CornerCap Investment Counsel
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CornerCap Investment Counsel Employees
CornerCap Investment Counsel September 2014 - Present
Anthony Smith Advisors, Inc. December 2011 - September 2014
Charles Schwab September 2008 - November 2011
Raymond James Financial Inc. April 2007 - May 2008
Education
Florida State University 2004 — 2008
University of Georgia - Terry College of Business
Executive Progam for Financial Planning Certification
CornerCap Investment Counsel June 2013 - Present
Wells Capital Management July 2008 - January 2013
Prudential Equity Group, LLC March 2000 - August 2007
CIBC World Markets June 1996 - March 2000
Skills
Financial Services, Key Account..., Institutional Sales, Equity Capital Markets, Client Portfolio Manager, Institutional Client..., Oral & Written..., Written & Oral..., Time Management, Highly motivated..., MBA, Client Retention, Finals Presentations, Public Speaking, Consultative Selling..., High Reliability, Follow Through, Delivering projects on..., Networking, FactSet Portfolio..., Finance
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Texas A&M University 1988 — 1992
BA, Economics w/ Minor in Finance
CornerCap Investment Counsel August 2015 - Present
Voya Investment Management May 2013 - August 2015
Voya Investment Management December 2011 - August 2015
Auburn University September 2007 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Excel, Bloomberg, Data Analysis, Highly detail oriented, BlackRock Aladdin, Charles River IMS, Customer Service, Access Database, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Leadership, Accounting, Public Speaking, Access
Education
Auburn University 2006 — 2011
Bachelor of Science, Finance; Accounting
Auburn University
PFW Advisors May 2015 - Present
HealthMarkets November 2013 - May 2015
UGA Terry College of Business Executive CFP Certification March 2013 - August 2014
CornerCap Investment Counsel June 2011 - May 2013
Morgan Stanley Smith Barney April 2009 - June 2011
Citibank 2007 - 2008
SunTrust Bank 2000 - 2007
Chattahoochee National Bank 1999 - 2000
Wachovia 1987 - 2000
Skills
Financial Services, Insurance, Estate Planning, Retirement Planning, Investment Strategies, Wealth Management, Investments, Financial Planning, Finance
Education
University of Georgia - Terry College of Business 2013 — 2014
CFP
College for Financial Planning 2003 — 2004
RP
Louisiana State University 1981 — 1985
BS
Edge Capital Partners, LLC August 2011 - Present
Carolinas Investment Consulting June 2001 - June 2011
CornerCap Investment Counsel October 1998 - April 2001
Skills
Asset Management, Due Diligence, Equities, Financial Modeling, Investment Management, Investments, Portfolio Management, Private Equity, Valuation, Hedge Funds, Financial Analysis, Strategy
Education
Hampden-Sydney College 1989 — 1993
BA in English
Georgia State University 1994 — 1996
MBA
Woodberry Forest School 1987 — 1989
CornerCap Investment Counsel January 2014 - Present
Georgia Institute of Technology August 2012 - May 2014
CornerCap Investment Counsel May 2013 - December 2013
Cornerstone Investment Mangement and Consulting, LLC August 2009 - July 2012
Skills
Portfolio Management, Simulations, Research, Statistics, Statistical Modeling, Quantitative Analytics, Data Analysis, Investments, Financial Modeling, Equity Research, Econometrics, Fixed Income, Financial Analysis, Monte Carlo Simulation, VBA, SAS, Bloomberg
Education
Georgia Institute of Technology - Scheller College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Mississippi State University - College of Business and Industry 2006 — 2007
BSBA, Finance, Economics
The Home Depot November 2013 - Present
Independent Contractor January 2011 - Present
The Home Depot May 2011 - November 2013
Freelance August 2011 - August 2013
The Home Depot February 2009 - April 2011
The Home Depot September 2007 - February 2009
CornerCap Investment Counsel May 2001 - September 2007
First Baptist Church Lithia Springs 1998 - 2001
CornerCap Investment Counsel November 1994 - 1995
ARC Systems 1993 - 1994
Skills
Cassandra, Databases, Technical Writing, Public Speaking, Teaching Skills, Linux, Blogging, Leadership, Java, Customer Service, Team Leadership, Informix, Unix, Creative Writing, Training, Windows, Software Development, WordPress, Biblical Studies, Feature Writing, Optimistic, Teaching, SQL, Project Management, Feature Articles, Big Data, Christian Apologetics, CQL, Sports Writing, Bible teaching, MySQL
Education
New Orleans Baptist Theological Seminary 1998 — 2000
MDiv
Berry College 1990 — 1993
BS
University of Central Florida 1988 — 1990
Boone High School 1986 — 1988
CornerCap Investment Counsel September 2009 - Present
Charles Schwab September 2008 - September 2009
B.C. Ziegler & Co. September 2006 - September 2008
Dillards May 2005 - September 2006
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
CornerCap Investment Counsel July 2012 - Present
SunTrust Bank March 2003 - June 2012
Education
Wake Forest University School of Business 1990 — 1992
MBA, Finance
North Carolina State University 1982 — 1987
BA, Accounting and Business Management
Newport Board Group 2014 - Present
Five Star Partners, LLC 2011 - 2014
CornerCap Investment Counsel 2007 - 2011
Five Star Partners, LLC 2004 - 2007
Russell Reynolds Associates 2000 - 2004
Egon Zehnder International 1996 - 2000
A.T. Kearney 1991 - 1996
Skills
Management Consulting, Strategy, Organizational..., Executive Coaching, Leadership Development, Due Diligence, Mergers & Acquisitions, Start-ups, Entrepreneurship, Executive Management, Talent Management, Change Management, Investments, Management, Business Development, Program Management, New Business Development, Leadership, Portfolio Management, Strategic Planning, Consulting, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
MBA, Strategy and Finance
Williams College 1982 — 1986
BA, Chemistry and Political Science
RFA Management Company, LLC August 2010 - Present
CornerCap Investment Counsel May 2002 - July 2010
Raymond James May 1997 - April 2002
Weeks Capital July 1994 - April 1997
Georgia-Pacific LLC June 1991 - June 1994
Education
Emory University - Goizueta Business School 1989 — 1991
Master of Business Administration (MBA), Finance
Miami University 1979 — 1983
Bachelor of Science (BS)
CornerCap Investment Counsel June 2007 - Present
CIBC World Markets 1998 - 2007
Coopers & Lybrand Consulting 1994 - 1997
Skills
Investments, Portfolio Management, Management, Mutual Funds, Institutional..., Hedge Funds, Equities, Alternative Investments, Valuation, Asset Managment, Financial Modeling, Asset Management, Wealth Management, Equity Research, Asset Allocation, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
Princeton University 1985 — 1989
CornerCap Investment Counsel August 2009 - Present
Eads & Heald Investment Counsel March 2003 - August 2009
SunTrust Robinson Humphrey September 2001 - March 2003
Skills
Equity Research, Portfolio Management, Investments, Financial Modeling, Financial Analysis, Asset Managment
Education
Sewanee-The University of the South 1997 — 2001
BA, Economics
Emory University February 2014 - Present
Emory University September 2011 - May 2013
Waldorf School of Atlanta November 2010 - May 2012
Centre for Creative Education October 2005 - May 2009
Interfaith Health Program, Rollins School of Public Health, Emory University 2002 - November 2004
CornerCap Investment Counsel 1997 - 1998
USA Cargo & Travel Company 1989 - 1997
Skills
Interpersonal Skill, Databases, Office Administration, Data Migration, Cataloging, Website Development, Special projects, Computer Proficiency, Library, Grants and budgets, Nonprofits, Higher Education, Library Science, Fundraising, Proofreading, Academic Libraries, Research, Editing, Libraries, Grant Writing, Books, Information Literacy
Education
Valdosta State University 2010 — 2013
Master of Library & Information Science (MLIS), IT, Management, Reference, 4.0 GPA
Davidson College 1983 — 1987
BA, History, liberal arts
The University of Edinburgh 1985 — 1986
JYA, history, comparative religion, new testament