The Robinson-Humphrey Company

Industry: Company

Description

Headquarters: Atlanta, GA CEO: John N. Gregg Founded: 1995 Subsidiaries: SunTrust Robinson Humphrey, Inc., Research Division, Parent organization: SunTrust Banks

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The Robinson-Humphrey Company Employees

Employee
Years
Job
Industry
Kip Caffey Kip Caffey Greater Atlanta Area Details
Kip Caffey's The Robinson-Humphrey Company Experience 1999 - 2001
Job Independent Financial Services Executive
Industry Investment Banking
Experience
Seeking Next Opportunity  July 2015 - Present
Cary Street Partners  January 2015 - June 2015
Cary Street Partners, LLC   April 2009 - January 2015
Cary Street Partners  July 2004 - April 2009
SunTrust Robinson Humphrey  2001 - 2004
The Robinson Humphrey Company  1999 - 2001
J. C. Bradford & Co.   1981 - 1999

Skills
Investment Banking, Corporate Finance, Wealth Management, Mergers, Valuation, Financial Modeling, Investments, Equities, Asset Managment, Series 7, Series 24

Education
Harvard Business School   1978 — 1980
MBA

University of Virginia   1973 — 1977
Bachelor of Arts (BA), Religious Studies

Vincent Connelly Vincent Connelly Greater Denver Area Details
Vincent Connelly's The Robinson-Humphrey Company Experience February 1992 - June 1998
Job Owner VFC Company, LLC
Industry Oil & Energy
Experience
VFC Company   June 1998 - Present
ReOil Energy Partners   December 2013 - January 2015
Shaeffner Miller Hastings Connelly & Co, LLC   July 2004 - December 2013
The Robinson-Humphrey Company   February 1992 - June 1998
Hoenig and Company, Inc   May 1990 - February 1992
Capital Institutional Services, Inc  August 1987 - May 1990

Skills
Energy, New Business Development, Renewable Energy, Capital Markets, Commodity, Emerging Markets, Energy Industry, Mergers, Mutual Funds, Trading, Joint Ventures, Drilling, Due Diligence, Venture Capital, Business Development, Private Equity, Investments, Contract Negotiation, Business Strategy, Strategic Planning, Mergers & Acquisitions

Education
SMU   1983 — 1987
Bachelor of Business Administration (BBA), Business/Commerce, General

Southern Methodist University, Cox School of Business. BBA   1983 — 1987
Bachelor of Business Administration (BBA), Business

Harriott Kelly Harriott Kelly Greater Atlanta Area Details
Harriott Kelly's The Robinson-Humphrey Company Experience 1991 - August 1995
Job Executive Assistant at The Rainmaker Group
Industry Computer Software
Experience
The Rainmaker Group  June 2009 - Present
The Robinson-Humphrey Company   1991 - August 1995

Education
Emory University   1973 — 1977
Bachelor of Science (BS), Biology, General

St. Timothy's School   1969 — 1973

Kristen Wilcox Jaros Kristen Wilcox Jaros Austin, Texas Details
Kristen Wilcox Jaros's The Robinson-Humphrey Company Experience 1997 - 2000
Job Director, Product Management, Crimson Performance Technologies at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company  August 2014 - Present
Civitas Learning  October 2013 - April 2014
Double Line Inc.  2009 - 2013
Michael & Susan Dell Foundation  2005 - 2007
San Diego Unified School District  2003 - 2005
ThinkEquity Partners  2001 - 2002
Merrill Lynch  2000 - 2001
The Robinson-Humphrey Company   1997 - 2000

Skills
Project Management, Product Management, Strategy, Educational Technology, Education Reform, Consulting, Finance

Education
The Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance

University of Virginia
Bachelor of Science (B.S.), Accounting

Vickie Hickam Vickie Hickam Greater Atlanta Area Details
Vickie Hickam's The Robinson-Humphrey Company Experience May 1985 - June 1993
Job Partner/Director of Business Development at The Moorings Group
Industry Investment Management
Experience
The Moorings Group   July 2011 - Present
Ridgeview Charter School   August 2006 - June 2011
Citigroup  July 1998 - February 2005
Smith Barney  June 1993 - July 1998
The Robinson-Humphrey Company   May 1985 - June 1993
Prudential Securities  May 1980 - May 1985

Skills
Nonprofits, Business Development, Strategic Planning, Teaching, Tutoring, Training, Bloomberg, Financial Analysis, Fixed Income, Investments, Management Consulting, Securities, Portfolio Management, Financial Structuring, Team Building, Capital Markets, Organization, Investment..., Analysis, Christian Ministry, Christian Education

Education
Georgia State University   2006 — 2008
M. Ed., Middle School Math & Science

Oglethorpe University   2003 — 2005
B. A., Organizational Management

Ed McCrady Ed McCrady Greater Atlanta Area Details
Ed McCrady's The Robinson-Humphrey Company Experience August 1989 - March 2000
Job Cofounder and Board Member at Independent Association of PODS Franchisees
Industry Logistics and Supply Chain
Experience
Independent Association of PODS Franchisees   January 2007 - Present
Atlanta Storage Partners, LLC d.b.a. PODS   May 2002 - Present
PODS  May 2002 - Present
Robertson Stephens  2000 - 2001
The Robinson-Humphrey Company   August 1989 - March 2000
SunTrust Robinson Humphrey  1989 - 2000

Skills
IPO, New Business Development, Mergers, Financial Analysis, Financial Modeling, Contract Negotiations, Investment Banking, Logistics, Acquisitions, Business Development, Business Planning, Business Strategy, Contract Management, Contract Negotiation, Corporate Finance, Divestitures, Due Diligence, Entrepreneurship, Executive Management, Finance, Human Resources, Investments, LBO, Management, Mergers, Private Placements, Small Business, Start-ups, Strategic Planning, Strategy

Education
Northwestern University - Kellogg School of Management   2008 — 2009
MBA, Finance

University of Virginia   1981 — 1985
B.S., Commerce

John B Moore John B Moore Rutherfordton, North Carolina Details
John B Moore's The Robinson-Humphrey Company Experience 1984 - 1992
Job Father, Grandfather, Husband
Industry Financial Services
Experience
HIdden HIlls   2008 - 2013
Visual Artist Guiild   2007 - 2013
SCORE "Counselors to America's Small Business"   January 2011 - September 2012
Moore's Eden   2001 - 2012
Rutherford Roundtable   2007 - 2011
RC Habitat for Humanity   2005 - 2010
Wachovia Securities Financial Network  1998 - 2001
Morgan Keegan  1992 - 1998
The Robinson Humphrey Company  1984 - 1992
BEI Holdings   1987 - 1991

Skills
Series 7, Series 63, series 24, Financial Operations, Investment Banking, Equity Research, Financial Services, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Alternative Investments, Small Business, Private Placements, Asset Management, Private Equity, Banking, Credit, Capital Markets

Education
Georgia State University   1977 — 1978
Finance, Economics, Accounting

Georgia State University   1969 — 1976
BBA, Finance, Accounting, Economics

Ringgold High   1961 — 1964
High School

William Michalak William Michalak Greater Atlanta Area Details
William Michalak's The Robinson-Humphrey Company Experience 1981 - 1986
Job President at Alcedine Consulting, LLC
Industry Financial Services
Experience
Alcedine Consulting, LLC   June 2012 - Present
Halcyon Southeast, LLC   April 2010 - June 2012
Tower Tax Credits, LLC   September 2008 - November 2011
Stateside Capital   June 2004 - September 2007
Wachovia Securities, LLC  1996 - 1999
The Robinson-Humphrey Company   1981 - 1986

Skills
Affordable Housing, Program Management, Mergers, Investments, Customer Service, Real Estate, Bill Michalak, a...

Education
LIU Post   1973 — 1975
MBA, Finance

Villanova University   1968 — 1972
BA, History

Mark Loeffler Mark Loeffler Greater Atlanta Area Details
Mark Loeffler's The Robinson-Humphrey Company Experience February 2000 - July 2001
Job Managing Director at VRA Partners, LLC
Industry Investment Banking
Experience
VRA Partners, LLC  2006 - Present
SunTrust Robinson Humphrey  July 2001 - March 2006
The Robinson Humphrey Company  February 2000 - July 2001
Powell Goldstein LLP  June 1995 - January 2000
Jones Day  July 1989 - May 1995

Skills
Private Equity, Investment Banking, Capital Markets, Valuation, Private Placements, Mergers, LBO, Corporate Finance, Recapitalizations, Financial Modeling, Venture Capital, Equities, Due Diligence, Capital Raising, Financial Structuring, Leveraged Finance, Mergers & Acquisitions, Corporate Development, M&A experience, Securities, Business Valuation, Structured Finance, IPO, Equity Research, Divestitures, Growth Capital, Mezzanine

Education
University of Georgia School of Law   1986 — 1989
J.D., Securites; Corporate Finance

The University of Georgia   1983 — 1989
BBA; JD, Corporate Finance; Law

University of Georgia - Terry College of Business   1983 — 1986
B.B.A, Corporate Finance

Chris Parks Chris Parks Richmond, Virginia Area Details
Chris Parks's The Robinson-Humphrey Company Experience November 1993 - June 1995
Job President, Brink's Canada
Industry Logistics and Supply Chain
Experience
The Brink's Company  April 2010 - Present
Wells Fargo Securities  August 1996 - February 2010
Kensington Capital, LLC   April 2002 - October 2006
The Robinson-Humphrey Company   November 1993 - June 1995
SunTrust Bank  July 1991 - November 1993

Skills
Strategic Planning, Investment Banking, Entrepreneurship, Business Strategy, Enterprise Risk..., Global Strategy, Management, Finance, Due Diligence, Management Consulting, Operations Management, Mergers & Acquisitions, Strategy, Business Development, Global Marketing, Cross-functional Team..., Mergers, Process Improvement, Analysis, Investments, Leadership, Valuation, Acquisition Integration, Negotiation

Education
Northwestern University - Kellogg School of Management   1995 — 1996
MBA, Kellogg School of Management, 3.9/4.0

University of Virginia   1987 — 1991
BS McINTIRE SCHOOL OF COMMERCE, Commerce

David Weiskircher David Weiskircher Greater Atlanta Area Details
David Weiskircher's The Robinson-Humphrey Company Experience 1978 - 1981
Job Photographer at Flying Geese Productions
Industry Law Practice
Experience
Flying Geese Productions   1970 - Present
Flying Geese Productions   1970 - Present
Page Perry LLC  May 1989 - August 2014
Prudential Securities  1985 - 1989
The Robinson-Humphrey Company   1978 - 1981

Skills
Arbitration, Mediation, Securities Litigation, Litigation, Civil Litigation, Securities Regulation, Commercial Litigation, Alternative Dispute..., Legal Research, Dispute Resolution, Fraud, Appeals, Dispute, Corporate Law, Trials

Education
Georgia State University   1981 — 1985
BA, English, History, Archeology

Sherry Perchik, CFA Sherry Perchik, CFA Greater Atlanta Area Details
Sherry Perchik, CFA's The Robinson-Humphrey Company Experience August 1986 - August 1989
Job Vice President, Financial Advisor, Premier Wealth Management Group, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
J.P. Morgan   January 2010 - January 2015
AEGON  August 2006 - June 2009
AEGON  December 2001 - August 2006
Darwin Networks, Inc.   February 1999 - November 2000
First Chicago Capital Markets, Inc.   August 1993 - August 1997
The Robinson-Humphrey Company   August 1986 - August 1989

Skills
Fixed Income, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Capital Markets, Asset Allocation, Asset Managment, Financial Modeling, Derivatives, Equities, Securities, Risk Management, Finance, Asset Management

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA, Business/Finance

Tulane University - A.B. Freeman School of Business   1982 — 1986
BSM, Business/Finance

The Montgomery Academy   1970 — 1982
High School Diploma

Lisa Blackstone Lisa Blackstone Greater Atlanta Area Details
Lisa Blackstone's The Robinson-Humphrey Company Experience 1980 - 1987
Job Attorney, Lisa B. Blackstone, LLC
Industry Law Practice
Experience
The Horse Show App   April 2011 - Present
Horse And Rider Club   April 2007 - Present
Lisa B. Blackstone, LLC   January 2006 - Present
Blackburn, Sloan and Adair   January 1999 - March 2005
Onyx Arabians Horse Farm   January 1986 - January 1995
The Robinson Humphrey Company  1980 - 1987

Education
University of Georgia School of Law   1994 — 1997
J.D.

University of Georgia School of Law   1994 — 1997
jd

Perry D. Walter, CFA, ASA Perry D. Walter, CFA, ASA Greater Atlanta Area Details
Perry D. Walter, CFA, ASA's The Robinson-Humphrey Company Experience January 1996 - March 2001
Job Managing Director at HDH Advisors LLC (formerly HH Advisors)
Industry Financial Services
Experience
inCode Telecom   March 2007 - May 2009
Digital Media Investigations   January 2005 - November 2006
Valiant Ventures   March 2001 - January 2005
The Robinson Humphrey Company  January 1996 - March 2001
Raymond James Financial  September 1993 - December 1995

Skills
Mergers, Business Appraisal and..., Financial Reporting, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Shareholder, Corporate Development, Management Consulting, Financial Analysis, Business Valuation, Business Strategy, Business Planning, Strategy, Strategic Planning, Business Modeling, Valuation, Mergers & Acquisitions, Telecommunications, Equity Research, Competitive Analysis, Finance, Entrepreneurship, Investments, Restructuring, IPO, Portfolio Management, Strategic Financial..., Start-ups, Business Development, Executive Management, Securities, Management, Corporate Finance, Financial Advisory, Consulting, Analysis, Tax, Acquisition Integration, Capital, Investment Banking, Divestitures, M&A experience, Asset Management, Forensic Accounting, Financial Structuring, Alternative Investments, LBO, Estate Planning

Education
University of North Carolina at Chapel Hill   1991 — 1993
MBA

University of Virginia   1983 — 1987
BA

Donald Moody Donald Moody Raleigh-Durham, North Carolina Area Details
Donald Moody's The Robinson-Humphrey Company Experience August 1985 - September 1997
Job Financial Planner
Industry Financial Services
Experience
Homrich Berg  March 2005 - January 2009
Banc of America Investments  November 2002 - December 2004
IJL Wachovia Securities   January 1998 - March 2002
The Robinson-Humphrey Company   August 1985 - September 1997
International Association for Financial Planning, Inc.   June 1981 - July 1985
Coopers & Lybrand  January 1978 - May 1981

Skills
Strategic Financial..., Investments, Wealth Management, Asset Managment, Retirement Planning, Investment Strategies, Risk Management, Portfolio Management, Financial Analysis, High Net Worth..., Asset Allocation, Investment Advisory, Investment Management, Wealth Management...

Education
Bowling Green State University
BSBA, Selling & Sales Management

University of South Carolina - Darla Moore School of Business
MBA & MA, Financial Management & Accounting

Mark Truchan Mark Truchan Hingham, Massachusetts Details
Mark Truchan's The Robinson-Humphrey Company Experience April 1996 - April 2000
Job Senior Technology Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2005 - Present
Heirloom Capital, LP   April 2004 - May 2005
SAC Capital Advisors, LLC  April 2002 - April 2004
ABN AMRO Securities LLC   April 2000 - April 2003
The Robinson Humphrey Company  April 1996 - April 2000
Fidelity Investments  April 1994 - April 1996
Smith Barney Shearson  April 1993 - April 1994
Merrill Lynch Capital Markets  August 1991 - April 1993

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Business Analysis, Project Management, Leadership, Investments, Finance, Process Improvement, Strategic Planning

Education
Duke University - The Fuqua School of Business   1989 — 1991
Master's Degree, Business Administration and Management, General

Muhlenberg College   1981 — 1985
Bachelor's Degree, Business/Managerial Economics

Nutley High School   1981 — 1985
High School

Dan Newsome Dan Newsome Greater Atlanta Area Details
Dan Newsome's The Robinson-Humphrey Company Experience June 1983 - November 1989
Job Senior Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors  October 2007 - Present
A.G. Edwards and Sons (A predecessor firm of Wells Fargo Advisors, LLC)   November 1989 - October 2007
The Robinson Humphrey Company  June 1983 - November 1989

Skills
Investments, Retirement Planning, Asset Allocation, Investment Planning, Pensions, IRAs, Fixed Income, Strategic Investment...

Education
Davidson College   1979 — 1983
BA, Economics

Ken Mathis, AIFA®, PPC™, CEFEX Analyst Ken Mathis, AIFA®, PPC™, CEFEX Analyst Greater Memphis Area Details
Ken Mathis, AIFA®, PPC™, CEFEX Analyst's The Robinson-Humphrey Company Experience January 1985 - March 1986
Job COO, CCO, Integrity, Forward thinking, Visionary, Strategic leader that makes the complex simple, Growth Strategist.
Industry Financial Services
Experience
Hardy Reed, LLC   March 2012 - Present
Ken Mathis & Associates   October 2009 - March 2012
Valhalla Capital Partners, LLC   December 2005 - December 2011
Hilliard Lyons Asset Management   September 2002 - April 2006
Hilliard Lyons  June 1999 - August 2002
Morgan Keegan  June 1987 - May 1999
The Robinson-Humphrey Company   January 1985 - March 1986
Merrill Lynch  1983 - 1985
Merrill Lynch  1981 - 1983

Skills
Investment Advisory, Business Strategy, Strategic Planning, Sales Management, Management, P&L Management, Fiduciary Management, Business Analysis, Growth Strategies, Revenue & Profit Growth, Communication, Project Management, Product Management, Problem Solving, Organizational..., Thought Leadership, Strategic Leadership, Cross-functional Team..., Change Management, Coaching, Simplifying the Complex, Organizational..., New Business Development, Staff Development, High Performance Teams, Performance Management, Recruiting, Training & Development, Competitive Intelligence, Competitive Marketing..., Competitive..., Competitive Advantage, Business Analytics, Entrepreneurship, Collaborative Leadership, Customer Driven, Success Driven, Challenge Driven, Investments, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Finance, Leadership

Education
The University of Memphis   1976 — 1980
B.B.A., Business, Management, Marketing

fi360   2012 — 2012
AIFA®, (Accredited Investment Fiduciary Analyst®), Investment Fiduciary Responsibility

Robert Morris University   2013 — 2013
PPC™ - Professional Plan Consultant, Retirement Plans

University of Pennsylvania - The Wharton School   1986 — 1986
Executive Education, Pension & Investment Management

Scott Buschmann Scott Buschmann Greater Atlanta Area Details
Scott Buschmann's The Robinson-Humphrey Company Experience July 1998 - June 2001
Job Principal at Kian Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Kian Capital Partners, LLC   November 2013 - Present
Arcapita Inc.   July 2001 - November 2013
The Robinson-Humphrey Company   July 1998 - June 2001

Education
Emory University - Goizueta Business School   2007 — 2008
MBA

Duke University   1994 — 1998
B.A., Economics

Jacinda Norvell Jacinda Norvell Greater Atlanta Area Details
Jacinda Norvell's The Robinson-Humphrey Company Experience August 1994 - January 1996
Job SVP, National Sales Manager at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust  September 2013 - Present
SunTrust Investment Services  1997 - September 2013
INVESCO  1996 - 1997
The Robinson Humphrey Company  August 1994 - January 1996

Skills
Strategic Planning, Team Leadership, Management, Project Management, Business Strategy, Business Development, Leadership Development, Marketing, Event Management, Organizational...

Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Accounting

Rick May Rick May Greater Atlanta Area Details
Rick May's The Robinson-Humphrey Company Experience 1984 - 1994
Job Investment Consultant and Manager for Institutional Investors and High Net Worth Individuals
Industry Financial Services
Experience
678-361-6665   September 2013 - Present
F.D. May Investment Consultiing   February 2009 - September 2013
First Allied Securities, Inc.   February 2008 - January 2013
Bernstein Global Wealth Management  May 2006 - June 2007
Trim Tabs Investment Research   February 2005 - May 2006
Ned Davis Research, Inc.   May 1994 - June 2004
The Robinson Humphrey Company  1984 - 1994

Skills
Alternative Investments, Wealth Management, Relationship Management, Portfolio Management, Private Equity, Hedge Funds, Asset Management, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Equities, Series 7, Series 24, Financial Planning, Venture Capital, Retirement Planning, New Business Development, Estate Planning, Due Diligence/Compliance, Investment Advisory, Investments, Due Diligence, Retirement, Valuation, Mutual Funds, Strategic Financial..., High Net Worth..., Finance, Trading, Securities, Wealth, Investment Management, Fixed Income, Banking, Series 63, Capital Markets, Equity Research, ETFs, Financial Advisory, Wealth Management...

Education
University of Tennessee-Knoxville - College of Business Administration   1975 — 1977
MBA, Finance

Haslam College of Business at the University of Tennessee   1971 — 1975
BSBA, Marketing

Charles Wellborn Charles Wellborn Greater Atlanta Area Details
Charles Wellborn's The Robinson-Humphrey Company Experience 1989 - 1990
Job Private Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Investment Management
Experience
SunTrust Investment Services, Inc.   July 2002 - Present
SunTrust  2000 - Present
SunTrust Bank  2000 - 2009
Wells Fargo  April 1992 - July 2002
Interstate Johnson Lane  1992 - 1998
The Robinson Humphrey Company  1989 - 1990

Education
Georgia State University - J. Mack Robinson College of Business   1983 — 1987

University of Alabama

Pace Academy   1976 — 1983

Jamie Hubbard Jamie Hubbard Atlanta, Georgia Details
Jamie Hubbard's The Robinson-Humphrey Company Experience 1993 - 1997
Job Chapter Administrator at World Presidents' Organization Rebel Chapter
Industry Civic & Social Organization
Experience
World Presidents' Organization - Rebel Chapter   September 2012 - Present
INVESCO North America Institutional Marketing   September 1997 - December 2007
INVESCO  1997 - 2007
INVESCO RETIREMENT PLAN SERVICES  January 1997 - January 2003
Robinson Humphrey Co   January 1994 - January 1997
Smith Barney  1993 - 1997
The Robinson Humphrey Company  1993 - 1997

Skills
Leadership

Education
University of Georgia   1993 — 1997
B.A, Journalism

The University of Georgia   1989 — 1993

The University of Georgia   1989 — 1993

Don Taylor Jr Don Taylor Jr Greater Atlanta Area Details
Don Taylor Jr's The Robinson-Humphrey Company Experience 1986 - 1989
Job Principal at The Beckwith Group
Industry Management Consulting
Experience
The Beckwith Group   2007 - Present
ADP  2004 - 2007
ADP  2002 - 2004
AtWork Technologies  1998 - 2002
The Beckwith Group   1995 - 1997
Brock Control Systems  1993 - 1995
Lincoln National Corp   1989 - 1993
The Robinson-Humphrey Company   1986 - 1989

Education
Georgia Institute of Technology

Georgia State University

Gregory Hagood Gregory Hagood Greater Atlanta Area Details
Gregory Hagood's The Robinson-Humphrey Company Experience 1992 - 2006
Job Senior Managing Director at SOLIC Capital Advisors, LLC
Industry Investment Banking
Experience
SOLIC Capital Advisors, LLC   January 2014 - Present
Navigant capital Advisors  August 2006 - December 2013
SunTrust Robinson Humphrey  March 1992 - September 2006
The Robinson Humphrey Company  1992 - 2006

Skills
Corporate Finance, Investment Banking, Credit, Acquisitions, Financial Services, Management, Mortgage Lending, Private Equity, Valuation, Venture Capital, Financial Modeling, Business Valuation, Capital Markets, Corporate Development, Due Diligence

Education
Northwestern University - Kellogg School of Management   1994 — 1995
M.M., Finance

University of Virginia   1986 — 1990
BS, Commerce

Jonathan Braatz Jonathan Braatz Greater Atlanta Area Details
Jonathan Braatz's The Robinson-Humphrey Company Experience November 1989 - January 1995
Job Atlanta, Ga
Industry Financial Services
Experience
Morgan Stanley  June 2008 - Present
Wachovia Securities  January 2000 - June 2008
J.C. Bradford & Co   January 1995 - January 2000
The Robinson Humphrey Company  November 1989 - January 1995

Skills
Mergers, Mutual Funds, Securities, Investments, Finance, Equities, Portfolio Management, Series 7, Series 63

Education
Auburn University, College of Business   1984 — 1989
BS, Finance

Bill Sherman Bill Sherman Greater Atlanta Area Details
Bill Sherman's The Robinson-Humphrey Company Experience 1992 - 2006
Job Managing Director and CEO at VRA Partners
Industry Investment Banking
Experience
VRA Partners   2006 - Present
The Robinson-Humphrey Company   1992 - 2006

Education
Harvard Business School   1980 — 1982

University of Virginia   1972 — 1976

Reid Zeising Reid Zeising Greater Atlanta Area Details
Reid Zeising's The Robinson-Humphrey Company Experience 1993 - 1999
Job Managing Partner at Cherokee Funding LLC
Industry Venture Capital & Private Equity
Experience
Cherokee Advisors   September 2005 - Present
Cherokee Funding LLC   November 2010 - Present
Dixie Restaurant Group   2011 - 2014
Young Presidents' Organization  2008 - 2012
Back Yard Burgers  2007 - 2011
The Robinson Humphrey Company  1993 - 1999

Skills
Entrepreneurship, Restaurants, Food Service, Leadership Development, Small Business, Restaurant Management, Business Planning, Strategic Planning, Management Consulting, Hospitality, Public Speaking, Venture Capital, Organizational..., Business Strategy, Start-ups, Food & Beverage, Team Building, Event Planning, Marketing Strategy, Coaching, Mergers & Acquisitions, Leadership, Strategy, Management, New Business Development

Education
University of Michigan   1985 — 1989
BA, International Economics - Far East

ASIJ   1979 — 1984

Harvard Business School

John Leffel John Leffel Greater Boston Area Details
John Leffel's The Robinson-Humphrey Company Experience 1995 - 2001
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James and Associates  2001 - Present
The Robinson Humphrey Company  1995 - 2001
Oppenheimer & Co.   1989 - 1995
Paine Webber  1983 - 1989

Education
Cornell University - Johnson Graduate School of Management   1981 — 1983
MBA, Finance and Marketing

Hobart and William Smith Colleges   1974 — 1979
BA, History

Loomis Chaffee   1971 — 1974

Matt Caine Matt Caine Atlanta, Georgia Details
Matt Caine's The Robinson-Humphrey Company Experience 1999 - 2002
Job Managing Director at SOLIC Capital Advisors
Industry Investment Banking
Experience
SOLIC Capital Advisors   January 2014 - Present
Navigant Capital Advisors  2005 - December 2013
Casas, Benjamin & White, LLC   2002 - 2005
The Robinson-Humphrey Company   1999 - 2002
First Tennessee Bank  1995 - 1997
First Tennessee Bank  1992 - 1994

Skills
Investment Banking, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Equities, Restructuring, Hedge Funds, Venture Capital, Alternative Investments, Leveraged Finance, Valuation, Equity Research, Corporate Development, Emerging Markets

Education
University of Chicago Graduate School of Business   1997 — 1999
Master of Business Administration (M.B.A.), Finance and Accounting

Vanderbilt University   1988 — 1992
Bachelor of Arts (B.A.), Mathematics, Business Administration (minor)

The McCallie School   1982 — 1988
High School Diploma

John A. Wallace, Jr. John A. Wallace, Jr. Greater Atlanta Area Details
John A. Wallace, Jr.'s The Robinson-Humphrey Company Experience August 1989 - June 1993
Job General Manager at Kraft Foods
Industry Consumer Goods
Experience
Kraft Foods  March 2012 - January 2013
AutoTrader.com  February 2011 - March 2012
Georgia-Pacific LLC  April 2007 - June 2010
The Boston Consulting Group  June 1994 - April 2007
The Robinson-Humphrey Company   August 1989 - June 1993

Skills
Wal-Mart, Shopper Marketing, Consumer Insights, Segmentation, Analytics, Retail, Category Management, Pricing, Marketing Research, FMCG, Acquisition Integration, Strategy Development, P&L Management, Business Strategy, Marketing Strategy, Cross-functional Team..., Product Strategy, Market Research, Strategic Planning, Product Development, New Business Development, Brand Development, Business Planning, Mergers, Organizational Design, Product Management, Management Consulting, Sales Management, Marketing Communications, Contract Negotiations, Organizational..., Negotiation, Financial Analysis, Change Management, Team Leadership, Promotions, Financial Modeling, Team Building, Competitive Analysis, Manufacturing, Operations Management, Budgeting, Business Intelligence, Business Modeling, Product Marketing, Strategy, Leadership, Consumer Products, Consumer Insight, Management

Education
Harvard Business School   1993 — 1995
MBA, Marketing, Finance, General Mgt

Princeton University   1985 — 1989
English, English, Economics, Mathematics

The Westminster Schools   1978 — 1985
High School Diploma

Mary O. Pitts Mary O. Pitts Greater Atlanta Area Details
Mary O. Pitts's The Robinson-Humphrey Company Experience 1979 - 1998
Job Consultant
Industry Investment Management
Experience
Wallace Stewart, LLC   April 2010 - Present
Raymond James & Associates  1998 - 2010
The Robinson Humphrey Company  1979 - 1998

Skills
Business Strategy, Portfolio Management, Hedge Funds, Management Consulting, Private Equity, Project Management, Strategic Planning, Fixed Income, Financial Analysis, Change Management, Risk Management, Strategy, Mergers & Acquisitions, Capital Markets, Alternative Investments, Derivatives, Wealth Management, Securities, Trading, Social Media

Education
Woodrow Wilson College of Law
JD, cum laude

Stetson University
BA, English

University of Wales, Bangor
Honors English and Honors Linguistics

Rocky Cho Rocky Cho Greater Atlanta Area Details
Rocky Cho's The Robinson-Humphrey Company Experience 1998 - 2000
Job Principal at RMSA Retail Solutions
Industry Venture Capital & Private Equity
Experience
Diagram Partners, LLC   April 2010 - Present
RMSA Retail Solutions  April 2010 - Present
Arcapita  2006 - 2009
Harbert Management Corporation  October 2005 - September 2006
Southeastern Technology Fund   June 2000 - June 2003
The Robinson-Humphrey Company   1998 - 2000

Skills
Venture Capital, Valuation, Private Equity, Corporate Development, LBO, Private Placements

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2003 — 2005
MBA

Georgetown University   1994 — 1998
BSBA, Finance and Government

Westminster Schools

Halsey Wise Halsey Wise Ponte Vedra Beach, Florida Details
Halsey Wise's The Robinson-Humphrey Company Experience 1994 - 1997
Job Chairman & CEO Lime Barrel Advisors
Industry Investment Management
Experience
MedAssets  February 2015 - Present
MedAssets  March 2014 - Present
Lime Barrel Advisors   November 2010 - Present
Acxiom  July 2006 - December 2011
Intergraph Corporation  July 2003 - November 2010
Solutions 6 Group North America   2000 - June 2003
Computer Management Sciences, Inc  1997 - 2000
The Robinson-Humphrey Company   1994 - 1997

Skills
Enterprise Software, Executive Management, IPO, Mergers, Mergers & Acquisitions, Business Planning, Strategy, Start-ups, Program Management, Venture Capital, Strategic Partnerships, Entrepreneurship, Business Development, SaaS, Business Strategy, Management Consulting, Strategic Planning, Product Marketing, Product Management, Competitive Analysis

Education
Northwestern University - Kellogg School of Management   1992 — 1994
MBA, Finance, Marketing

University of Virginia   1983 — 1987
BA, History

Episcopal High School, Alexandria,VA   1980 — 1983

Lawrence Williford Lawrence Williford Macon, Georgia Details
Lawrence Williford's The Robinson-Humphrey Company Experience March 2000 - March 2007
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management  March 2007 - Present
The Robinson-Humphrey Company   March 2000 - March 2007
The Robinson-Humphrey Co   February 1991 - March 2000

Education
The University of Georgia   1971 — 1975
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance

Stratford Academy   1967 — 1971

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