|
Biographies
| |
 |
|
|
Maceo K. Sloan, CFA, FLMI
Chairman, Chief Executive Officer and Chief Investment Officer
Years of
experience: 34
Education:
Morehouse College, BA
Georgia State University, MBA
North Carolina Central University, JD
Prior experience:
North Carolina Mutual Life Insurance Company,
Vice President, Treasurer and Chief Investment Officer
|
INVESTMENT PROFESSIONALS
| |
|
|
|
David C. Carter, CFP
Senior Portfolio Manager
Years of
experience: 27
Education:
New York University, BS, MBA
Prior experience:
Grace Capital, Inc., Fixed
Income Portfolio Manager
|
| |
|
|
|
Randolph E. Lestyk
Portfolio Manager
Years of
experience: 34
Education:
University of Virginia, BS
Clarion State University, MBA
Prior experience:
UMB Bank, Executive Vice President
Colonial Penn Insurance, Chief Investment Officer
|
| |
|
|
|
Patrick A. Lyons, CMT
Equity Portfolio Manager
Years of
experience: 12
Education:
Florida A&M University, BS
North Carolina State University, MSM
Prior experience:
IBM, Research Analyst Intern
Barnett Banks Trust Company, Investment
Intern
|
| |
|
|
|
Ron Elmer, CFA, CPA, CFP
Director of Equity Research
Years of
experience: 15
Education:
University of Oklahoma, BBA
New York University, MBA
Prior experience:
BB&T Asset Management, Vice President
First Citizens Bank, Vice President, Head of Equities
|
| |
|
|
|
Rick Jones, CFA
Equity Research Analyst
Years of
experience: 23
Education:
Miami University of Ohio, BS
Ohio State University, MBA
Prior experience:
BB&T Asset Management, Director of Value Equity Management
Bank One, Portfolio Manager
|
| |
|
|
|
Michael L. Custer, CFA
Sector Leader
Years of
experience: 23
Education:
Adrian College, BA
Michigan State University, MBA
Prior experience:
New Mexico State Investment Council, Sr. Deputy State Investment Officer
DOW Chemical Pension Investments, Investment Analyst/Portfolio Manager
|
| |
|
|
|
Zack Schroeder
Equity Research Analyst
Years of
experience: 12
Education:
University of North Carolina, BSBA
Prior experience:
R. H. Donnelley, Senior Investor Relations Analyst
BB&T Asset Management, Vice President
First Citizens Bank, Assistant Vice President
|
| |
|
|
|
Hunter Brackett, CFA
Equity Research Analyst
Years of
experience: 8
Education:
Washington and Lee University, BA
Kenan-Flagler Business School, MBA
Prior experience:
Lehman Brothers, Equity Research Associate
First Union National Bank, Assistant Vice President
|
| |
|
|
|
Michael J. Ferraro
Director of Trading
Years of
experience: 22
Education:
Rutgers University, 1980-1983
Prior experience:
Shearson Lehman Advisors, Trader
|
CLIENT SERVICE / MARKETING PROFESSIONALS
| |
|
|
|
Victoria A. Treadwell
President and Chief Compliance Officer
Years of
experience: 26
Education:
University of Southern California, BS, MPA
Prior experience:
Los Angeles County Employees Retirement
Association, Senior
Investment Analyst
University of Southern California, Senior
Staff Analyst
|
| |
|
|
|
Marc V. Reid
Director of Client Services
Years of
experience: 17
Education:
University of North Carolina at Chapel Hill, BA
Prior experience:
F.N. Wolf & Co., Inc., Financial
Consultant
|
| |
|
|
|
Thomas A. Dillon, III, CFA
Director of Marketing
Years of
experience: 35
Education:
University of North Carolina at Chapel Hill, BA
Emory University, MBA
Prior experience:
Wood Asset Management, Director of Marketing
|
|
