Meet our Team

People in Conference Room

We take pride in serving our clients as a trusted, strategic partner. Our goal is to help them achieve their goals, while building and maintaining solid, long-term relationships based on performance, prompt responsiveness, and clear communication.

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  • C.T. Fitzpatrick, CFA Photo
    Founder, Chairman, Chief Investment Officer, Portfolio Manager

    C.T. Fitzpatrick, CFA

  • Jeff St. Denis Photo
    Principal, President, Chief Executive Officer

    Jeff St. Denis

  • Richard Davis Photo
    Principal, CFO, COO

    Richard Davis

  • Anne Jones Photo
    Principal, Director of Trading & Operations

    Anne Jones

  • McGavock Dunbar, CFA Photo
    Principal, Director of Research, Portfolio Manager

    McGavock Dunbar, CFA

  • Stephanie Suttles Photo
    Principal, Chief of Staff

    Stephanie Suttles

  • Stephen Simmons, CFA Photo
    Principal, Portfolio Manager

    Stephen Simmons, CFA

  • F. Hampton McFadden Jr, CFA Photo
    Portfolio Manager

    F. Hampton McFadden Jr, CFA

  • Colin Casey Photo
    Principal, Portfolio Manager

    Colin Casey

  • Andrew Loftin, CFA Photo
    Principal, Equity Analyst

    Andrew Loftin, CFA

  • Trenton Green Photo
    Principal, Equity Analyst

    Trenton Green

  • Taylor Cline, CFA Photo
    Principal, Equity Analyst

    Taylor Cline, CFA

  • Brad Headley, CFA Photo
    Principal, Equity Analyst

    Brad Headley, CFA

  • David Shelton Photo
    Principal, Equity Analyst

    David Shelton

  • Robert Smith Photo
    Principal, Equity Analyst

    Robert Smith

  • Ben Jackson Photo
    Associate Analyst

    Ben Jackson

  • Geoff Kiker Photo
    Principal, Head Trader

    Geoff Kiker

  • Michele O’Daniel Photo

    Michele O’Daniel

  • Holmes Hill Photo
    Trading Associate

    Holmes Hill

  • Emily Gardiner Photo
    Research Associate

    Emily Gardiner

  • Addie Wagstaff Photo
    Research Associate

    Addie Wagstaff

  • Theresa Davis Photo
    Executive Assistant, Travel Coordinator

    Theresa Davis

  • Jennifer Ferdin Photo
    Executive Assistant

    Jennifer Ferdin

  • James Kelley Photo
    Principal, Director of Client Service & Development

    James Kelley

  • Gary Wilson, CFA Photo
    Client Service & Development

    Gary Wilson, CFA

  • Chris Pickul, CFA Photo
    Client Service & Development

    Chris Pickul, CFA

  • Kelly Meadows Photo
    Client Service Operations Manager

    Kelly Meadows

  • Santiago Hechart Photo
    Client Service Analyst

    Santiago Hechart

  • Kim Harwell Photo
    Client Service Assistant

    Kim Harwell

  • Shelly Bridges Photo
    Principal, Director of Communications

    Shelly Bridges

  • Candace Edwards Photo
    Principal, Director of Portfolio Accounting

    Candace Edwards

  • Louis Anderson, CPA, CFA Photo
    Principal, Controller

    Louis Anderson, CPA, CFA

  • Josh Jones, CSCP, IACCP Photo
    Chief Compliance Officer

    Josh Jones, CSCP, IACCP

  • Ashley Mann Photo
    Compliance Officer

    Ashley Mann

  • Ben Foster, CSCP, IACCP Photo
    Compliance Officer

    Ben Foster, CSCP, IACCP

  • Leslie Boshell Photo
    Operations Specialist

    Leslie Boshell

  • Lockett LaGroue Photo
    Operations Specialist

    Lockett LaGroue

  • Chet Minniear Photo
    Operations Specialist

    Chet Minniear

  • Jason Dees, CIPM Photo
    Principal, Portfolio Accountant

    Jason Dees, CIPM

  • Kelly Jerrell, CIPM Photo
    Principal, Portfolio Accountant

    Kelly Jerrell, CIPM

  • Jasmyn Montgomery Photo
    Senior Accountant

    Jasmyn Montgomery

  • Laurie Rapier Photo
    Office Manager, Executive Assistant

    Laurie Rapier

  • Delia Darden Photo

    Delia Darden

  • Phillip Wiginton Photo
    Principal, Chief Technology Officer

    Phillip Wiginton

  • John Ray Photo
    Principal, Director of IT

    John Ray

  • Charles Read Photo
    Cyber Security Engineer

    Charles Read

  • Mike Streufert Photo
    Systems Administrator

    Mike Streufert

  • Michael McDonald Photo
    IT Coordinator

    Michael McDonald

  • Darryl Wine Photo
    Senior Systems Analyst

    Darryl Wine

  • Kyle Tribble Photo
    Enterprise Solutions Architect

    Kyle Tribble

  • Jacob Zimmer Photo
    Software Engineer

    Jacob Zimmer

  • Daniel Church Photo
    Data Science Manager

    Daniel Church

  • Charles Smith Photo
    Software Engineer

    Charles Smith

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