People

01

Meet our Team

Experienced leadership.
Proven results.

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 superior performance, prompt responsiveness, and clear communication.

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  • C.T. Fitzpatrick, CFA Photo
    Founder, Chief Executive Officer, Chief Investment Officer

    C.T. Fitzpatrick, CFA

  • G. Adam McClain, CFA Photo
    Principal, President

    G. Adam McClain, CFA

  • Richard Davis Photo
    Principal, CFO, COO

    Richard Davis

  • Stephanie Suttles Photo
    Chief of Staff

    Stephanie Suttles

  • McGavock Dunbar, CFA Photo
    Principal, Director of Research

    McGavock Dunbar, CFA

  • F. Hampton McFadden Jr, CFA Photo
    Principal, Portfolio Manager

    F. Hampton McFadden Jr, CFA

  • Stephen Simmons, CFA Photo
    Principal, Portfolio Manager

    Stephen Simmons, CFA

  • Colin Casey Photo
    Principal, Equity Analyst

    Colin Casey

  • Andrew Loftin, CFA Photo
    Equity Analyst

    Andrew Loftin, CFA

  • Trenton Green Photo
    Equity Analyst

    Trenton Green

  • Taylor Cline, CFA Photo
    Equity Analyst

    Taylor Cline, CFA

  • Brad Headley, CFA Photo
    Equity Analyst

    Brad Headley, CFA

  • David Shelton Photo
    Associate Analyst

    David Shelton

  • Robert Smith Photo
    Associate Analyst

    Robert Smith

  • Geoff Kiker Photo
    Trader

    Geoff Kiker

  • Michele O’Daniel Photo
    Trader

    Michele O’Daniel

  • Holmes Hill Photo
    Trading Associate

    Holmes Hill

  • Emily Gardiner Photo
    Research Associate

    Emily Gardiner

  • Addie Kattman Photo
    Research Associate

    Addie Kattman

  • Theresa Davis Photo
    Executive Assistant, Travel Coordinator

    Theresa Davis

  • Jennifer Ferdin Photo
    Executive Assistant

    Jennifer Ferdin

  • Bill Hjorth Photo
    Principal, Director of Client Service

    Bill Hjorth

  • Jeff St. Denis Photo
    Principal, Client Service & Development

    Jeff St. Denis

  • James Kelley Photo
    Client Service & Development

    James Kelley

  • Gary Wilson, CFA Photo
    Client Service & Development

    Gary Wilson, CFA

  • Justin Mayfield, CFA Photo
    Client Service & Development

    Justin Mayfield, CFA

  • Kelly Meadows Photo
    Client Service Operations Manager

    Kelly Meadows

  • Santiago Hechart Photo
    Client Service Analyst

    Santiago Hechart

  • Ben Jackson Photo
    Client Service Analyst

    Ben Jackson

  • Chelle Ramey Photo
    Sr. Client Service Assistant

    Chelle Ramey

  • Kim Harwell Photo
    Client Service Assistant

    Kim Harwell

  • Shelly Bridges Photo
    Director of Communications

    Shelly Bridges

  • Anne Jones Photo
    Principal, Director of Trading & Operations

    Anne Jones

  • Candace Edwards Photo
    Principal, Director of Portfolio Accounting

    Candace Edwards

  • Louis Anderson, CPA, CFA Photo
    Principal, Controller

    Louis Anderson, CPA, CFA

  • Ashley Mendelsohn, CSCP, IACCP Photo
    Principal, Chief Compliance Officer

    Ashley Mendelsohn, CSCP, IACCP

  • Kristen Dudley Photo
    Director of Human Resources

    Kristen Dudley

  • 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
    Portfolio Accountant

    Jason Dees, CIPM

  • Kelly Jerrell, CIPM Photo
    Portfolio Accountant

    Kelly Jerrell, CIPM

  • Diane Woods Photo
    Corporate Accountant

    Diane Woods

  • Ben Foster, CSCP, IACCP Photo
    Compliance Officer

    Ben Foster, CSCP, IACCP

  • Lee Chambliss, CSCP, IACCP Photo
    Compliance Officer

    Lee Chambliss, CSCP, IACCP

  • Josh Jones, CSCP, IACCP Photo
    Compliance Officer

    Josh Jones, CSCP, IACCP

  • Laurie Rapier Photo
    Office Manager, Executive Assistant

    Laurie Rapier

  • Delia Darden Photo
    Administrative

    Delia Darden

  • Shannon Mallette Photo
    Administrative

    Shannon Mallette

  • Phillip Wiginton Photo
    Chief Technology Officer

    Phillip Wiginton

  • John Ray Photo
    Director of IT

    John Ray

  • Michael Kiser Photo
    Enterprise Business Analyst

    Michael Kiser

  • Alex Davis Photo
    Data Science Manager

    Alex Davis

  • Chris Shaw Photo
    Director of Data Management

    Chris Shaw

  • 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 Scientist

    Daniel Church

  • Charles Smith Photo
    Software Engineer

    Charles Smith

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