TRIANGLE SECURITIES WEALTH MANAGEMENT, INC of RALEIGH, NC is an SEC-registered investment adviser (CRD 148156). Regulatory assets under management: $1.3B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Paul Deleon Reynolds | CEO, MANAGING MEMBER; SENIOR RELATIONSHIP MANAGER | — |
| Cathy Lynn Thomas | MANAGING DIRECTOR; MEMBER | — |
| Kathleen Wise Burkett | MANAGING DIRECTOR | — |
| Scott William Loyek | MANAGING DIRECTOR | — |
| Deborah Lynn Kaufman | MANAGING DIRECTOR | — |
| Paul Deleon Reynolds Iv | RELATIONSHIP MANAGER | — |
| Mary-Margaret Reynolds Hutchens | SENIOR CLIENT RELATIONSHIP SPECIALIST; SENIOR CLIENT SERVICE MANAGER | — |
| Joseph Lee Parker | SR. RELATIONSHIP MANAGER | — |
| Jessica Rosenfeld Sherburne | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | — |
| PARKER CHARLES LEE | SR. RELATIONSHIP MANAGER | — |
| THOMAS CATHY LYNN | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| HAKEREM MICHAEL DAVID | MANAGING DIRECTOR | — |
| REYNOLDS PAUL DELEON | CEO; CEO, MANAGING MEMBER; RELATIONSHIP MANAGER | — |
| BURKETT KATHLEEN WISE | MANAGING DIRECTOR | — |
| LOYEK SCOTT WILLIAM | MANAGING DIRECTOR | — |
| KAUFMAN DEBORAH LYNN | MANAGING DIRECTOR | — |
| Reynolds Mary Margaret Miller | SENIOR CLIENT RELATIONSHIP SPECIALIST | — |
| HUTCHENS MARY-MARGARET REYNOLDS | SENIOR CLIENT RELATIONSHIP SPECIALIST | — |
| Lynn Lasater Reynolds | TRUSTEE - PAUL D. REYNOLDS III 2025 IRREVOCABLE TRUST DATED DECEMBER 11, 2025 | — |