Mr. Rollins is charged with managing the strategic relationship effort of the firm. In this capacity he works directly with the home office executives of our distribution partners to ensure proper support and strategic alignment. Mr. Rollins joined Horizon in 2010 and brings three decades of financial service experience to his role.

Mr. Rollins is a graduate of Appalachian State University.

Sarah Weese provides world-class strategic relationship management to Horizon’s distribution relationships with national and regional broker/dealer organizations across the United States. She demonstrates effectiveness in all aspects of the partnership ensuring delivery of Horizon’s knowledge capital and goals based investment strategies through the network of financial advisors affiliated with these firms.

Prior to joining Horizon Investments in 2017, Ms. Weese was a National Account Executive at Russell Investments for 7 years. She spent a total of 18 years in multiple roles in sales, business development and product development at Russell. For 5 years before joining Russell Sarah worked for Fidelity Investments as a manager of client services supporting sales and marketing for the Fidelity Advisor Funds.

Ms. Weese is a graduate of the University of New Hampshire with a Bachelor of Arts in Political Science. She also holds the Accredited Investment Fiduciary designation and FINRA Series licenses.

Mr. Fitch joined Horizon Investments in January 2011. Serving as the senior portfolio analyst for the Horizon One Consulting team, he oversees a team within the Investment Management division focused on asset allocation, security selection, and portfolio construction for customized client solutions. In addition to helping these clients manage a goals-based investment process, he provides fund research and manager due diligence to the Investment Management division at Horizon.

Prior to this role, Mr. Fitch was a research analyst at Horizon providing fundamental research to the Investment Management division in addition to supporting the firm in its trading operations and performance measurement functions. He has also worked on Horizon’s retirement platform offerings and supported the firm’s product development initiatives. Mr. Fitch holds an MBA with a concentration in Finance from the University of Tennessee and a BS in Mathematics and a BA in Finance from Wofford College.

Mr. Fitch is also a CFA® charterholder.

Mr. Smith is part of the Consulting team at Horizon Investments focusing on Fixed Income and Options strategies.

Prior to joining Horizon Investments in 2017, Mr. Smith was a portfolio manager for NBT Bank, managing assets on behalf of private wealth as well as institutional clients from 2013-2017.

Mr. Smith holds an MBA and a BS in Management with a concentration in Finance from Binghamton University. He is also a CFA® charterholder.

Mr. Bryant is a member of the consulting team at Horizon Investments, focusing on asset allocation, security selection, and portfolio construction for customized client solutions.

Prior to joining Horizon Investments, Mr. Bryant served as Client Relationship Consultant with TIAA in their Individual Advisory Services group. He managed relationships with high net worth and mass affluent clients, focusing on building books of businesses for the Wealth Management Advisors he supported.

Mr. Bryant holds a BS in Finance from Wake Forest University and holds FINRA Series 7 and 66 registrations. Mr. Bryant is also a CFA® Charterholder.

Mr. Bartholomew is responsible for the firm’s Consulting efforts. In this capacity he works directly with investment advisors to help support their efforts in growing their practice. With his comprehensive view of advisory business, he can offer expert insights and actionable strategies to our advisor clients through a comprehensive suite of education, training and consulting solutions.

Prior to Horizon, Mr. Bartholomew was a regional account executive at Renaissance World Wide, Inc., a national consulting firm.

Mr. Bartholomew received a BA from North Carolina at Greensboro and a MS from Appalachian State University.