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Meet the Team

Chong Nam , Founder

Founding Partner

Matthew Imhof

Private Wealth Advisor

Alyssa Hovendick

Senior Associate

Valerie Fryatt

Senior Associate

Mikaela Robinson


About &Partners

&Partners is a wealth management firm built by advisors for advisors. Our mission is to combine industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping our clients realize their financial goals.

&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is comprised of a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries.

David Kowach


David Kowach is most known for his unflappable energy and contagious enthusiasm. He is a passionate leader with a deep-rooted commitment to personal and organizational growth. Throughout his career, he has challenged himself to lead courageously and has never wavered in his support for those who made success possible. At &Partners, he is creating the firm he always envisioned - one where advisors and their clients come before everything else. David brings to his leadership role over 30 years of experience in the financial services industry. Prior to founding Ampersand Partners, LLC, he had the privilege of serving as President and CEO of Wells Fargo Advisors, which under his leadership served more than 3 million clients with $2 trillion in assets. More recently, he led the Wells Fargo Community Bank where he re-engineered retail banking to enhance both efficiency and client loyalty.

John Alexander


Big firms, where politics can trump performance and progress, do not hold allure for John Alexander, anymore. He is interested in building something better. After 26 years with Wells Fargo Advisors, John is dedicating himself to creating an environment where advisors want to work and a business where they and their clients will thrive. John started his career as an advisor at Edward Jones. He went on to lead the retail branch advisor system at Wells Fargo. At Wells, John gained practical field experience and grew as a leader. He spent time repositioning under-performing businesses, developed strategies to expand into new markets and designed tools to drive growth and harness efficiency in the core advisory space.

Scott Nelson


Scott Nelson understands the drivers of profitability better than almost anyone in the industry and that is why he is leading the finance function at &Partners. However, Scott is much more than a CFO. He is a strategic leader who appreciates the importance of ensuring that the client and advisor experience at &Partners is second to none.

With years of experience leading one of the largest sweep programs in the United States, Scott has the experience necessary to facilitate the provision of comprehensive advice that encompasses banking services. Most recently, he was a Managing Director at Accenture where he led teams focused on wealth management transformations. Prior to Accenture, Scott held various leadership roles at Wells Fargo Advisors.

Cheri Cooper


Cheri Cooper has built an operations platform and approach to service defined by a simple, but highly differentiated element, it's personal. With this unique approach and platform, there are no 800 numbers, automated help lines or non-answers. She has intentionally staffed her group with individuals who see themselves as an extension of the advisors' teams and who have a passion for helping advisors deliver best-in-class service to customers and change lives for the better. Cheri brings to her role 25 years of experience, including 20 at Wells Fargo Advisors, in wealth management, operations, technology and risk management.

Most recently, Cheri led the transformation of the Wells Fargo Advisors platform used by private-client, bank-based, independent, and clearing firm advisors. Cheri's focus in leading this initiative was to transition from outmoded, in-house technologies to best-of-breed market solutions. From 2015-2019, Cheri was the Chief Operating Officer for the Wells Fargo Wealth Brokerage Services organization, supporting 3,000 bank-based advisors. Prior to 2015, Cheri held various leadership positions within Wells Fargo Advisors' operations and technology division.

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