is an Investment Management Associate for Tandem Investment Advisors, Inc. Ms. Lewis
joined Tandem in 2023. Her duties include fundamental and quantitative research in addition to
investment operations. Ms. Lewis previously had a leadership position in the College of Charleston’s
School of Business Investment Program, an organization focused on developing skills in analytical asset
valuation and portfolio management. When she is not in the office, Paisley enjoys spending time painting
and selling her abstract artwork in Charleston, through her art business, Paisley Art & Design. Ms. Lewis
graduated from the College of Charleston with a B.S. in Finance and a Minor in Business Administration.

Careers

Interested in joining our team? Visit our Careers page to learn more about how to apply.

Internships

Learn more about our internship program for college seniors with appropriate prerequisites.

FAQ

Check our frequently asked questions library to learn more about Tandem Investment Advisors, Inc.