Chief Investment Officer
As the President of Duncan McHugh Investments and Chief Investment Officer of its asset management division, WealthTrust Asset Management, Mr. McHugh manages investment portfolios on a discretionary basis for the clients of Advisors who are seeking professional portfolio management services.
A trained CPA, John manages assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 18 years in private portfolio management, he utilizes his extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance. His management of these portfolios, and in particular his selection of equities for these portfolios, has offered his investors a disciplined approach to investing with proven results. (See Full Bio)
(O) 850.460.8440 | 314.504.4379 (C)
As a Managing Director of Duncan McHugh Investments, Bo Rutledge works with a select group of high net worth families and individuals along the Emerald Coast and throughout the Southeast. With more than thirty years of experience in helping investors, and twenty years in management, Bo realizes the importance of understanding clients’ investment goals and objectives when constructing portfolios. He focuses on constructing diversified portfolios of large-cap, dividend yielding equities to meet the long-term growth objectives of his clients. Bo has acted as a District Manager with Equitable Life, a Branch Manager with both Wells Fargo Advisors and Morgan Keegan & Company, as well as a Director for UBS Financial Services. He holds the Series 7, 65, 66, 9 and 10 securities licenses.
Bo attended Centenary College in Shreveport, Louisiana studying business and playing on the school’s elite golf team. He has been involved in many local charities serving on the board of the Sacred Heart Charity Golf Tournament, past President of South Walton Little League, and served on the board of Walton County Recreation. Bo resides in Sandestin, Florida with his wife Helen and his three children. As a Louisiana native, Bo enjoys cheering on his LSU Tigers on Saturday nights and playing golf whenever the opportunity arises.
(O) 850.460.8444 | 850.543.7120 (C)
Director of Operations
Not many investment firms have the pleasure of having a former pharmacist working with them, but our Randy Berger is just that. The qualities that made Randy a successful pharmacist also bring him success in the investment industry. His quick mind and attention to detail help him process a multitude of daily requests efficiently and with great accuracy. A 33rd degree Scottish Rite Mason and an alumni of St. Louis College of Pharmacy, Randy will be taking the Series 65 Investment Advisors Securities Law exam very soon, bringing even more value to this extremely talented team member.
(O) 850-460-8444 | 314-724-1132 (C)
Accounting & Office Manager
Amy is our detailed numbers person that keeps all of our records in top order. A native of Indiana, Amy holds an Accounting degree from Ball State University. Her expertise is invaluable to the practice and her kind, gentle spirit is a delight to everyone in our firm. Amy and her husband, Tony, live in Santa Rosa Beach, FL. They enjoy cooking, golf and spending time with their children and grandchildren.
Senior Vice President
Darlene joins John McHugh as a partner, assisting in portfolio management with a concentration in fixed income investments. A native of Louisville, Kentucky, Darlene brings over 30 years of industry experience. Beginning her career with the Kentucky regional firm, Hilliard-Lyons, Darlene’s experience as a municipal bond trader offers the group a greater insight to the fixed income markets. She has worked in both an advisory and support capacity within the investment industry.
(O) 850.460.8442 | 850.533.6722 (C)
KATHERINE E. NOLTE
Pride Financial Advisors
Katherine Nolte, owner and Managing Director of Pride Financial Advisors of Keller, TX, serves her clients as an Investment Advisor and Financial Planner. Katherine has notable expertise in Business Succession, Investments, Insurance, Estate Planning, Retirement, and Employee Benefits. Her specialties include serving family-owned businesses, manufacturing business owners, physicians, and nurse practitioners in their business and financial planning needs.
For more than 20 years, Katherine’s investment philosophy has applied a combination of fundamental and technical analysis. In many cases, she works independently and manages money for her clients. But, Katherine also works in collaboration with accomplished money managers whose proven track records help serve her clients’ needs. Whether you’re interested in business succession, wealth preservation, income, asset protection, and/or estate planning, Katherine has the experience and resources to offer real world solutions.
Katherine is a graduate of Texas Christian University, and she has continued her education and training, passing the Financial Industry Regulatory Authority’s (FINRA) Series 65 Investment Advisors Law Examination, as well as FINRA’s Series 7, Series 6, and Series 63 examinations. Her Series 7, 6, and 63 registrations are not currently required and are inactive.
When not in the office, Katherine is active in her community in various organizations, including volunteering with Scottish Rite Hospital, Junior Achievement, and the Chi Omega Alumni Association.
Pride Financial Advisors
420 Charles Street
Keller, TX 76248
(O) 214-704-0707 | 866-704-0708 (F)
Associate Vice President
A native of St. Louis and active alumni of University of Missouri, Bill brings over 30 years of industry experience as a Financial Advisor with a major St Louis based brokerage firm. Bill’s very loyal relationships are a testament to his commitment to personal client service and investment management. He understands not only investment markets, but more importantly, client’s needs and objectives. Bill’s experience, calm demeanor and interest in others makes him a standout. We are very fortunate to have this industry veteran on our team.
(O) 850-460-8444 | 314-780-9625 (C)