Curtis Loftis is the State Treasurer of South Carolina. First elected in 2010, he is currently serving his fourth term as State Treasurer.

As Treasurer, Loftis serves as the “state’s banker,” managing, investing, and retaining custody of more than $67 billion in public funds, and works to ensure that South Carolina maintains its highly coveted credit ratings.

He also serves as administrator of the state’s Unclaimed Property Program, Future Scholar 529 College Savings Plan and Palmetto ABLE Savings Program, which provides eligible individuals with disabilities the opportunity to save and invest money while maintaining eligibility for important needs-based benefits.

Jeneva Vazquez is a Senior Associate at Jesson & Rains, PLLC, where she focuses on estate planning, corporate law, and estate administration. She is licensed to work with clients in South Carolina, North Carolina, Florida, New Jersey, and New Mexico.

Jeneva's commitment to estate planning and small business planning is deeply personal, driven by her desire to protect and care for the people she values most. She is passionate about serving as a trusted legal advisor in life and legacy planning, offering client-centered service, and honoring client goals with flexibility and care.

Jeneva has redefined the traditional approach to estate planning by emphasizing transparency in legal fees, eliminating hourly billing, and fostering ongoing relationships through regular 3-year check-ins. She also offers a variety of strategies designed to protect minor children, ensuring her clients' peace of mind for the future.

Lakeith began his career with New York Life & NYLIFE Securities in October of 2017 as an agent/ advisor in Charlotte, NC. Lakeith found great joy in helping newer agents get their bearings and launching their careers.  After deciding that he wanted to go into management, he then went on to qualify for Executive Council in 2019 and Quality Council in 2020.  In August of 2020, during the height of the Pandemic Lakeith earned his promotion to Associate Partner and graduated to Partner in February of 2021 at the top of his class.  In 2022 he was awarded New Partner of the Year in the Charlotte General Office, received the award for Top POP Percentage for First Prior Class (326% to goal) in the South-Central Zone, and earned the coveted New York Life Honors Excellence in Recruiting Award in 2022 & 2023.  Lakeith holds the following licenses: Life, Health, & Long-Term Care Insurance; Securities Industry Essentials Exam, Series 6 –Variable Contracts, Series 7 – General Securities, Series 63 – State Securities, Series 65 Investment Adviser, and Series 24 – General Securities Principal.

Prior to coming to New York Life, Lakeith spent 8 year with Comcast Xfinity, 4 years as a door-to-door Sale Rep, 1 year as Direct Sales Supervisor, and 3 years a General Sales Manager. This is where he developed his love for people development and sales coaching.

Lakeith is originally from Detroit, MI and met his wife Lashell during their time at Michigan State University.  They have three children: Madisyn, Ethan, and Avery.  In his free time Lakeith loves to read, bowl, and volunteer with his fraternity brothers of Phi Beta Sigma Fraternity, Inc.

As the founder and managing director of Aionios Capital Partners, I leverage my 30+ years of experience in the investment industry to provide comprehensive wealth management and advisory services to ultra high net worth clients and family offices. I specialize in applying institutional investment approaches and strategies in private markets, non-traditional asset classes, and alternative structures, such as the endowment model, to achieve optimal returns and risk management for my clients. I also assist them with governance and strategic generational transitions, ensuring their legacy and values are preserved and passed on.

In addition to leading Aionios Capital Partners, I am an adjunct professor at Anderson University, where I teach undergraduate courses on investments, portfolio management, and derivatives, and direct the student-managed Cauthen Fund. As a CFA charterholder and a financial planner, I have extensive knowledge and expertise in capital markets, economics, and investment management, including institutional portfolio management and wealth management. I am passionate about sharing my insights and experience with the next generation of investors and financial professionals, and fostering a culture of excellence, ethics, and lifelong learning in the industry.