Experience

Trust Company of the South

• Financial Services
• 1 - 100 Employee

• Investment Strategist

  • May 2021 - Present

  As the investment strategist for Trust Company of the South, I support our clients and financial advisors by clearly communicating the firm's investment strategy and keeping all constituents fully informed on developments in the financial markets at all times. I draw on close to three decades of experience as a financial analyst, investor and communicator. As the investment strategist for Trust Company of the South, I support our clients and financial advisors by clearly communicating the firm's investment strategy and keeping all constituents fully informed on developments in the financial markets at all times. I draw on close to three decades of experience as a financial analyst, investor and communicator.



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Dec 2017 - May 2021

  Raymond James & Associates Financial Advisors may only conduct business with residents in states and/or jurisdictions where they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Please note: Per Raymond James compliance policies, I am required to hide endorsements and recommendations on my profile as they could be considered testimonials by industry regulators. Show less



Helicon Research

• Financial Services

• Founder, Owner

  • Sep 2012 - Dec 2017

  First opening in 2010, Helicon Research is an independent research boutique serving institutional investors. Helicon specializes in deep-dive fundamental equity research. First opening in 2010, Helicon Research is an independent research boutique serving institutional investors. Helicon specializes in deep-dive fundamental equity research.


North Carolina Bankers Association
• United States
• Financial Services
• 1 - 100 Employee
• Executive Vice President

  • Sep 2011 - May 2012
• Founder, Owner

  • Sep 2010 - Sep 2011

Oak Value Capital Management
• Investment Management
• Senior Analyst

  • 2005 - 2010

Silverback Asset Management
• United States
• Investment Management
• 1 - 100 Employee
• Credit Analyst

  • 2003 - 2005


Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Equity Research Analyst

  • 1999 - 2003

  Leisure Analyst Leisure Analyst


Trident Financial Corporation
• Associate

  • 1998 - 1999