We are an advisor-focused, service-centric group that strives to create a consistent, repeatable and expected experience for advisors and their clients.
Alex Robinette, CFP, CIMA
Alex Robinette, CFP, CIMA
Managing Director, DistributionAlex Robinette joined Tandem in 2023. His duties include advisor relations and education for new and existing Tandem partners. After starting his career at Edward Jones as a Financial Advisor in 2016, Alex joined Raymond James in 2017 where he worked on a Financial Planning team and as a Senior Asset Management Consultant. Alex is a CERTIFIED FINANCIAL PLANNER™(CFP®) and a Certified Investment Management Analyst® (CIMA®). He 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. Alex is a graduate of The Pennsylvania State University, earning a Bachelor of Arts in Business Communications with a Minor in Theatre.
Allison Cianci
Allison Cianci
Managing Director, Client ServicesAllison Cianci joined Tandem in 2016. She oversees Tandem’s operations and administrative functions. Allison is a mom of two young children. When she is not in the office she enjoys spending time biking, rowing, and baking. Allison graduated from Johnson & Wales University with an associates in Food & Beverage Management.
Ariel Davis
Ariel Davis
Managing Director, CommunicationsAriel Davis joined Tandem in 2022. Her duties include advisor relations and supporting our communication and marketing efforts for our financial advisor partners. Ariel also co-leads the management of Tandem’s communications internship program. Prior to joining Tandem, Ariel began her career with Raymond James, where she participated in the firm’s rotational development program and later worked in Investor Relations and FP&A. Ariel graduated from the College of Charleston Honors College with a Bachelor of Science in Finance and a minor in History, and currently serves on the Advisory Board for the College of Charleston School of Business Investment Program.
Benjamin “Ben” Carew, CFA
Benjamin “Ben” Carew, CFA
Co-Chief Investment OfficerBen Carew joined Tandem in 2013. He manages Tandem’s trading desk, overseeing day-to-day investment operations, including trading, quantitative and fundamental research, and portfolio management. Ben also oversees Tandem’s equity research internship program. He is a regular member of the CFA Institute and the CFA Society South Carolina. Ben 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. He also sits on the Young Alumni Council at the College of Charleston, created to help strengthen the school’s engagement between alumni and current students. Ben earned a Bachelor of Arts in Economics with a minor in Finance from the College of Charleston’s School of Business.
William “Billy” Little, Jr., CFA
William “Billy” Little, Jr., CFA
Co-Chief Investment Officer & Chief Financial OfficerBilly Little joined Tandem in 2006. He has been instrumental in the development of Tandem’s quantitative discipline—spearheading initiatives to systematize Tandem’s investment-related processes. As Co-Chief Investment Officer, Billy directs Tandem’s quantitative and fundamental research, and portfolio management. Billy also plays a crucial role in ensuring Tandem’s financial health and stability are maintained in his role as Chief Financial Officer, overseeing strategic decision-making and long-term financial planning. Billy began his career in the investment industry in 2004 as a Financial Advisor with Ameriprise Financial in Baltimore, Maryland. He is a regular member of the CFA Institute and past President of the CFA Society South Carolina. Billy graduated from the College of Charleston with a Bachelor of Arts in Business Administration with a concentration in Finance.
Brett Ballenger
Brett Ballenger
Associate, InvestmentsBrett Ballenger joined Tandem in 2023. His duties include the day-to-day support of Tandem’s investment operations. In his spare time, Brett enjoys spending time with his wife and two sons, and volunteers as a Little League baseball coach. Brett graduated from Hunter College with a Bachelor of Arts in English.
Charlotte Woodham
Charlotte Woodham
Associate, CommunicationsCharlotte Woodham joined Tandem in 2025. Her duties include advisor relations and supporting our communication and marketing efforts for our financial advisor partners. Prior to joining Tandem, Charlotte worked at a financial technology firm, where she collaborated closely with wealth management professionals. Charlotte graduated from Elon University with a Bachelor of Arts in Political Science and Policy Studies.
Elaine Natoli
Elaine Natoli
Chief Communications OfficerElaine Natoli joined Tandem in 2016. Elaine oversees Tandem’s marketing and communication efforts for our partners across the United States. She also co-leads the management of Tandem’s communications internship program. Elaine is a Board Member for the American Lung Association. She is also an ongoing member and the current Cabinet Chair of the LUNG FORCE initiative in Charleston, SC. She 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.
Jeremy Cox
Jeremy Cox
Chief Distribution OfficerJeremy Cox joined Tandem in 2024 in order to expand the reach of Tandem’s relatable, common-sense approach to investing to more firms, advisors and clients. Jeremy spent the previous 22 years at Truist and its predecessor companies, BB&T and Scott & Stringfellow, where he held various leadership and product management positions. When Jeremy is not in the office, he enjoys exercising and spending time with his wife, Shannon, and their children. Jeremy earned a Bachelor of Science in Business Education and a Master of Business Administration from Virginia Tech.
John B. Carew
John B. Carew
Founder & Chief Executive OfficerJohn Carew founded Tandem in 1990, after beginning his career in 1985 with Thomson McKinnon Securities, Inc. During his tenure, Tandem’s investment team has been nationally recognized numerous times by leading manager databases. John is a frequent guest speaker on topics including risk, low volatility, investment discipline, equity investing, and general market history and overview. John is a graduate of the University of Virginia with a Bachelor of Arts in Economics.
Jordan Watson, CFA, CMT
Jordan Watson, CFA, CMT
Managing Director, InvestmentsJordan Watson joined Tandem in 2019. His duties include portfolio management, conducting quantitative and fundamental research, and assisting with Tandem’s day-to-day investment operations. In addition, Jordan assists in overseeing Tandem’s equity research internship program. He currently serves on the Advisory Board for the College of Charleston’s School of Business Investment Program. Jordan is a regular member of the CFA Institute and the CFA Society South Carolina. Jordan graduated from the College of Charleston with a Bachelor of Science in Finance with a minor in Real Estate.
Mackenzie Ferrell
Mackenzie Ferrell
Associate, CommunicationsMackenzie Ferrell joined Tandem in 2025. Her duties include advisor relations and supporting our communication and marketing efforts for our financial advisor partners. Before joining Tandem, she worked at Corten Real Estate Partners as an Administrative Associate. Mackenzie graduated from the University of South Carolina with a Bachelor of Arts in Public Health and a minor in Business Administration.
Natalia Mattar
Natalia Mattar
Associate, InvestmentsNatalia Mattar joined the Tandem Team in 2023. Her duties include assisting with trading and conducting quantitative and fundamental research. In addition, Natalia assists in overseeing the day-to-day of Tandem’s equity research internship program. Originally from Fredon, NJ, Natalia enjoys taking her dog, Calie, to Sullivan’s Island, sailing, running, and staying active. She graduated from the College of Charleston with a Bachelor of Science in Finance and a minor in Economics in May 2024.
Nicole “Nicki” Hoffman
Nicole “Nicki” Hoffman
Chief Compliance OfficerNicki Hoffman joined Tandem in 2023. She currently oversees Tandem’s compliance program and regulatory matters. Nicki 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 she is not in the office she enjoys exercising, traveling, and spending time with her husband and two boys. Nicki earned a Bachelor of Science in Education from West Chester University.
Sam Edwards
Sam Edwards
Associate, DistributionSam Edwards joined Tandem in 2024. His duties include advisor relations and supporting our communication and marketing efforts for our financial advisor partners. Prior to working at Tandem, he worked at a wealth management firm in Mobile, AL as an associate and advisor. Sam graduated from The University of Alabama with a Bachelor of Science in Commerce and Business Administration and a specialization in Investment Management.
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