Cheetah News
For Michael Dixon, the connections he makes at the Hunt are a big part of what keeps him coming back. As Director of Organizational Development
For Justin Hotchkiss, a conversation at the Hunt can be the beginning of a stronger client relationship. Meeting face to face gives him time to
As a Wealth Management Consultant at Cheetah, Jerry Gillespie helps clients get more from the software they use every day. His work requires a broad
A transfer of wealth is a transfer of responsibility. As assets move from one generation to the next, trust professionals must interpret complex documents, coordinate
A client calls with a question about a distribution. Markets have shifted, an upcoming obligation needs to be considered, and several members of the team
Growth can expose every weak point in an operation. A process that worked well for 500 accounts may become difficult to manage at 1,000. A
Opening a new trust account is never a single-step process. Information must be collected. Documents need to be prepared and reviewed. Internal approvals may involve
For nearly 25 years, Craig Bushong has helped shape the technology behind Cheetah. As Senior Product Manager and Team Lead, Platform, he oversees a wide
For RIAs, growth has always depended on trust. Clients want steady guidance, thoughtful planning, and confidence that the people managing their wealth understand the full