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Family Office Team
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Merlin Kreiser, Jr. (Mert), CPA
Mert is the Director of Trust Administration and Family Office at Franklin Street Partners. Prior to joining the firm, Mert held the positions of Director of Trust Operations with Kaspick & Company and Vice President of State Street Bank & Trust, managing trust accounting operations and client relationship functions. Mert has over 25 years of experience in wealth management and holds the Certified Public Accountancy designation. He graduated from High Point University with a degree in Business Administration and Economics.
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Nancy A. English
Nancy is a Family Office Administrator and Client Service Associate with Franklin Street Partners. She has been with the firm since January 2006. Nancy has over 20 years of accounting experience along with an extensive background in payroll and benefits administration. She is an active member of the community and has volunteered with Hospice of Wake County for over four years.
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Diana Inman
Diana is a Client Service Associate and Family Office Administrator with Franklin Street Partners. Prior to joining the firm in April 2011, she practiced law in Charlotte, North Carolina with Alston & Bird LLP and Cadwalader Wickersham & Taft LLP in each firm's global finance group. Diana also spent seven years with Bank of America and Banc of America Securities LLC in corporate and investment banking. Diana graduated from Wake Forest University with a degree in Business and earned a Juris Doctor from The Marshall Wythe School of Law at the College of William & Mary. She is a member of the North Carolina and Georgia bars. She has over 12 years of experience working in the financial services industry.
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Preston J. Puckett
Preston is an Associate Relationship Manager with Franklin Street Partners. He works closely with high net worth families in various roles, assisting on tasks that include both portfolio and lifestyle management. Preston graduated from the University of North Carolina at Chapel Hill in 2008 with degrees in Business Administration and Communication Studies. Prior to joining the firm in 2008, Preston served as Head Student Manager for the UNC Men's basketball team for 2 seasons, with 5 total seasons working for the team.
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Kathy N. Rexrode
Kathy is a Family Office Administrator and Client Service Associate with Franklin Street Partners. Prior to joining the firm, Kathy was the office manager and account administrator for Oak Value Capital Management. Kathy has over 26 years of experience in the investment advisory business.
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