Trusco Capital Management
Industry: Company
DescriptionHeadquarters: 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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
- 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
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
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
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
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
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
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
Trusco Capital Management 1983 - 2007
Education
Emory University 1977 — 1979
MBA, Finance
University of Florida 1974 — 1977
BSBA, Finance
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
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
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
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
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
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
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
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
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
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
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
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