Meet our team

Katherine Dunlevie

President and Chief Executive Officer

Certified Financial Planner™ (CFP®)

Certified Trust and Fiduciary Advisor (CTFA)

Chartered Financial Consultant® (ChFC®)

Katherine directs all aspects of The Family Office at Synovus with a focus on client service, new business development, long-term business strategy, and financial performance.

 

As a double Tar Heel, Katherine earned a Bachelor’s degree in Exercise and Sports Science from the University of North Carolina at Chapel Hill, where she graduated with Highest Distinction, and an MBA from UNC Kenan-Flagler Business School. In addition, she is an Honors Graduate of the Cannon Trust School.

 

She is a highly regarded thought-leader in the family office industry, often speaking at conferences around the country. Katherine has been recognized by Georgia Trend Magazine’s Top 40 Under 40, and is a recipient of the Jim Blanchard Leadership Award at Synovus. Additionally, Katherine was shortlisted for Family Wealth Alliance’s Boutique Multi-Family Office Executive Award and was named Outstanding CEO by Family Wealth Report.

 

Full Bio

Michael Sluder

Senior Vice President

Chief Investment Officer
Chartered Financial Analyst® (CFA®) 

Michael leads the investment group managing more than $4 billion in client family assets.

 

He chairs the firm’s Investment Committee that sets asset allocation strategies and determines the selection of investment managers. Michael has 20 years of experience in the financial services industry. He earned a Master’s in Economics and a B.A. in Economics from the University of Alabama.

 

Full Bio

Michael B. Clark, II, MBA

Senior Vice President

Chief Operating Officer

Michael leads all aspects of non-client facing functions for The Family Office at Synovus; this includes operations, technology, marketing/PR/  communications, Family Enterprise operations, office administration, financial reporting and budgeting, strategic initiatives, HR, and recruiting.

 

Michael graduated from Kennesaw State University with an M.B.A., Concentration: Management, and a Bachelor of Business Administration in Marketing. He is an active member of the Family Office Exchange.

 

Full Bio

Robert "Rob" L. Persons

Senior Vice President; Director of Advisory Services

Certified Financial Planner™ (CFP®)

Certified Trust and Fiduciary Advisor (CTFA)

Series 7 and 66 Securities Licenses1

Rob provides financial, estate, and investment advice for clients. He is part of an integrated team committed to understanding a family’s unique goals and developing a comprehensive plan to help achieve those goals. In addition, Rob serves on the firm’s Investment Committee, Asset Allocation Committee, as well as the Investment Review and Administrative Review Committees.

 

Prior to joining Synovus in 2007, he was a Financial Advisor for Merrill Lynch. Rob received a B.B.A. in Finance from the University of Georgia Terry College of Business.

 

Full Bio