Trusco Capital Management

Industry: Company

Description

Headquarters: Atlanta, GA Founded: 1984 Parent organizations: SunTrust Banks, Virtus Investment Partners Inc. Subsidiaries: Seix Investment Advisors LLC,

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Trusco Capital Management Employees

Employee
Years
Job
Industry
Chris Paolella Chris Paolella Greater Atlanta Area Details
Chris Paolella's Trusco Capital Management Experience February 2000 - June 2006
Job Managing Partner at Liquid Strategies, LLC
Industry Investment Management
Experience
Liquid Strategies, LLC   September 2014 - Present
Perimeter Capital Management  June 2006 - August 2014
Trusco Capital Management   February 2000 - June 2006
Great-West Life and Annuity Insurance Company  June 1985 - February 2000

Skills
Alternative Investments, Asset Allocation, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Equities, Mutual Funds, Fixed Income, Investments, Pensions, Asset Managment, Wealth Management, Series 65, Client Service

Education
University of Richmond   1981 — 1985
BA, Economics

Debra Hooper Debra Hooper Greater Nashville Area Details
Debra Hooper's Trusco Capital Management Experience March 2002 - September 2008
Job Senior Vice President at The Bank of Nashville
Industry Financial Services
Experience
Synovus Bank of Nashville   February 2015 - Present
SunTrust Bank  June 2012 - January 2015
Middle Tennessee Employee Benefit Council   2012 - 2013
SunTrust Bank  January 2010 - June 2012
SunTrust Bank  September 2008 - January 2010
Trusco Capital Management   March 2002 - September 2008
Fifth Third Bank  June 2002 - March 2004
Regions Financial Corporation  May 1989 - June 2002
First Tennessee Bank  February 1982 - May 1989

Skills
Leadership, Business Development, Consumer Lending, Cash Management, Securities, Retirement, Financial Modeling, Private Banking, Credit Risk, Estate Planning, Loan Origination, Strategic Planning, Alternative Investments, Insurance, Wealth Management..., Corporate Finance, Capital Markets, Mortgage Banking, Mergers & Acquisitions, Valuation

Education
University of Pennsylvania - The Wharton School   1990 — 1995
Certification as CEBS, Employee Benefits

Birmingham-Southern College   1982 — 1985
Trust School Graduate, Trust and Investments

Haslam College of Business at the University of Tennessee   1976 — 1980
Bachelor of Science, Banking & Finance

Charles East Charles East Greater Atlanta Area Details
Charles East's Trusco Capital Management Experience December 2005 - December 2006
Job Equity Research Analyst at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank  February 2013 - Present
Certium Asset Management   January 2007 - January 2013
Trusco Capital Management   December 2005 - December 2006
Trusco Capital Management   October 2004 - December 2005

Skills
Portfolio Management, Equity Research, Investments, Investment Strategies, Asset Allocation, Investment Management, Equities, Asset Managment, Financial Analysis, Valuation, Mutual Funds, Financial Modeling, Equity Research Analysis, Equity Valuation, Asset Management, Bloomberg, Alternative Investments

Education
The University of Georgia   2000 — 2002
Master's degree, IT

Augusta State University   1998 — 2000
BS, Physics

Elizabeth K. Wilson Elizabeth K. Wilson Greater Philadelphia Area Details
Elizabeth K. Wilson's Trusco Capital Management Experience 2001 - 2004
Job Sales Manager
Industry Investment Management
Experience
Vanguard  2011 - Present
RidgeWorth Investments  2007 - 2010
Trusco Capital Management, Inc   2004 - 2007
Trusco Capital Management   2001 - 2004
SunTrust Banks, Inc  1998 - 2001
SunTrust Banks Inc  1995 - 1998
SunTrust Bank  1993 - 1995

Skills
Investments, Mutual Funds, Retirement, Business Development, Leadership, Asset Management, Strategy, Mergers & Acquisitions, Financial Services, Management, Portfolio Management, Product Marketing, Finance, Investment Management, Wealth Management, Retirement Planning, Banking, Cross-functional Team...

Education
Vanderbilt University - Owen Graduate School of Management
MBA, Finance & Accounting

Randolph-Macon Woman's College
BA, Mathematics

Dara Day Dara Day Greater Atlanta Area Details
Dara Day's Trusco Capital Management Experience July 2006 - March 2008
Job National Accounts at Asset Management Firm
Industry Investment Management
Experience
Asset Management Firm  January 2014 - Present
Asset Management Firm  July 2010 - December 2013
RidgeWorth Capital Management  July 2006 - July 2010
Trusco Capital Management   July 2006 - March 2008
SunTrust Investment Services, Inc.   2004 - 2006
Atlanta Humane Society  2002 - 2004

Skills
Series 7, Series 66, Series 24, Mutual Funds, Compliance, Sales, Wholesale, National Accounts, 1940 Act, Fund Administration, Defined Contribution, Wealth Management, Financial Services

Education
Berry College   1995 — 1999
Bachelor's degree, Communication, Journalism, and Related Programs

Chattahoochee HS   1992 — 1994

North Atlanta High School   1990 — 1992

Holly Monday Holly Monday Washington D.C. Metro Area Details
Holly Monday's Trusco Capital Management Experience 1999 - 2006
Job Vice President and Sales Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank  April 2006 - Present
SunTrust Bank  June 1993 - April 2006
Trusco Capital Management   1999 - 2006
Commercial National Bank  1984 - 1990

Education
Bradley University   1987 — 1990

Illinois Central College

Taina Perez Taina Perez Orlando, Florida Details
Taina Perez's Trusco Capital Management Experience May 1998 - May 2002
Job
Industry Investment Management
Experience
Commerce National Bank & Trust   January 2006 - June 2011
SunTrust Bank  April 2003 - January 2006
Trusco Capital Management   May 1998 - May 2002
SunTrust Bank  February 1997 - May 1998

Skills
Wealth Management, Banking, Microsoft Excel, Account Management, Spanish, Outlook, Strategic Planning, Leadership, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Event Planning, Time Management, Public Speaking, Team Building, Marketing

Education
Grand Canyon University   2010 — 2014
Bachelor of Business Management, Business Administration and Management, General

Faith Christian University   2006 — 2009
Bachelor, Pastoral Leadership

Kay Doremus, CFA Kay Doremus, CFA Greater Seattle Area Details
Kay Doremus, CFA's Trusco Capital Management Experience November 1987 - September 1997
Job Sr. Financial Analyst Looking for new oppourtunity
Industry Financial Services
Experience
Looking for new oppourtunity   July 2010 - Present
JP Morgan Chase  October 2008 - July 2009
WaMu  August 2005 - October 2008
Banc of America Investments  July 2000 - May 2004
American Expresss Financial Group   September 1997 - June 2000
Trusco Capital Management   November 1987 - September 1997

Education
The University of Texas at Arlington   1976 — 1978

Tarleton State University   1972 — 1975
BBA, Business Management

CFA
CFA

Christopher Hall, CFP® Christopher Hall, CFP® Chattanooga, Tennessee Details
Christopher Hall, CFP®'s Trusco Capital Management Experience 2000 - 2002
Job AVP, TriNet Credit Officer
Industry Banking
Experience
FSG Bank  September 2013 - Present
Southern Champion Tray  January 2012 - September 2013
Burton Energy Group  September 2010 - December 2010
The Parton Group, Inc.   June 2008 - 2010
Benedict Financial Advisors, Inc.   March 2005 - June 2008
Trusco Capital Management   2000 - 2002
National Securities Corporation  1998 - 2000
Gulf Indonesia (Jakarta)   1997 - 1998
Deutsche Bank  1995 - 1997
Peak Pacific Energy Ventures (Singapore)   1995 - 1996

Skills
Business Development, Strategy, Financial Modeling, Mergers & Acquisitions, Investments, Risk Management, Mergers, Corporate Finance, Analysis, Due Diligence, Finance, Valuation, Financial Analysis, Strategic Planning, Portfolio Management

Education
Duke University
BA, Economics, 3.5 Economics; 3.3 overall

The George Washington University - School of Business
MBA, Finance, 3.8

Oglethorpe University
CFP®, Certified Financial Planner Program

Merlin Tolstyk, CFA Merlin Tolstyk, CFA Greater Atlanta Area Details
Merlin Tolstyk, CFA's Trusco Capital Management Experience November 2001 - November 2008
Job Portfolio Manager at IFS Securities
Industry Investment Management
Experience
IFS Securities  October 2014 - Present
Intown Financial Services   January 2014 - Present
Structured Capital, LLC   January 2009 - June 2014
Trusco Capital Management   November 2001 - November 2008
Semotus Solutions  2000 - 2001
Citigroup, Inc. – The Geneva Companies operating subsidiary   April 1998 - October 2000

Skills
Portfolio Management, Risk Management, Financial Analysis, Asset Allocation, Equities, Investment Banking, Valuation, Insurance, Investments, Leadership, Finance, Financial Modeling, Mergers & Acquisitions, Strategy, Hedge Funds, Mutual Funds, Equity Research, Asset Management

Education
Arizona State University - W. P. Carey School of Business   1996 — 1997
MBA, Finance

Loyola Marymount University   1989 — 1993
BA, Finance & Economics

St. Peter's Prep   1985 — 1989

Carrie Anne Tallman, CFA Carrie Anne Tallman, CFA Asheville, North Carolina Details
Carrie Anne Tallman, CFA's Trusco Capital Management Experience December 2003 - June 2006
Job
Industry Financial Services
Experience
Parsec Financial  October 2013 - Present
Perimeter Capital Management  January 2010 - September 2013
New York Life  February 2009 - December 2009
Perimeter Capital Management  June 2006 - December 2007
Trusco Capital Management   December 2003 - June 2006
Trusco Capital Management   March 2002 - December 2003

Skills
Asset Allocation, Investments, Investment Advisory, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Asset Managment, Wealth Management, Equity Research, Valuation, Investment Management, Securities, Financial Modeling, Finance, Trading

Education
University of Florida   1997 — 1999
MA

University of Florida   1993 — 1997
BS

Kris Pileggi Kris Pileggi Oviedo, Florida Details
Kris Pileggi's Trusco Capital Management Experience November 2000 - May 2007
Job Secretary at Seminole County Public Schools
Industry Individual & Family Services
Experience
Seminole County Public Schools  October 2014 - Present
Hacienda Village   August 2010 - June 2013
Seminole County Public Schools  August 2007 - May 2010
Trusco Capital Management   November 2000 - May 2007

Skills
Administrative..., Office Management, Outlook, Customer Service, Microsoft Office, Microsoft Excel, Office Administration, Microsoft Word, PowerPoint, Data Entry, Spreadsheets, Travel Arrangements, Telephone Skills, Invoicing, Process Scheduler

Education
ITT Technical Institute-Orlando
Associate of Science (A.S.)

Robert Corner Robert Corner Greater Atlanta Area Details
Robert Corner's Trusco Capital Management Experience May 2000 - March 2008
Job Senior Client Portfolio Manager at Invesco
Industry Investment Management
Experience
Edge Capital Partners, LLC  September 2010 - December 2012
StableRiver Capital Management   March 2008 - October 2010
Trusco Capital Management   May 2000 - March 2008
Crestar Asset Management Company   September 1996 - May 2000
First Union National Bank  July 1987 - September 1996

Skills
Fixed Income, Liquidity Management, Portfolio Management, Credit Analysis, Residential Mortgages, Commercial Mortgages, Trading, Client Development, Sales Process, Compliance, Performance Measurement, Strategic Thinking, Product Marketing, Relationship Management, Fixed Income Portfolio..., Teamwork, Capital Management, Asset Management, MBS, Due Diligence, Alternative Investments, Asset Allocation, Investment Management, Equities, Investment Strategies, Investments, Bonds, Investment Advisory

Education
Drexel University - LeBow College of Business   1983 — 1987

Carrie Gable Carrie Gable Fairburn, Georgia Details
Carrie Gable's Trusco Capital Management Experience June 2006 - June 2007
Job Records Clerk at Douglas County School District
Industry Education Management
Experience
Douglas County School District  August 2008 - Present
DiaTri  November 2007 - February 2008
Trusco Capital Management   June 2006 - June 2007
ANN INC.  January 2006 - June 2006

Skills
Retail Sales, Retail Management, Clerical Work, Direct Marketing, Administrative...

Education
The University of Georgia   2003 — 2005
Bachelor of Arts (BA), Sociology

Berry College   2001 — 2003

Oliver Cross Oliver Cross Charlotte, North Carolina Area Details
Oliver Cross's Trusco Capital Management Experience 2002 - 2008
Job Consultant at Carolinas Investment Consulting
Industry Investment Management
Experience
Carolinas Investment Consulting  August 2010 - Present
GenSpring Family Offices  June 2009 - August 2009
Trusco Capital Management   2002 - 2008

Skills
Investments, Hedge Funds, Investment Management, Asset Managment, Fixed Income, Portfolio Management, Due Diligence, Alternative Investments, Asset Allocation

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2010
MBA, Investment Management

Davidson College   1998 — 2002

Jeffrey D. Sharon, CFP, CIMA Jeffrey D. Sharon, CFP, CIMA New York, New York Details
Jeffrey D. Sharon, CFP, CIMA's Trusco Capital Management Experience June 2000 - June 2003
Job Vice President, Institutional Sales at OFI Institutional Asset Management
Industry Investment Management
Experience
OppenheimerFunds / OFI Institutional Asset Management   December 2010 - Present
Bank of America Merrill Lynch  June 2003 - January 2011
Trusco Capital Management   June 2000 - June 2003
Putnam Investments  March 1994 - June 2000

Skills
Investments, Asset Allocation, Mutual Funds, Series 63, Wealth Management, Investment Management, 401k, Portfolio Management, Investment Advisory, Financial Analysis, Alternative Investments, Retirement Planning, Financial Services, Finance, Fixed Income, Asset Management, Equities, Investment Strategies, Financial Modeling, Series 7, Series 6, Business Development, Capital Markets

Education
Florida Atlantic University   1989 — 1993
Bachelor of Science, Finance

Walter Lindsay Walter Lindsay Greater Atlanta Area Details
Walter Lindsay's Trusco Capital Management Experience January 2006 - November 2006
Job Investment Management Professional
Industry Investment Management
Experience
Herndon Capital Management  November 2011 - Present
Vestian Group Inc   June 2011 - November 2011
Madison Square Investors  November 2008 - January 2010
Hartford Investment Management  February 2007 - November 2008
Fidelity Investments  October 1988 - December 2006
Trusco Capital Management   January 2006 - November 2006

Education
Northeastern University
BA, Business

David Grachek David Grachek Asheville, North Carolina Area Details
David Grachek's Trusco Capital Management Experience February 2004 - January 2006
Job Senior Pastor at First Presbyterian Church
Industry Religious Institutions
Experience
First Presbyterian Church  September 2010 - Present
AT&T  April 2009 - Present
Riverplace Capital Management   January 2008 - January 2009
Trusco Capital Management   February 2004 - January 2006

Education
Gordon Conwell Theological Seminary   2005 — 2010
M.Div, Theology

University of Nebraska-Lincoln   1981 — 1986
BS, Finance

Jason Lina, CFA, CFP® Jason Lina, CFA, CFP® Greater Atlanta Area Details
Jason Lina, CFA, CFP®'s Trusco Capital Management Experience July 1998 - July 2001
Job Financial Planner at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group  November 2011 - Present
DCA Global Wealth Management   May 2004 - November 2011
Jefferson Pilot Financial  June 2003 - May 2004
Invesco  June 2002 - August 2002
Trusco Capital Management   July 1998 - July 2001

Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Investments, Estate Planning, Chartered Financial..., Certified Financial..., Alternative Investments, Hedge Funds, Equities, Fixed Income, Excel, Compliance, Financial Planners, Financial Advisory, Strategic Financial..., Client Education, Mutual Funds, Investment Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2001 — 2003
MBA, Business Administration and Management, General

Davidson College   1994 — 1998
Bachelor of Arts, History

Brian P. O'Connell Brian P. O'Connell Greater New York City Area Details
Brian P. O'Connell's Trusco Capital Management Experience January 2005 - July 2007
Job Client Development at KLS Diversified Asset Management LP
Industry Investment Management
Experience
KLS Diversified Asset Management LP  September 2014 - Present
Post Crossing Asset Management, LLC   May 2013 - Present
Spurwink River Consulting   February 2013 - May 2013
Cole Real Estate Investments  November 2011 - December 2012
DDJ Capital Management  2008 - 2011
Evergreen Investments  2007 - 2008
Trusco Capital Management   January 2005 - July 2007
Evergreen Investments  2007 - 2007
RogersCasey (formerly CRA Rogerscasey )   1998 - 2005
SEI  1991 - 2000

Skills
Hedge Funds, Fixed Income, Investment Strategies, Investments, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Financial Advisory, Series 7, Investment Advisory, Capital Markets, Asset Managment, Securities, Series 63, Equity Research, Wealth Management, Due Diligence, Retirement, Endowments, Financial Services, Strategy, Investor Relations, Series 24, Investment Banking, Pension Funds, Bonds, Separately Managed..., Bloomberg, Fund Of Funds, Institutional, Structured Finance, ETFs, FINRA, 401k, Financial Markets, Series 65, Structured Products, Institutional..., Private Equity, Valuation, Emerging Markets, Pensions, Financial Modeling, Options, High Net Worth..., Client Service

Education
Bentley University   1974 — 1979
Marketing - Major Finance - Minor

Gregory Webster Gregory Webster Orlando, Florida Area Details
Gregory Webster's Trusco Capital Management Experience February 2004 - July 2008
Job Regional Sales DirectorSouth at Arrow Funds
Industry Financial Services
Experience
Arrow Funds  March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds   January 2009 - November 2012
Trusco Capital Management   February 2004 - July 2008
SunTrust Investment Services  February 2004 - July 2008
RidgeWorth Capital Management  2004 - 2008
Edward Jones  2001 - 2004
Lord Abbett  June 1998 - February 2001
Edward Jones  1996 - 1998

Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs

Education
Bucknell University   1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Barry Gelfand, CSM Barry Gelfand, CSM Greater Atlanta Area Details
Barry Gelfand, CSM's Trusco Capital Management Experience September 2000 - February 2005
Job Senior Analyst at TransUnion
Industry Computer Software
Experience
TransUnion  November 2014 - Present
First Advantage  January 2014 - October 2014
First Advantage  September 2013 - December 2013
Equifax  January 2012 - August 2013
CS STARS  September 2009 - December 2011
DataScan Technologies  March 2005 - March 2009
Trusco Capital Management   September 2000 - February 2005
GE Capital  October 1998 - August 2000
GE Capital  September 1996 - September 1998
GE Capital  June 1990 - August 1996

Skills
Microsoft SQL Server, Visio, Agile & Waterfall..., Workflow, Agile Methodologies, SDLC, Use Case Analysis, SQL, Functional..., Business Analysis, Oracle, Analysis, Data Analysis, Software Documentation, HTML, MS Project, Requirements Analysis, Requirements Gathering, Business Requirements, Business Intelligence, CRM, Databases, Data Warehousing, Program Management, Scrum, User Acceptance Testing, Cross-functional Team..., Enterprise Software

Education
Pace University   1983 — 1986
B.B.A., Accounting Information Systems

Jay Douglass, CFA, CAIA Jay Douglass, CFA, CAIA Greater Atlanta Area Details
Jay Douglass, CFA, CAIA's Trusco Capital Management Experience 1997 - 2007
Job Partner at Wynden Capital Management
Industry Investment Management
Experience
Wynden Capital Management   March 2013 - Present
LJD PARTNERS, LLC   July 2007 - March 2013
Trusco Capital Management   1997 - 2007

Education
Texas Christian University   1993 — 1997
BS, Economics

Marist   1989 — 1993

Brian Gupton Brian Gupton Greater Chicago Area Details
Brian Gupton's Trusco Capital Management Experience 1997 - 2001
Job Vice PresidentSales and Strategic Relationships at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  January 2015 - Present
Transamerica Retirement Solutions  2008 - January 2015
GenSpring Family Offices  2007 - 2008
AllianceBernstein  2001 - 2007
Trusco Capital Management   1997 - 2001
Synovus Trust Company  1993 - 1997
Trust Company of the South  1990 - 1993

Skills
Investments, Financial Services, Retirement Planning, Strategy, Leadership, 401k, Business Planning, New Business Development, Mutual Funds, Retirement Plan..., Series 63, Retirement, Asset Allocation, Wealth Management, Sales, Sales Management, Investment Management, Series 65, Pensions, Investment Advisory, Alternative Investments, Defined Benefit, Business Strategy, Financial Advisory, ERISA, Defined Contribution, Qualified Retirement...

Education
Trinity College-Hartford
BA, Economics

Trinity College-Hartford
MA Economics

Andy Muldoon Andy Muldoon Chattanooga, Tennessee Details
Andy Muldoon's Trusco Capital Management Experience January 2000 - June 2002
Job Senior Vice President
Industry Financial Services
Experience
GAAM Wealth Advisors   April 2013 - March 2015
The Halpern Group   May 2010 - April 2013
SunTrust Bank  June 2002 - March 2009
Trusco Capital Management   January 2000 - June 2002
SunTrust Bank  January 1984 - January 2000
Kanawha Valley Bank   May 1979 - January 1984
Prudential Financial  May 1977 - May 1979

Education
The University of Charleston   1971 — 1975

Brad Ball Brad Ball Greater Atlanta Area Details
Brad Ball's Trusco Capital Management Experience 1997 - 2006
Job Founder and CEO, Liquid Strategies LLC
Industry Investment Management
Experience
Liquid Strategies, LLC   February 2015 - Present
Perimeter Capital Management  2006 - Present
Trusco Capital Management   1997 - 2006

Skills
Alternative Investments, Asset Allocation, Investment Management, Asset Management, Investments, Investment Strategies, Mutual Funds, Investment Advisory, Equities, Hedge Funds, Fixed Income, 401k, Wealth Management, Portfolio Management, Asset Managment

Education
Oklahoma State University   1981 — 1985

Teri Benson Teri Benson Orlando, Florida Area Details
Teri Benson's Trusco Capital Management Experience April 1999 - May 2006
Job Financial Advisor, Multiplying Life's Possibilities at Pando Partners Wealth Management
Industry Investment Management
Experience
Raymond James & Associates, Inc.   April 2015 - Present
Perimeter Capital Management  June 2006 - January 2015
Trusco Capital Management   April 1999 - May 2006
STI Capital Management   August 1995 - April 1999
Investment Counsel Company; ICC Capital Management   June 1993 - August 1995

Education
University of Central Florida - College of Business Administration   1999 — 2001
MBA, Finance

University of Central Florida   1989 — 1993
BA, Organizational Communications; Business Administration, Minor

Wendy Norvell Wendy Norvell Charlotte, North Carolina Area Details
Wendy Norvell's Trusco Capital Management Experience 2002 - 2003
Job Analytics Consultant at WellsFargo
Industry Banking
Experience
Wells Fargo  2007 - Present
Bank of America  2003 - 2007
Trusco Capital Management   2002 - 2003
Wachovia Secutities  2002 - 2002
Raymond James Financial  2000 - 2002

Skills
Business Analysis, Banking, Financial Modeling, Finance, Analytics, Business Intelligence, Process Improvement, Microstrategy, Data Analysis, Databases, Essbase, Customer Profitability, Quality Management, Financial Analysis, Information Technology, Data Warehousing, Oracle Applications

Education
The University of Northampton   2000 — 2001
International Finance

Winthrop University   1996 — 2001
Bachelor of Science (BS), Accounting and Finance

Marc Schneidau Marc Schneidau Greater Atlanta Area Details
Marc Schneidau's Trusco Capital Management Experience 1997 - 2007
Job Chief Operating Officer, Silvant Capital Managment
Industry Financial Services
Experience
Silvant Capital Management   March 1997 - Present
Trusco Capital Management   1997 - 2007
Georgia Pacific Corporation  May 1996 - March 1997
The Public Securities Association   November 1989 - May 1996

Skills
Securities, Financial Services, Management, Investment Management, Fixed Income, Mutual Funds, Investment Advisory, Wealth Management, Equity Research, Capital Markets, 401k, Endowments, Due Diligence, Financial Analysis, Risk Management

Education
The George Washington University - School of Business   1993 — 1995
MBA

Louisiana State University   1985 — 1988
BS

Andrew Atkins Andrew Atkins Greater Atlanta Area Details
Andrew Atkins's Trusco Capital Management Experience October 2001 - January 2004
Job Vice President & Manager Portfolio Analytics Group at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments  February 2006 - Present
RidgeWorth Investments  January 2004 - January 2006
Trusco Capital Management   October 2001 - January 2004

Skills
Portfolio Management, Lipper, Fixed Income, Bloomberg, Asset Managment, Asset Management, Factset Pa, SPAR,..., First Rate, Advent/APX, Lipper LANA, Morningstar Direct, Microsoft Office..., Portfolio Analysis, Index Fund Management, Investment Product Due..., Asset Allocation, Equities, Mutual Funds, Investments, Competitive Analysis, Financial Risk, Investment Management, Performance Attribution, Investment Research, Investment Risk

Education
University of East London   1998 — 2004
MPhil, Economics

Asbury University   1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General

MACHS   1989 — 1993

Brockett Elementary

Brockett Elementary

Brockett Elementary

Cliff Tuttle Cliff Tuttle Greater Atlanta Area Details
Cliff Tuttle's Trusco Capital Management Experience 2001 - 2007
Job International ACS Division
Industry Airlines/Aviation
Experience
Delta Air Lines  2009 - Present
AID Atlanta  2007 - 2013
Trusco Capital Management   2001 - 2007
Buck Consultants  2000 - 2001
SunTrust Banks  1996 - 2000
STI Capital Management   1992 - 1995

Education
Rollins College - Crummer Graduate School of Business
MBA, Marketing/Communications

Southwestern University
BBA, Marketing/Economics

University of London Imperial College
International Business/Global Economics

Chris Caputo Chris Caputo Orlando, Florida Area Details
Chris Caputo's Trusco Capital Management Experience August 2002 - July 2004
Job Portfolio Manager at Integrity Fixed Income Management, LLC
Industry Investment Management
Experience
Integrity Fixed Income Management, LLC   April 2005 - Present
Episcopal Church of the Ascension  January 2011 - December 2013
CNL Retirement Corp.  July 2004 - April 2005
Trusco Capital Management   August 2002 - July 2004

Skills
Portfolio Management, Finance, Nonprofits, Leadership Development, Microsoft Excel, Customer Service, Microsoft Word, Strategic Planning, Microsoft Office, PowerPoint, Stewardship, Research, Team Building, Coaching, Outlook

Education
Rollins College - Crummer Graduate School of Business   2000 — 2002
Master of Business Administration (MBA), Finance

University of West Florida   1996 — 1998
BA, Psychology

John Carroll University   1994 — 1996

Matthew Connors Matthew Connors Richmond, Virginia Area Details
Matthew Connors's Trusco Capital Management Experience June 2003 - March 2004
Job
Industry Law Practice
Experience
Hancock, Daniel, Johnson & Nagle, P.C.   May 2008 - April 2009
Woods Rogers PLC  May 2007 - August 2007
Xerox Corporation  June 2005 - May 2006
Xerox Corporation  March 2004 - June 2005
Trusco Capital Management   June 2003 - March 2004

Skills
Corporate Law, Health Law, New Business Development, Legal Writing, Mergers & Acquisitions, Corporate Governance, Legal Compliance, Litigation

Education
University of Richmond School of Law   2006 — 2009

University of Richmond   1999 — 2003
B.A.

Sonny Surkin Sonny Surkin Greenville, South Carolina Area Details
Sonny Surkin's Trusco Capital Management Experience August 1995 - March 2008
Job Experienced Fixed Income Portfolio Manager
Industry Investment Management
Experience
Lead Academy Public Charter School   2013 - 2013
SunTrust Bank - Endowments & Foundations Specialty Practice   January 2011 - December 2011
StableRiver Capital Management LLC   March 2008 - December 2010
Trusco Capital Management   August 1995 - March 2008

Skills
Portfolio Management, Liquidity Management, Fixed Income, Investments, Investment Management, Equities, Mutual Funds, Asset Management, Bonds, Investment Advisory, Wealth Management, Alternative Investments, Investment Strategies, Hedge Funds, Asset Allocation, Bloomberg, Series 7, Capital Markets, Series 63

Education
Northern Virginia Community College   1970 — 1971
Associates, Business

Colleen Doremus Colleen Doremus Washington D.C. Metro Area Details
Colleen Doremus's Trusco Capital Management Experience August 2005 - March 2008
Job Director SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  February 2010 - Present
StableRiver Capital Management   August 2005 - February 2010
Trusco Capital Management   August 2005 - March 2008
Riggs Investment Advisors   December 1998 - July 2005
Legg Mason Capital Management  July 1997 - November 1998
ASB Capital Management  1983 - 1997

Skills
Portfolio Management, Institutional..., Fixed Income, Investment Management, Money Market, Investments, Alternative Investments, Management, Accounting, Treasury, Equities, Securities, Trading, Financial Services, Funding, Mutual Funds, Asset Managment, Capital Markets, Bonds, Asset Management, Bloomberg, Wealth Management, Cash Management, Investment Strategies, Series 7, Asset Allocation

Education
Hollins University
BA, Political Science

Carrie Callahan Carrie Callahan Orlando, Florida Area Details
Carrie Callahan's Trusco Capital Management Experience 2000 - 2003
Job Managing Partner at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management  January 2004 - Present
SunTrust Investment Services  January 1996 - December 2004
Trusco Capital Management   2000 - 2003

Education
University of Central Florida - College of Business Administration   1991 — 1994
Business/Economics, Economics and Finance

Andrew Kitchings, CAIA, ERP Andrew Kitchings, CAIA, ERP Boston, Massachusetts Details
Andrew Kitchings, CAIA, ERP's Trusco Capital Management Experience June 2004 - August 2004
Job Investment Analyst at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network  September 2014 - Present
LPL  August 2009 - August 2014
Bank of America  May 2007 - January 2009
Bank of America  May 2006 - November 2007
Bank of America  August 2005 - May 2006
Trusco Capital Management   June 2004 - August 2004

Skills
Investment Strategies, Equity Research, Investments, Alternative Investments, Investment Advisory, Bloomberg, Mutual Funds, Financial Advisory, ETFs, Investment Products, Hedge Funds, Fixed Income Research, Qualitative Research, Quantitative Research, Global Macro, Event Driven, Special Situations, FactSet, Microsoft Office, Morningstar Direct, Investment Management, Equities, Fixed Income, Asset Allocation, Due Diligence, Operational Due...

Education
Emory University   2001 — 2005
BA, Economics and History (Concentration in East Asian Studies)

University of Melbourne   2003 — 2003
Economics

Westminster School

Bill Lovett, CFA Bill Lovett, CFA Charlotte, North Carolina Area Details
Bill Lovett, CFA's Trusco Capital Management Experience June 1998 - March 2001
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  June 2009 - Present
Wachovia Securities  November 2001 - June 2009
Trusco Capital Management   June 1998 - March 2001

Education
Duke University   1994 — 1997
Bachelor of Arts, Economics and History

Lake Highland Preparatory School   1981 — 1994

Kristina Jenkins Kristina Jenkins Baltimore, Maryland Area Details
Kristina Jenkins's Trusco Capital Management Experience November 2005 - December 2007
Job Sr. Business Development Manager
Industry Financial Services
Experience
Constellation, an Exelon Company  June 2012 - Present
Constellation Energy  June 2011 - June 2012
BGE - Constellation Energy   January 2008 - July 2011
Trusco Capital Management   November 2005 - December 2007
Calvert Group  August 2004 - November 2005

Skills
Financial Analysis, Investments, Financial Modeling, Commodity Markets, Valuation, Electricity Markets, Analysis, Equities, Due Diligence, Renewable Energy, Electric Utility, Public Sector

Education
Loyola University Maryland   2008 — 2010
Masters of Science, Finance

The George Washington University   2000 — 2004
Bachelors of Business Administration, Finance, Economics

Baltimore Polytechnic Institute   1996 — 2000

Patrick Orie Patrick Orie Greater Atlanta Area Details
Patrick Orie's Trusco Capital Management Experience 2005 - 2007
Job QuantiSense
Industry Information Technology and Services
Experience
QuantiSense  2010 - Present
FIG Partners  2008 - 2009
Trusco Capital Management   2005 - 2007
Sanders Financial Management, Inc.   2004 - 2005
Microstrategy  1996 - 2001

Education
University of Notre Dame - Mendoza College of Business
MBA

Dartmouth College
BA

Investment Banking Institute

Ken Hessel Ken Hessel Greater Atlanta Area Details
Ken Hessel's Trusco Capital Management Experience August 2001 - December 2003
Job Vice President and Bank Portfolio Manager at United Community Bank
Industry Investment Management
Experience
United Community Bank  December 2013 - Present
ING Investment Management  November 2007 - September 2011
ING Investment Management  January 2004 - November 2007
Trusco Capital Management   August 2001 - December 2003
AnPac Securities Group, Inc.   June 2000 - December 2000
Wachovia Securities, Inc.   January 1996 - June 2000
Prudential Bank  April 1995 - December 1995
U.S. Army   June 1987 - April 1991

Skills
Fixed Income, Portfolio Management, Bloomberg, Asset Managment, Investments, Bonds, Asset Allocation, Alternative Investments, Capital Markets, Emerging Markets, Trading, Risk Management, Mutual Funds, Credit Analysis, Derivatives, Finance, Asset Management

Education
Emory University - Goizueta Business School   2006 — 2007
MBA

CFA Institute
CFA Charterholder

University of Georgia - Terry College of Business   1990 — 1994
BBA, Finance

Dean Brodrick Dean Brodrick Greater Salt Lake City Area Details
Dean Brodrick's Trusco Capital Management Experience January 2002 - January 2005
Job
Industry Financial Services
Experience
XTRAC Solutions  July 2013 - Present
Fidelity Investments  June 2012 - July 2013
Fidelity Investments  September 2010 - June 2012
Veritude / Fidelity Investments  September 2008 - September 2010
TopCoder, Inc.   January 2006 - May 2008
TDB Consulting, LLC.   January 2005 - January 2006
Trusco Capital Management   January 2002 - January 2005

Skills
Agile Methodologies, Agile Project Management, Financial Services, Management, Project Management, SDLC, Software Project..., Strategy, Vendor Management, Business Analysis, Consulting, Product Management, Software Development, Requirements Analysis, Leadership

Education
University of South Carolina - Darla Moore School of Business   1999 — 2001
MBA, Business

University of South Carolina-Columbia   1999 — 2001
MBA

Francis Marion University   1994 — 1998
BBA, Finance & Economics

H. Bryan Britt H. Bryan Britt Greater Atlanta Area Details
H. Bryan Britt's Trusco Capital Management Experience May 2004 - August 2004
Job Credit and Risk Associate at Federal Reserve Bank of Atlanta
Industry Investment Banking
Experience
Federal Reserve Bank of Atlanta  August 2010 - Present
Next Big Thing   2014 - 2015
Beyond the Obvious Podcast   2012 - 2012
Regions Capital Markets   October 2007 - March 2009
Wachovia Securities  June 2006 - October 2007
Wachovia Securities, LLC  May 2005 - August 2005
Trusco Capital Management   May 2004 - August 2004
SunTrust Bank  May 2003 - August 2003
Decatur Capital Management  2003 - 2003
US Navy  September 1997 - August 2000

Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Loan Origination, Financial Structuring, Research, Leadership, Market Analysis, Financial Analysis, Investments, Corporate Finance, Capital Markets, Investment Banking, Portfolio Management, Financial Education, Equities, Bloomberg, Asset Managment, Fixed Income, Financial Risk, Public Speaking

Education
Clark Atlanta University   2002 — 2006
BA, Business Administration; Finance Concentration

Mauldin High School

Jennifer Watson Jennifer Watson Greater New York City Area Details
Jennifer Watson's Trusco Capital Management Experience 2001 - 2003
Job Executive Director, Investor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2011 - Present
Goldman Sachs  November 2009 - June 2011
Goldman Sachs  June 2003 - October 2009
Trusco Capital Management   2001 - 2003

Skills
Equity Research, Equities, Hedge Funds, Financial Modeling, Capital Markets, Valuation, Fixed Income, Investment Banking, Private Equity, Bloomberg, Alternative Investments, Portfolio Management

Education
Duke University   1997 — 2001
Bachelor of Arts (B.A.), Economics

The London School of Economics and Political Science (LSE)   1999 — 2000
General Course Certificate, Economics & Finance

Duchesne Academy of the Sacred Heart   1988 — 1997

Sean Porrello Sean Porrello Greater Atlanta Area Details
Sean Porrello's Trusco Capital Management Experience June 2005 - June 2007
Job Chief Technology Officer/Chief Information Security Officer at RidgeWorth Investments
Industry Financial Services
Experience
RidgeWorth Investments  May 2013 - Present
RidgeWorth Investments  March 2010 - May 2013
Ridgeworth Capital Management  October 2007 - March 2010
Trusco Capital Management   June 2005 - June 2007
SunTrust Banks Inc.  January 1998 - June 2005

Skills
Management, Fixed Income, Equities, Asset Management, Portfolio Management, Mutual Funds, Investments, Financial Services, Risk Management, Securities, Bloomberg, Trading, Alternative Investments, Investment Management, Equity Research, Wealth Management

Education
The University of Georgia   1991 — 1995
Bachelor of Science (BS), Political Science and Government

Andrea Bennis, CFA Andrea Bennis, CFA Houston, Texas Area Details
Andrea Bennis, CFA's Trusco Capital Management Experience 2004 - 2006
Job Vice President, Global Equity Research
Industry Investment Management
Experience
Eagle Global Advisors  September 2007 - Present
RidgeWorth Capital Management (AKA Trusco Capital Management)   2006 - June 2007
Trusco Capital Management   2004 - 2006

Skills
Financial Modeling, Private Equity, Financial Analysis, Equity Research, Chartered Financial..., Asset Managment, Equities, Investment Advisory, Equity Valuation, Due Diligence, Bloomberg, Valuation, Hedge Funds, Capital Markets, Alternative Investments

Education
ESLSCA   1995 — 1998
MBA, International Business

CFA Institute

Chris Giglio Chris Giglio Chattanooga, Tennessee Area Details
Chris Giglio's Trusco Capital Management Experience June 2006 - March 2008
Job Investment Officer at Unum
Industry Investment Management
Experience
Unum  July 2010 - Present
StableRiver Capital Management   April 2008 - July 2010
Trusco Capital Management   June 2006 - March 2008
Morgan Keegan  January 2003 - June 2006
Hewitt Associates  July 1998 - July 2001

Education
University of Tennessee-Knoxville   2001 — 2002
MBA, Finance

Illinois Wesleyan University   1994 — 1998
BA, Economics and Business Administration

Casey Brogdon Casey Brogdon Greater Atlanta Area Details
Casey Brogdon's Trusco Capital Management Experience July 1999 - Present
Job Managing Director at Trusco Capital Management
Industry Investment Management
Experience
Trusco Capital Management   July 1999 - Present
SunTrust Capital Markets  February 1995 - July 1999

Education
Georgia State University - J. Mack Robinson College of Business   1987 — 1989
MBA

The University of Georgia   1978 — 1982

Amy Frederick Amy Frederick Des Moines, Iowa Area Details
Amy Frederick's Trusco Capital Management Experience 2005 - 2005
Job Segment Communications Manager, Consumer Education & Engagement at Wellmark Blue Cross and Blue Shield
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield  April 2007 - Present
Florida Hospital Fish Memorial & Florida Hospital DeLand   2005 - 2007
Trusco Capital Management   2005 - 2005
Beyond Marketing, LLC (Formerly the Mazuma Credit Union Marketing Dept.   2002 - 2004
Mazuma Credit Union  2002 - 2004

Skills
Crisis Communications, Insurance, Health Insurance, Process Improvement, Marketing Communications, Corporate Communications, Leadership, Strategic Planning, Employee Benefits, Marketing, Training

Education
Iowa State University   1997 — 2001

Bryan Bakardjiev Bryan Bakardjiev Orlando, Florida Details
Bryan Bakardjiev's Trusco Capital Management Experience 2000 - 2004
Job COO at Bogdahn Consulting
Industry Investment Management
Experience
Bogdahn Consulting   ConsultantBurgess Chambers & Associates2004 - 2006
Trusco Capital Management   2000 - 2004

Skills
Portfolio Management, Asset Allocation, Hedge Funds, Asset Management, Equities, Investments, Fixed Income, Alternative Investments, Investment Management, Mutual Funds, Asset Managment, Financial Analysis

Education
University of Central Florida - College of Business Administration   2007 — 2009
MBA, Business

University of Central Florida

Chad Deakins, CFA Chad Deakins, CFA Greater Atlanta Area Details
Chad Deakins, CFA's Trusco Capital Management Experience 2000 - 2007
Job Global Investment Professional | Equity Portfolio Manager | Boutique Asset Management | Client Acquisition/Relations
Industry Investment Management
Experience
Asset Management Firm (Formerly Trusco) sold to private equity by SunTrust last year   June 1995 - Present
Trusco Capital Management   2000 - 2007
Atlanta investment firm (Trusco)   May 1999 - May 2000
Trusco Capital Management   April 1995 - May 1999
Japanese Corporations   January 1992 - January 1995

Skills
Asset Management, Equities, Portfolio Management, Investments, Research, Risk Management, Alternative Investments, President and Chief..., Director of Information..., Fund Accountant, Marketing Analyst, Quantitative Analyst, Global Investment..., Equity Portfolio..., Boutique Asset..., Investment Strategies, Client..., Market/Quantitative..., U.S./Global Market..., Systems/Technology..., Active/Passive..., Large/Small Cap..., Risk Management/Research, Risk Analysis Systems..., Investment Product..., Change Management, Process/Systems..., Global Investment..., Budget Management, Risk/Reward Analysis, Team..., Strategic Negotiations, Vendor Negotiation, International Quant Fund, U.S. Quant Fund, U.S. 130/30, International Active, International Index, U.S. Midcap Active..., Equity High Yield..., U.S. Index Management, Socially Responsible..., Mutual Funds, Endowments, Foundations, Pensions, Asset Allocation, Asset Managment, Hedge Funds

Education
Florida State University   1989 — 1992
BS, Business

Florida State University - College of Business   1989 — 1992
BS, Business

Flagler College   1988 — 1989

Mary Cernilli Mary Cernilli Greater Atlanta Area Details
Mary Cernilli's Trusco Capital Management Experience January 1993 - August 2000
Job Director, Investment Analysis
Industry Investment Management
Experience
Emory Investment Management  March 2005 - Present
Trusco Capital Management   January 1993 - August 2000

Skills
Valuation, Investments, Fixed Income, Asset Management, Portfolio Management, Investment Management, Asset Allocation, Financial Modeling, Alternative Investments, Equities, Private Equity, Bloomberg, Mutual Funds, Capital Markets, Investment Strategies, Hedge Funds

Education
LIU Post
BS, Accounting

Hassan Moss Hassan Moss Philadelphia, Pennsylvania Details
Hassan Moss's Trusco Capital Management Experience June 2005 - June 2007
Job Insurance Broker at Bachmeier, Gudis & Associates
Industry Financial Services
Experience
Bachmeier, Gudis & Associates   August 2014 - Present
Financial Services Firm in the Washington D.C. Area   December 2013 - July 2014
RidgeWorth Investments - StableRiver Capital Management   June 2007 - September 2013
Trusco Capital Management   June 2005 - June 2007
Trusco Capital Management   June 2003 - June 2005

Skills
BondEdge, Wilshire Axiom, FactSet, Bloomberg, Trade Web, Yield Book, Advent, MS Office, Fixed Income, Equities, Investments, Financial Services, Asset Management, Portfolio Management, Financial Analysis, Management, Mutual Funds

Education
Morehouse College   1998 — 2003
Bachelor's degree, Economics

Molly Halcom Molly Halcom Orlando, Florida Area Details
Molly Halcom's Trusco Capital Management Experience December 1999 - October 2007
Job Client Service Manager, Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors  October 2007 - Present
Trusco Capital Management   December 1999 - October 2007
trusco capital management   1999 - 2007

Education
University of Colorado Boulder - Leeds School of Business   1994 — 2007
B.A., Finance

Rollins College - Crummer Graduate School of Business   1999 — 2001

Crisman Boggan Crisman Boggan Nashville, Tennessee Details
Crisman Boggan's Trusco Capital Management Experience 2001 - 2007
Job Portfolio Manager at Retirement System of Tennessee
Industry Investment Management
Experience
Retirement System of Tennessee   2013 - Present
MTB Investment Advisors  July 2008 - November 2012
Timbervest  August 2007 - June 2008
Trusco Capital Management   2001 - 2007
SouthTrust Asset Management Compnay   June 1999 - May 2001

Skills
Equities, Fixed Income, Asset Allocation, Asset Management, Finance, Asset Managment, Portfolio Management, Alternative Investments

Education
The University of Georgia
Master of Business Administration (MBA), Finance, General

University of Pennsylvania - The Wharton School
B.S. Economics, Accounting

Wando

John K. Davis Jr. John K. Davis Jr. Greater New York City Area Details
John K. Davis Jr.'s Trusco Capital Management Experience June 2006 - August 2006
Job Equity Analyst
Industry Financial Services
Experience
Sandler O'Neill  October 2010 - November 2011
J.P. Morgan   May 2009 - October 2010
J.P. Morgan   July 2008 - May 2009
Trusco Capital Management   June 2006 - August 2006

Education
Florida State University - College of Business   2007 — 2008
Master of Business Administration (M.B.A.)

Sewanee-The University of the South   2004 — 2007
Bachelor of Arts, Economics

Casey Brogdon Casey Brogdon Greater Atlanta Area Details
Casey Brogdon's Trusco Capital Management Experience 1999 - 2007
Job at United Community Bank
Industry Investment Management
Experience
United Community Bank  January 2008 - Present
Trusco Capital Management   1999 - 2007

Education
Georgia State University - J. Mack Robinson College of Business   1987 — 1989
MBA

The University of Georgia   1978 — 1982
BA, Economics

Augusta Prepatory School

Sandra Wilkins Sandra Wilkins West Palm Beach, Florida Area Details
Sandra Wilkins's Trusco Capital Management Experience February 2005 - September 2006
Job Coordinator at ADT
Industry Human Resources
Experience
ADT  July 2013 - Present
NextEra Energy, Inc.   May 2012 - Present
Modcomp  September 2008 - May 2012
DayJet Corporation  June 2007 - May 2008
Staffing Resources  October 2006 - May 2007
Trusco Capital Management   February 2005 - September 2006
Delta Air Lines  July 1996 - January 2005

Skills
Technical Recruiting, College Recruiting, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources

Education
Art Institute of Atlanta   1993 — 1996
B.A., Fashion Marketing

Alex Okulski Alex Okulski Raleigh-Durham, North Carolina Area Details
Alex Okulski's Trusco Capital Management Experience October 2001 - July 2004
Job Student at University of North Carolina at Chapel Hill KenanFlagler Business School
Industry Real Estate
Experience
Colonial Properties Trust  June 2008 - August 2008
The Dilweg Companies  May 2007 - August 2007
PNO Enterprises, LLC   July 2005 - January 2007
Trusco Capital Management   October 2001 - July 2004

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2009

Davidson College

Derek Altenbaugh Derek Altenbaugh Pittsburgh, Pennsylvania Details
Derek Altenbaugh's Trusco Capital Management Experience April 2006 - December 2007
Job Other
Industry Banking
Experience
-  October 2012 - Present
American Bingo Co.   January 2009 - September 2012
StableRiver Capital Management LLC   January 2008 - August 2008
Trusco Capital Management   April 2006 - December 2007

Education
University of Pittsburgh   2001 — 2004

Tom Brachowski Tom Brachowski Greater Chicago Area Details
Tom Brachowski's Trusco Capital Management Experience June 2000 - September 2004
Job Investment Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  January 2010 - Present
Russell Investments  May 2007 - April 2008
MFS Investment Management  September 2004 - December 2006
Trusco Capital Management   June 2000 - September 2004

Skills
Investments, Series 7, Institutional, Client Service, Portfolio Management

Education
Georgia Institute of Technology   1998 — 2000
MBA, Finance

University of Notre Dame   1991 — 1995
BS, Chemical Engineering

Greg Watkins Greg Watkins Greater Atlanta Area Details
Greg Watkins's Trusco Capital Management Experience January 1989 - December 1998
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  December 2005 - Present
City Capital   January 1999 - December 2005
Trusco Capital Management   January 1989 - December 1998

Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Series 7, Alternative Investments, Risk Management, Financial Analysis, Investment Management, Banking, Investment Strategies, Relationship Management, Wealth Management..., Investment Advisory, Strategic Financial..., Private Banking, Estate Planning, Insurance, Underwriting, Strategic Planning

Education
Georgia State University - J. Mack Robinson College of Business
BA, Finanice

Dave Walrod Dave Walrod Greater New York City Area Details
Dave Walrod's Trusco Capital Management Experience July 2005 - April 2007
Job Equity Research at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann  March 2010 - Present
JNK Securities  December 2008 - June 2009
JP Morgan  May 2007 - July 2008
Trusco Capital Management   July 2005 - April 2007
Trusco Capital Management   January 2003 - July 2005
Trusco Capital Management   January 2002 - January 2003
KeyBanc Capital Markets  January 2001 - June 2001
KeyBanc Capital Markets  June 1998 - December 2000
KeyBanc Capital Markets  December 1997 - June 1998
KeyBanc Capital Markets  November 1996 - December 1997

Skills
Equity Research, Equities, Valuation, Capital Markets, Financial Analysis, Banking, Asset Managment, Mutual Funds, Investment Banking, Securities, Hedge Funds, Risk Management, Financial Modeling, Due Diligence, Asset Allocation, Financial Markets, Derivatives, Bloomberg, Finance, Series 7, Financial Services, Alternative Investments, Investment Strategies, Investment Advisory, Private Equity, Series 63, Asset Management, DCF, Analysis, Trading, Equity Valuation, Portfolio Management, Fixed Income, Equity Trading, Investments, Options, Corporate Finance, Stocks

Education
University of Toledo   1994 — 1996
a Masters, Business Administration; Finance concentration

Miami University   1988 — 1992
a Bachelor of Science degree, a Finance

Andy McGhee Andy McGhee Atlanta, Georgia Details
Andy McGhee's Trusco Capital Management Experience 2004 - 2008
Job CoFounder AloStar Bank of Commerce CEO and President
Industry Banking
Experience
AloStar Bank Of Commerce  April 2011 - Present
Archway Equity Partners   September 2008 - April 2011
Trusco Capital Management   2004 - 2008
SunTrust Bank  1996 - 2008
Bank of America  1991 - 1996
Citibank  1986 - 1991

Skills
Commercial Banking, Asset Based Lending, Portfolio Management, Leveraged Finance, Management, Credit, Banking, Capital Markets, Finance, Fixed Income, Middle Market, Financial Analysis, Investment Banking, Credit Analysis, Commercial Lending, Mergers & Acquisitions, Financial Modeling, Loans, Small Business Lending, Valuation, Investments

Education
The University of Georgia   1978 — 1982
BA, Economics

Burney Dawkins Burney Dawkins Nashville, Tennessee Details
Burney Dawkins's Trusco Capital Management Experience June 1999 - June 2000
Job Real Estate Investments Professional
Industry Real Estate
Experience
Healthcare Realty Trust  October 2010 - Present
Midland Development Group / Seaboard Capital   January 2005 - September 2010
Atlanta Capital Management  June 2000 - June 2002
Trusco Capital Management   June 1999 - June 2000

Skills
Due Diligence, Real Estate, Real Estate Development, Investments, Asset Managment, Deal structuring, Financial Modeling, Market Research, Lease Negotiations, Contract Negotiation, Financial Analysis, Commercial Real Estate, Portfolio Management, Mergers & Acquisitions, Disposition

Education
University of Georgia - Terry College of Business   2002 — 2004
MBA, Real Estate & Finance

Sewanee-The University of the South   1995 — 1999
BA, Economics

Stephen Futch Stephen Futch Greater Atlanta Area Details
Stephen Futch's Trusco Capital Management Experience 2006 - 2007
Job Quantitative Research at Investment Division State of Georgia
Industry Investment Management
Experience
Investment Division State of Georgia   August 2010 - Present
BME Investment Partners   November 2007 - August 2010
Trusco Capital Management   2006 - 2007
SunTrust Bank  2003 - 2006
SunTrust Bank  1997 - 2002

Education
Florida International University - College of Business Administration   1995 — 1997
MBA

University of Florida - Warrington College of Business Administration   1989 — 1991
BS, Marketing

Elizabeth Pola Elizabeth Pola Greater Atlanta Area Details
Elizabeth Pola's Trusco Capital Management Experience 1983 - 2007
Job Independent Investment Management Professional
Industry Investment Management
Experience
Trusco Capital Management   1983 - 2007

Education
Emory University   1977 — 1979
MBA, Finance

University of Florida   1974 — 1977
BSBA, Finance

Casey Brogdon Casey Brogdon Greater Atlanta Area Details
Casey Brogdon's Trusco Capital Management Experience July 1999 - December 2007
Job Commercial Lending Division Manager
Industry Banking
Experience
United Community Bank  January 2008 - Present
Trusco Capital Management   July 1999 - December 2007
SunTrust Capital Markets  February 1995 - July 1999
SunTrust Bank  January 1985 - February 1995
First National Bank of Gwinnett County   December 1982 - December 1984

Skills
Asset Managment, Capital Markets, Portfolio Management, Investments, Banking, Loans, Credit Analysis, Commercial Lending, Series 7, Endowments, Financial Analysis, Risk Management, Commercial Banking, Series 63, Asset Allocation, Credit

Education
Georgia State University - J. Mack Robinson College of Business   1987 — 1989
MBA

The University of Georgia   1978 — 1982
BA, Economics

Augusta Prep   1972 — 1977

Carol Frazier, CTP Carol Frazier, CTP Greater Atlanta Area Details
Carol Frazier, CTP's Trusco Capital Management Experience April 1988 - April 2000
Job Sr. Director, Treasury & Guarantees
Industry Financial Services
Experience
Evoqua Water Technologies  September 2013 - Present
Global Payments  December 2008 - June 2013
Newell Rubbermaid  November 2007 - December 2008
Travelport  November 2004 - November 2007
Morgan Stanley (Formly Lend Lease Real Estate Investments)   April 2000 - November 2004
Trusco Capital Management   April 1988 - April 2000

Skills
Treasury Management, Cash Management, Portfolio Management, Finance, Treasury, Banking, International Treasury..., Cash Flow Forecasting, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Due Diligence, Accounting, Account Reconciliation, Credit, Investments, Risk Management

Education
Lander University   1984 — 1988
BS, Business Management

Peter Montgomery Peter Montgomery Greater Atlanta Area Details
Peter Montgomery's Trusco Capital Management Experience 1997 - 2005
Job Client Service and Distribution at Artisan Partners
Industry Investment Management
Experience
Artisan Partners  March 2013 - Present
Southeastern Asset Management  March 2010 - March 2013
Private Capital Management  January 2006 - February 2010
Trusco Capital Management   1997 - 2005

Education
Georgia State University - J. Mack Robinson College of Business   1999 — 2002
MBA, Finance

Western Carolina University   1990 — 1994
BS/BA, Economics

D. Scott Yuschak D. Scott Yuschak Greater Atlanta Area Details
D. Scott Yuschak's Trusco Capital Management Experience February 2005 - September 2008
Job Equity Research Analyst at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank  November 2010 - Present
StableRiver Capital Management   September 2008 - November 2010
Trusco Capital Management   February 2005 - September 2008
Banc One Investment Advisors  2001 - 2004
PERS of Ohio   1998 - 2000
Hourglass Capital Management   1996 - 1998
Hourglass Capital Management   1996 - 1998
Hourglass Capital Management   1996 - 1998

Skills
Equities, Alternative Investments, Investments, Portfolio Management, Asset Management, Credit, Financial Modeling, Fixed Income, Financial Analysis, Equity Research, Bloomberg, Asset Allocation, Investment Management, Valuation, Investment Strategies

Education
The Ohio State University Fisher College of Business   1988 — 1996
BSBA/MBA, Accounting Finance

Chip Campbell Chip Campbell Greater Chicago Area Details
Chip Campbell's Trusco Capital Management Experience August 1998 - June 2004
Job Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management  December 2012 - Present
Aflac  July 2004 - December 2012
Trusco Capital Management   August 1998 - June 2004
Trusco Capital Management   1998 - 2004

Skills
Credit, Hedge Funds, Valuation, Asset Managment, Capital Markets, Risk Management, Financial Modeling, Fixed Income, Equities, Portfolio Management, Investments, Bonds, Asset Management, Equity Research, Bloomberg, Alternative Investments, Derivatives, Securities

Education
University of South Carolina School of Law   1995 — 1998
Juris Doctor, Law

Rhodes College   1990 — 1994
B.A., Economics

Stuart F. Van Arsdale, CFA Stuart F. Van Arsdale, CFA Winter Park, Florida Details
Stuart F. Van Arsdale, CFA's Trusco Capital Management Experience May 2002 - November 2007
Job BB&T Retirement & Institutional Services
Industry Investment Management
Experience
BB&T Retirement & Institutional Services   April 2015 - Present
David Vaughan Investments, Inc.   July 2012 - April 2015
SunTrust  February 2009 - July 2012
Trusco Capital Management   May 2002 - November 2007
DePrince, Race & Zollo, Inc.   October 1998 - May 2002
SunBank/STI Capital Management   June 1984 - September 1998

Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Asset Allocation

Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA), Finance

Rollins College
Bachelor of Arts (BA), Economics

Edward Best, CFA Edward Best, CFA Greater Atlanta Area Details
Edward Best, CFA's Trusco Capital Management Experience January 1998 - December 2006
Job Sr. Portfolio Manager at Mathematica Capital Management
Industry Investment Management
Experience
Mathematica Capital Management   June 2010 - Present
Fidelity Investments  January 2007 - December 2009
Trusco Capital Management   January 1998 - December 2006
Barra  1993 - 1996

Skills
Alternative Investments, Equities, Portfolio Management, Strategy, Hedge Funds, Investments, Asset Management

Education
Carnegie Mellon University   1991 — 1993
MSIA, Finance

University of North Carolina at Chapel Hill   1983 — 1988
BA, Philosophy

Robert S. Bowman, CFA, CAIA Robert S. Bowman, CFA, CAIA Richmond, Virginia Area Details
Robert S. Bowman, CFA, CAIA's Trusco Capital Management Experience 2000 - 2007
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services  May 2012 - Present
Edelman Financial Services  February 2008 - August 2013
Trusco Capital Management   2000 - 2007
Crestar Asset Management   January 1994 - 2000
Capitoline Investment Advisors   1990 - 1994

Education
CFA Institute   1994 — 1998
CFA, Chartered Financial Analyst

CAIA Association   2009 — 2010
CAIA, Chartered Alternative Investment Analyst

Radford University - College of Business and Economics   1986 — 1990
BBA, Finance

Cory Harton, ARPC Cory Harton, ARPC Richmond, Virginia Area Details
Cory Harton, ARPC's Trusco Capital Management Experience April 2000 - June 2001
Job Client Manager at SunTrust Bank, Employee Benefit Solutions
Industry Banking
Experience
SunTrust Bank  June 2009 - Present
SunTrust Bank  June 2004 - May 2009
SunTrust Bank  July 2001 - June 2004
Trusco Capital Management   April 2000 - June 2001

Skills
Project Management, Bank Relationship..., Financial Analysis, Trading, Management, Banking, Employee Benefits, Investment Management, Retirement, Financial Services

Education
Society of Professional Asset Managers and Recordkeepers (SPARK)   2011 — 2011
Accredited Retirement Plan Consultant, Employee Benefit Plans

University of Kentucky   1994 — 1999
BS, Economics & Finance

Jeff Markunas Jeff Markunas Richmond, Virginia Area Details
Jeff Markunas's Trusco Capital Management Experience 2000 - 2008
Job Portfolio Manager and Principal at The London Company of Virginia
Industry Investment Management
Experience
The London Company of Virginia   January 2013 - Present
Independent Investment Professional   July 2012 - December 2012
SunTrust Bank  March 2011 - July 2012
IronOak Advisors   March 2008 - March 2011
RidgeWorth Investments  1992 - 2011
Trusco Capital Management   2000 - 2008
Crestar Asset Management   1992 - 2000

Skills
Equities, Portfolio Management, Investments, Asset Management, Asset Managment, Fixed Income, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, Wealth Management

Education
CFA Institute   1982 — 1984
Chartered Financial Analyst(CFA), Investments

Virginia Commonwealth University - School of Business   1981 — 1983
MS, Finance

College of the Holy Cross   1974 — 1978
Bachelor of Arts (B.A.), English, Cum Laude

Simsbury high school

Simsbury high school

Simsbury high school

Simsbury high school

Sheri Paquette Sheri Paquette Apopka, Florida Details
Sheri Paquette's Trusco Capital Management Experience 1995 - 2007
Job Client Service Manager at Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors  May 2007 - Present
Trusco Capital Management   1995 - 2007

Skills
Asset Management, Investments, Mutual Funds, Equities, Portfolio Management, Asset Managment, Investment Strategies

Education
University of Florida

Patrick Kirksey Patrick Kirksey Roswell, Georgia Details
Patrick Kirksey's Trusco Capital Management Experience September 2001 - June 2006
Job Senior Investment Analyst / State of GA Retirement System
Industry Investment Management
Experience
State of Georgia: Teachers Retirement System of Georgia  December 2014 - Present
Perimeter Capital Management  June 2006 - September 2014
Trusco Capital Management   September 2001 - June 2006

Skills
Financial Analysis, Financial Modeling, Equity Research, Presentations, Communication, Analytics, Equities, Portfolio Management, Quantative Analysis, Investments, Equity Valuation

Education
Georgia State University   1992 — 1993
Master of Business Administration (MBA), Finance, General

University of Nebraska-Lincoln   1987 — 1991
Bachelor of Science (BS), Finance

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