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Biographies
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Maceo K. Sloan, CFA, FLMI
Chairman, Chief Executive Officer and Chief Investment Officer
Years of
experience: 37
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
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INVESTMENT PROFESSIONALS
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David C. Carter, CFP
Senior Fixed Income Portfolio Manager
Years of
experience: 30
Education:
New York University, BS, MBA
Prior experience:
Grace Capital, Inc., Fixed
Income Portfolio Manager
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Randolph E. Lestyk
Fixed Income, Economist, Materials, Energy
Years of
experience: 37
Education:
University of Virginia, BS
Clarion State University, MBA
Prior experience:
UMB Bank, Executive Vice President
Colonial Penn Insurance, Chief Investment Officer
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Patrick A. Lyons, CMT
Technology, Consumer Discretionary, Telecom
Years of
experience: 15
Education:
Florida A&M University, BS
North Carolina State University, MSM
Prior experience:
IBM, Research Analyst Intern
Barnett Banks Trust Company, Investment
Intern
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Rick Jones, CFA
Consumer Staples, Consumer Discretionary,
Financials
Years of
experience: 26
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
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Michael L. Custer, CFA
Energy, Utilities, Telecom, Technology
Years of
experience: 25
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
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Zack Schroeder
Industrials, Healthcare
Years of
experience: 15
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
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Hunter Brackett, CFA
Financials, Industrials
Years of
experience: 11
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
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Michael J. Ferraro
Director of Trading
Years of
experience: 25
Education:
Rutgers University, 1980-1983
Prior experience:
Shearson Lehman Advisors, Trader
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CLIENT SERVICE / MARKETING PROFESSIONALS
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Victoria A. Treadwell
President and Chief Compliance Officer
Years of
experience: 29
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
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Hal M. Howard
Relationship Manager
Years of
experience: 25
Education:
GM Institute of Technology, MS. Finance
Concentration
North Carolina State University, BS, Engineering
Prior experience:
New Wave Automotive LLC, Principal
Goldsboro Chrysler Dodge Jeep, Chairman and CEO
General Electric, Regional Sales Manager
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