Our Team

Edward P. Schmitzer, CPA/PFS, CFP®
President
eschmitzer@sdnllp.com
Ed is the founder and the President of River Capital Advisors, L.C. (RCA). Ed coordinates and leads our team of financial experts and manages client relationships. He provides investment advice and heads numerous technical areas of investment management, financial planning, tax, trust and estate planning. In addition to his role as the President of RCA, he is a practicing partner of Smoak, Davis & Nixon LLP, a Jacksonville based Certified Public Accounting firm affiliated with RCA. This combination gives Ed the flexibility and resources to provide comprehensive wealth management solutions to his clients. Ed is a Certified Financial Planner practitioner, a Florida licensed CPA, and a Personal Financial Specialist through the American Institute of Certified Public Accountants (AICPA). Ed has been providing investment advisory services as a Registered Investment Advisor since 1998 and has been providing financial planning and tax advice to individuals, business owners, businesses, foundations, trusts and estates for 20+ years. Ed earned a BS in accounting from Fairleigh Dickinson University.

Bernard (Bernie) Lanigan, Jr., CPA
Partner
blanigan@assetadvisor.com
In addition to his role at RCA, Bernie is Chairman, Chief Investment Officer and co-founder of Southeast Asset Advisors, Inc. (a SEC registered investment advisory firm). Bernie is also a partner and founder of Lanigan & Associates, P.C., Certified Public Accountants. He is a graduate of Furman University and continued his education with further course study at Duke University and New York University. Bernie is licensed as a CPA in Georgia, Florida and Alabama. In addition, Bernie was one of the first CPA's to become a Registered Investment Advisor in 1977 and is a pioneer in the area of total wealth management for high net worth individuals. He is a member of the board of directors of Ruby Tuesday (NYSE).

C. Bradford Jackson, CFA, CPA
Partner
cbjackson@assetadvisor.com
In addition to his role at RCA, Brad is the President and co-founder of Southeast Asset Advisors, Inc. (a SEC registered investment advisory firm) and practicing partner at Lanigan & Associates, P.C., Certified Public Accountants. Brad is responsible for portfolio management and asset allocation policy, and specializes in valuation services, income tax and estate planning. He received his MBA from the London School of Economics, has a BA degree in Economics from the University of Virginia and received a BA with Honors in Business Studies from the London School of Economics. Brad has additional course study at Florida State University and New York University. In addition to his Charted Financial Analyst designation, Brad is a licensed CPA in Georgia, Florida and Alabama.

Mark C. Saussy, CPA, CFP®, CIMA®
Partner
msaussy@assetadvisor.com
In addition to his role at RCA, Mark is a Vice President of Southeast Asset Advisors, Inc. His primary responsibilities include portfolio management, investment manager research and related due diligence, security analysis, client service, marketing and communication. Mark is a Certified Financial Planner practitioner and licensed CPA and received a BBA from the University of Georgia. Immediately prior to joining RCA and Southeast Asset Advisors, Inc., he was vice president of corporate development for a NYSE Company. He began his career at Price Waterhouse Coopers.

Adam H. Wolf, CPA/PFS, CFP®
Senior Planner
awolf@sdnllp.com
Adam is responsible for providing assistance to the partners in the areas of investment advisory, financial & tax planning, client service, and marketing. His responsibilities also include investment management research, portfolio asset allocation strategy, and implementation of client investment and financial plans. Adam is a Certified Financial Planner practitioner, a licensed CPA, and a Personal Financial Specialist through the American Institute of Certified Public Accountants. Adam received a BS degree in finance with a second major in accounting from Virginia Tech and is the President of the Virginia Tech Alumni Association Jacksonville chapter.

Richard Roundtree
Director of Portfolio Accounting and Trading
rrountree@assetadvisor.com
Richard is responsible managing the portfolio accounting and trading software. His other responsibilities include assisting the partners in monitoring the performance of our current investment managers, researching and evaluating potential new managers and individual stocks. 

Sally Jackson
Research Analyst
sjackson@assetadvisor.com
Sally is responsible in assisting the partners in monitoring the performance of our current investment managers, researching and evaluating potential new managers. He also assists the partners and with individual stock research.

Stuart Jackson
Junior Analyst
sjackson@assetadvisor.com
Stuart is responsible in assisting the partners and investment committee in monitoring the performance of our current investment managers, researching and evaluating potential new managers. He also assists the partners and investment committee with individual stock research.

Dana Raybon
Director of Operations
draybon@assetadvisor.com
As director of operations for RCA, Dana acts as a liaison between RCA and Schwab Institutional. She is responsible for the maintenance of client accounts as well as the portfolio management software database including the daily download. Dana is responsible for RCA’s mutual fund, bond and equity trading on a daily basis.

Lei Knox
Operations Manager
lknox@sdnllp.com
Lei is responsible for various operational tasks, such as opening accounts and monitoring transfers. She is also responsible for assisting the team with fund transfers, wires and issuing checks.