Family Office
Lydian adds Atlanta-based director
Ex-Synovus veteran Calhoun joins multi-family office.
Multi-family office Lydian Wealth Management has hired Scott
Calhoun as a regional director for its Atlanta office. Calhoun
will work with regional director William DeButts as an advisor to
high-worth families in the area.
“Adding an individual of Scott’s industry expertise and clear regional presence is a wonderful opportunity for the Atlanta office,” says DeButts. “Scott’s proven success in working with and addressing the needs of his clientele is outstanding.”
Advocates
Prior to joining Lydian, Calhoun was director of financial
strategies at Synovus Family Asset Management, an Columbus,
Ga.-based multi-family office with about $4 billion in assets
under advisory. He also worked at Coopers & Lybrand (now part of
Price Waterhouse Coopers )and KPMG.
Calhoun first came across Lydian when he was at Synovus. “We
considered Lydian to be a leader in providing independent and
objective derivative consulting services to concentrated
shareholders,” he says. “After we selected Lydian for derivative
consulting, I became aware of the broader wealth-management
services offered by the firm.” The main attraction of Lydian,
says Calhoun, is its commitment to delivering “cutting-edge” and
“conflict-free” solutions to its clients. “The professionals at
Lydian strive to be proactive advocates for their clients by
delivering wealth-management strategies that truly integrate a
client’s investment needs with their other financial and
non-financial objectives.”
In addition to Atlanta and its headquarters in Rockville, Md.,
Lydian has offices in New York, Philadelphia, Seattle, Atlanta
and Palm Beach, Fla. – home to its parent Lydian Trust. It also
owns Portland, Ore.-based Windermere Investment Associates. The
firm has about $7 billion in assets under advisory; $11 billion
if you include client assets associated with Windermere. –FWR
.