Aqueduct Fund

Bundy Group is a trusted advisory firm based in Charlotte, NC, specializing in business sales, capital raises, and acquisitions for clients across various industries including controls automation, energy infrastructure, healthcare, and technology. With a dedicated team of experts, Bundy Group provides tailored options and strategic guidance to help clients navigate complex transactions and achieve their business goals with professionalism and integrity.Generated from the website

Sumich Wait Investments LLC is a financial services company based in Charlotte, NC, specializing in investment management and advisory services. With a focus on strategic financial planning and wealth preservation, the company assists clients in achieving their long-term financial goals through personalized investment strategies. Generated from their business information

Stephen provides commercial business services to businesses, professional groups, real estate entities and non-profit organizations in and around the Charlotte Area. He is also the Market Manager for our Myers Park location. Stephen has 3 decades of financial management experience and joined TowneBank in 2018. He received a BA in Economics from the University of North Carolina at Chapel Hill in 1990 and his Certified Financial Planner Designation in 2000.A native of Charlotte, Stephen is on the board for the Kiwanis Club of Charlotte, serves on the Membership Committee for the Financial Planning Association of Charlotte, and has served in various leadership roles at Myers Park Presbyterian Church.