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Chief Investment Officers in Charlotte, NC

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62 results found

Mike Kayes Charlotte, NC

Professions & Specialties

ChairpersonChief Investment OfficerChief ExecutiveManagement AnalystsManagerChief Information OfficerCorporate ExecutiveOperations ManagerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersAnalystAnalystsPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Position:
President at Willingdon Wealth Management, President at Willingdon Wealth Management
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Willingdon Wealth Management Presidentsince Nov 2003Willingdon Wealth Management Presidentsince Jan 2003
Skills:
Working one on one with individual clients to help them achieve their long term retirement goals

Alex Miles Charlotte, NC

Professions & Specialties

Chief Investment OfficerManaging PartnerManagement AnalystsPartnerChief Executive

Experience & Education

Position:
Managing Partner, Chief Investment Officer at Kingfisher Capital, LLC
Title:
Managing Partner and Chief Investment Officer
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Kingfisher Capital, LLC Managing Partner, Chief Investment Officersince Jun 2002
Skills:
Energy, Sustainability, Climate Change, Infrastructure, Water, Hedge Funds, Equities, Renewable...

Cheryl Duke Charlotte, NC

Professions & Specialties

Chief Investment OfficerChairpersonManagement AnalystsChief ExecutiveDirectorOperations ManagerAnalystAdvisorAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Investment Officer
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Accredo Advisors, LLC Chief Investment OfficerJul 2009 - Feb 2011Advisors Advantage Group PresidentApr 2009 - Feb 2011

Henry Harris Charlotte, NC

Professions & Specialties

ChairpersonFounderChief Investment OfficerManagerChief Operating OfficerDirector of Quality ControlMarketing DirectorChief ExecutiveFounding MemberManagement AnalystsOperations ManagerGeneral and Operations ManagerDirector of OperationsCompliance ManagerFinancial ManagerCounselorSecurityAdvisorRepresentativeModelBachelor of ScienceHospital Care ProfessionalHealth ProfessionalHealth PractitionerAccounting BookkeeperBookkeeperResearch SpecialistResearch ScientistResearch AssistantResearcherSurvey ResearcherInvestment AnalystPuchasing and Estimating ManagerInstructor

Experience & Education

Title:
Experienced Investment Professional
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Spark Asset Management Group - Charlotte, North Carolina AreaPresident, Founder, Chief Investment Officer, etcJun 2004 - Apr 2013Synergy Investment Group & Sterne Agee Financial Services - Charlotte, North Carolina AreaRegistered RepresentativeFeb 2012 - Feb 2013

Rod Hoover Charlotte, NC

Professions & Specialties

ManagerChief Investment OfficerSenior Vice PresidentBoard MemberChairpersonOperations ManagerFinancial ManagerManagement AnalystsVice PresidentChief ExecutiveManagement Team ExecutivePortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFiduciaryTrust Law AttorneyLawyersConstructionLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Senior Investment Manager-Institutional Asset Advisors at Wells Fargo
Title:
Senior Investment Manager at Wells Fargo
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Wells Fargo - Charlotte, NCSenior Investment Manager-Institutional Asset Advisorssince Nov 2009Wachovia, A Wells Fargo Company Chief Investment Officer, Wachovia Pension and Savings Plan; Senior Vice President BOLI Program Mgr2004 - 2009

Jeremy Mordock Charlotte, NC

Professions & Specialties

TreasurerChief Investment OfficerFinancial OfficerFinancial ManagerManagement AnalystsMarketing ManagerOperations ManagerChief ExecutiveCorporate ExecutiveEmployee Relations ManagerHuman Resources SpecialistEmployee Relations SpecialistLabor Relations SpecialistRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient ManagerClient Service OfficerInvestorCustomer ServiceHuman Resource ManagerAdvisorTeam MemberField Marketing Specialist

Experience & Education

Position:
Human Resources Manager at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Bank of America Human Resources Managersince Jul 2010Bank of America Leadership Development Client ManagerMar 2008 - Feb 2011

Curtis Johnson Charlotte, NC

Professions & Specialties

Managing MemberPartnerChief Investment OfficerBoard MemberManagerOperations ManagerChief ExecutiveManagement AnalystsManagement Team ExecutiveFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNon-ProfitInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentProperty ManagerReal Estate Manager

Experience & Education

Position:
Managing Member at Johnson Investment Partners LLC, 2. Partner, Chief Investment Officer, Board...
Title:
Managing Member, Johnson Investment Partners LLC
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Johnson Investment Partners LLC - Charlotte, North Carolina AreaManaging Membersince Mar 20011805 Investments LLC 2. Partner, Chief Investment Officer, Board Membersince 2004

Henry Lomax Charlotte, NC

Professions & Specialties

Chief Executive OfficerChief Investment OfficerCorporate ExecutiveChief ExecutiveManagement AnalystsLeaderManagersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAccount ManagerAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Position:
Managing Director at CBRE
Location:
Charlotte, North Carolina Area
Industry:
Real Estate
Work history:
CBRE - Charlotte, North Carolina AreaManaging Directorsince 2011Crescent Resources Chief Investment Officer1994 - 2010
Certifications:
Certified Public Accountant, North Carolina State Board of Accountancy
CCIM, Commercial Investment Real Estate Institute

Frank Lleras Charlotte, NC

Professions & Specialties

Executive Vice PresidentChief Investment OfficerManagerVice PresidentChief ExecutiveManagement AnalystsOperations ManagerFinancial ManagerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPuchasing and Estimating Manager

Experience & Education

Position:
EVP, Chief Investment Officer at Optimum Income Property
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Optimum Income Property EVP, Chief Investment Officersince May 2009ExcellenREO Pre-marketing ManagerFeb 2010 - Feb 2011
Languages:
Spanish, French

Dong Li Charlotte, NC

Professions & Specialties

Chief Investment OfficerVice PresidentManagement AnalystsChief ExecutiveEconomistRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Senior Economist / SVP at Corporate Investments Group, Bank of America
Title:
Senior Economist, SVP at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Corporate Investments Group, Bank of America Senior Economist / SVPsince Dec 2009Corporate Investments Group, Bank of America Senior Economist / VPMay 2005 - Dec 2009
Languages:
English, Chinese

Tom Finke Charlotte, NC

Professions & Specialties

Chief Investment OfficerExecutive Vice PresidentManagement AnalystsVice PresidentChief ExecutiveCorporate ExecutiveSupporting MemberTeam Member

Experience & Education

Title:
EVP and Chief Investment Officer at MassMutual
Location:
Charlotte, North Carolina Area
Industry:
Investment Management

Damon Coley Charlotte, NC

Professions & Specialties

Chief Investment OfficerManagement AnalystsVice PresidentChief ExecutiveFinancial ManagerPortfolio ManagerInvestment AnalystPuchasing and Estimating Manager

Experience & Education

Title:
Chief Investment Officer at Ajax Capital Advisors, Inc.
Location:
Charlotte, North Carolina Area
Industry:
Investment Management

Philip Gaucher Charlotte, NC

Professions & Specialties

FounderChief Executive OfficerChief Investment OfficerFounding MemberChief ExecutiveCorporate ExecutiveManagement AnalystsFinancial ManagerConstructionInformation Technology SpecialistIT SpecialistAnalystsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Founder & Chief Executive Officer at VeriMed, Chief Investment Officer at Crescent Capital...
Title:
Founder & CEO, VeriMed
Location:
Charlotte, North Carolina Area
Industry:
Information Technology and Services
Work history:
VeriMed Founder & Chief Executive Officersince Dec 2012Crescent Capital Consulting, Corp. Chief Investment Officersince Aug 2012

Stephanie Lynch Charlotte, NC

Professions & Specialties

PartnerOwnerChief Investment OfficerChief ExecutiveManagement AnalystsTechnology DirectorTechnology ManagerTechnical ManagersNon-Profit

Experience & Education

Position:
Owner at Global Endowment Management
Title:
Founding Partner, Global Endowment Management
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Global Endowment Management Ownersince Feb 2007The Duke Endowment Chief Investment OfficerJun 1999 - Mar 2007

Derek Hernquist Charlotte, NC

Professions & Specialties

Chief Investment OfficerFinancial ManagerManagement AnalystsChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial ConsultantTraderFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalRecruitmentInvestorSales Representative

Experience & Education

Position:
Portfolio Manager at D. Scott Neal, Inc.
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
D. Scott Neal, Inc. - Charlotte, NCPortfolio Managersince Jan 2012Integrative Capital, LLC Chief Investment OfficerJul 2009 - Dec 2011
Skills:
Technical Analysis, Market Breadth

Robert Pharr Charlotte, NC

Professions & Specialties

Managing PartnerChief Investment OfficerPartnerChief ExecutiveManagement Analysts

Experience & Education

Position:
Managing Partner, Chief Investment Officer at WestEnd Advisors
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
WestEnd Advisors Managing Partner, Chief Investment Officersince Jan 1996

Arthur Nevid Charlotte, NC

Professions & Specialties

Chief Investment OfficerManagement AnalystsLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Chief Investment Officer at Mountain Real Estate Capital
Title:
Chief Investment Officer, Mountain Real Estate Capital
Location:
Charlotte, North Carolina
Industry:
Real Estate
Work history:
Mountain Real Estate Capital - Charlotte, New York, Minneapolis, San Diego, L.A., Napa, Richmond, Baltimore,Chief Investment Officersince May 1997
Skills:
Real Estate, Disposition, Private Equity, Residential Land Development, Real Estate Acquisitions...

Daniele Donahoe Charlotte, NC

Professions & Specialties

ChairpersonChief Information OfficerChief Investment OfficerChief ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersManagement AnalystsFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPortfolio ManagerInvestment AnalystPuchasing and Estimating Manager

Experience & Education

Position:
President and Chief Investment Officer at Rinehart Wealth Management
Title:
President and CIO Rinehart Wealth Management
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Rinehart Wealth Management President and Chief Investment Officersince May 2010Columbia Management Portfolio ManagerJun 2002 - Apr 2010
Skills:
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investment Management,...
Certifications:
CFA, CFA Institute

Mike Tarver Charlotte, NC

Professions & Specialties

Chief Investment OfficerManagement AnalystsBusiness ConsultantAnalystAdvisorAnalystsFraud SpecialistFinancial Compliance ExaminerAuditorPublishing ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIT AnalystInformation Systems AnalystSupport SpecialistsTechnical CommunicatorAuthorRecruitment

Experience & Education

Position:
Business Consultant at Wells Fargo
Title:
Business Consultant, Office of The WBR Chief Investment Officer at Wells Fargo
Location:
Charlotte, North Carolina
Industry:
Investment Management
Work history:
Wells Fargo - Charlotte, North Carolina AreaBusiness Consultantsince Jan 2013Wells Fargo Operations AnalystNov 2011 - Dec 2012

Bob Pharr Charlotte, NC

Professions & Specialties

Managing PartnerChief Investment OfficerPartnerChief ExecutiveManagement Analysts

Experience & Education

Title:
Managing Partner, Chief Investment Officer at WestEnd Advisors
Location:
Charlotte, North Carolina Area
Industry:
Investment Management

George Clausen Charlotte, NC

Professions & Specialties

ChairpersonChief Investment OfficerChief ExecutiveManagement AnalystsOperations ManagerPublisherInvestorPublishing ProfessionalBusiness AdministratorFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeper

Experience & Education

Position:
Publisher of at Analysis of the Wells Fargo / Wachovia 401K for ProActive Investors, President and...
Title:
President, Clausen Capital Management, Inc
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Analysis of the Wells Fargo / Wachovia 401K for ProActive Investors Publisher ofsince Jan 2003Clausen Capital Management, Inc. President and Chief Investment Officersince 2002

Randall Royther Charlotte, NC

Professions & Specialties

Executive Vice PresidentChairpersonChief Investment OfficerVice PresidentChief ExecutiveManagement AnalystsCorporate ExecutiveTechnology DirectorTechnology ManagerTechnical Managers

Experience & Education

Position:
Executive Vice President - Head of Capital Solutions Group at CertusBank
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
CertusBank - Charlotte, North Carolina AreaExecutive Vice President - Head of Capital Solutions Groupsince Jul 2011Stabilis Asset Management President, Chief Investment OfficerJul 2009 - Jul 2011
Skills:
Asset Managment, Portfolio Management, Fixed Income, Bonds, Series 7, Risk Management, Credit,...

Rob Pharr Charlotte, NC

Professions & Specialties

Managing PartnerChief Investment OfficerPartnerChief ExecutiveManagement Analysts

Experience & Education

Title:
Managing Partner, Chief Investment Officer at WestEnd Advisors
Location:
Charlotte, North Carolina Area
Industry:
Investment Management

Julie Bouhuys Charlotte, NC

Professions & Specialties

Chief Executive OfficerChief Information OfficerChief Investment OfficerFounderCorporate ExecutiveChief ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersManagement AnalystsFounding MemberAdvisorMaster of ScienceTraining ManagerManagersAccounting BookkeeperBookkeeper

Experience & Education

Position:
CEO and CIO at Concerto Asset Management, LLC
Title:
CEO at Concerto Asset Management
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Concerto Asset Management, LLC - Charlotte, NCCEO and CIOsince Jan 2007Wachovia Managing Director - Head of Credit ProductsAug 1994 - Oct 2006

Erick Christensen Charlotte, NC

Professions & Specialties

Vice PresidentChief Executive OfficerFinancial DirectorTreasurerChief Investment OfficerChief ExecutiveCorporate ExecutiveFinancial OfficerFinancial ManagerManagement AnalystsFinance and Accounting SpecialistChief AccountantAccounting BookkeeperBookkeeperAccount ManagerHuman Resources SpecialistRecruitment

Experience & Education

Position:
Vice President - Head of North America Compliance Practice at Capgemini
Title:
Vice President - Head of North America Compliance Practice
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Capgemini - Charlotte, NCVice President - Head of North America Compliance Practicesince Jan 2012Bank of America - Charlotte, North Carolina AreaManaging Director Compliance ExecutiveFeb 1989 - Dec 2011

Minor Hinson Charlotte, NC

Professions & Specialties

Chief Investment OfficerChief Executive OfficerManagement AnalystsCorporate ExecutiveChief ExecutiveFundraising OfficerFundraiserCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Senior Managing Director and Chief Investment Officer at Bourne Partners / Bourne Capital Partners
Title:
Senior Managing Director and Chief Investment Officer at Bourne Partners
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Bourne Partners / Bourne Capital Partners - Charlotte, North Carolina AreaSenior Managing Director and Chief Investment Officersince 2011Christofferson Robb & Company Business DevelopmentJan 2008 - Dec 2011

Akeem Mustapha Charlotte, NC

Professions & Specialties

Chief Investment OfficerManagerChief Digital OfficerManagement AnalystsOperations ManagerTechnology ManagerTechnical ManagersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief investment officer at Labi Investment company LLc, RISK MANAGER at AKKO VENTURES INC
Title:
Chief investment officer at Labi Investment company LLc
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Labi Investment company LLc - Charlotte,Nc USAChief investment officersince Jul 2009AKKO VENTURES INC RISK MANAGERsince Jan 2002
Skills:
Financial Analysis, Portfolio Management, Risk Management

Patrick Goldin Charlotte, NC

Professions & Specialties

Chief Investment OfficerGeneral PartnerManagement AnalystsPartnerChief ExecutiveFinancial ManagerAnalystAnalystsInvestment AnalystPuchasing and Estimating ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Summer Analyst at Global Endowment Management, Chief Investment Officer at UNC Investment Society,...
Title:
Summer Analyst at Global Endowment Management
Location:
Charlotte, North Carolina
Industry:
Investment Management
Work history:
Global Endowment Management - Charlotte, North Carolina AreaSummer Analystsince Jun 2013UNC Investment Society - Raleigh-Durham, North Carolina AreaChief Investment Officersince May 2013

Jason Libby Charlotte, NC

Professions & Specialties

Chief Investment OfficerChief Executive OfficerManagement AnalystsCorporate ExecutiveChief ExecutiveTechnology ManagerTechnical ManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate ManagerTraining ManagerManagers

Experience & Education

Position:
Chief Investment Officer at Cazenovia Creek Investment Management, LLC
Title:
Investment Management
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Cazenovia Creek Investment Management, LLC - Charlotte, North Carolina AreaChief Investment Officersince Apr 2010Old Hill Partners Managing Director2001 - 2007

Randall Griggs Charlotte, NC

Professions & Specialties

Chief Investment OfficerManagerManagement AnalystsOperations ManagerCounselorAdvisorFiduciaryTrust Law AttorneyLawyers

Experience & Education

Position:
Chief Investment Officer at Griggs Capital Management, LLC, Independent SEC Registered Investment...
Title:
Chief Investment Officer
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Griggs Capital Management, LLC Chief Investment Officersince Jan 2008Griggs Capital Management Independent SEC Registered Investment Adviser, Money Managersince Jan 2007

Pete Brucia Charlotte, NC

Professions & Specialties

Chief Investment OfficerTreasurerSenior Vice PresidentManagement AnalystsFinancial OfficerFinancial ManagerVice PresidentChief ExecutiveInvestorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerManagersTeam MemberAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Investment Officer & Treasurer at Lat Purser & Associates, Inc.
Location:
Charlotte, North Carolina Area
Industry:
Commercial Real Estate
Work history:
Lat Purser & Associates, Inc. Chief Investment Officer & Treasurersince Jan 2012Lat Purser & Associates, Inc Senior Vice President & TreasurerOct 2006 - Dec 2011
Certifications:
CPA

Gary Austin Charlotte, NC

Professions & Specialties

Chief Investment OfficerDirectorManagement AnalystsFinancial ManagerOperations ManagerChief ExecutiveFinancial OfficerPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Investment Officer at PDR Advisors, LLC
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
PDR Advisors, LLC - Charlotte, North Carolina AreaChief Investment Officersince Mar 2007Evergreen Investments - Charlotte, North Carolina AreaDirector and Senior Fixed Income Portfolio Manager and Strategist1995 - 2007

Ken Warlick Charlotte, NC

Professions & Specialties

Chief Investment OfficerVice PresidentDirectorManagement AnalystsChief ExecutiveOperations ManagerCorporate ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Investment Officer at AgIS Capital LLC
Title:
Global Farm and Agribusiness Acquisitions
Location:
Charlotte, North Carolina Area
Industry:
Food Production
Work history:
AgIS Capital LLC - Charlotte, North CarolinaChief Investment Officersince Jul 2013HAIG Hancock Natural Resources Group - Vice President and Director of AcquisitionsMar 2007 - May 2013

Donna Nicosia Charlotte, NC

Professions & Specialties

Vice PresidentChief Investment OfficerChief ExecutiveManagement AnalystsSupport ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President - Business Support Manager at US Trust
Title:
VP - Business Support Manager at US Trust
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
US Trust Vice President - Business Support Managersince May 2010Columbia Management Vice President - Office of the Chief Investment OfficerJan 2004 - Apr 2010

Phil Payonk Charlotte, NC

Professions & Specialties

Chief Investment OfficerVice PresidentManagement AnalystsChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Investment Officer at Hawthorne Residential Partners
Location:
Charlotte, North Carolina Area
Industry:
Real Estate
Work history:
Hawthorne Residential Partners Chief Investment Officersince Mar 2012Grandbridge Real Estate Capital Vice PresidentJun 2003 - Mar 2012
Skills:
HUD, Underwriting, Loans, Real Estate, CMBS, Agency, Equity

Taylor Stanfield Charlotte, NC

Professions & Specialties

Chief Investment OfficerPartnerManagement AnalystsChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerTeam Member

Experience & Education

Position:
Chief Investment Officer at Craig Davis Properties
Location:
Charlotte, North Carolina Area
Industry:
Commercial Real Estate
Work history:
Craig Davis Properties Chief Investment Officersince Jun 2010Redan Capital Partners PartnerSep 2006 - Jun 2010

Sue Tannehill Charlotte, NC

Professions & Specialties

Chief Investment OfficerChief Executive OfficerManagement AnalystsCorporate ExecutiveChief ExecutiveFinancial ManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPuchasing and Estimating Manager

Experience & Education

Title:
Managing Director & Chief Investment Officer Wealth Management at TIAA-CREF
Location:
Charlotte, North Carolina Area
Industry:
Financial Services

Ken Glidden Charlotte, NC

Professions & Specialties

Chief Investment OfficerFounderManagement AnalystsFounding MemberChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Title:
Founder and Chief Investment Officer at Next Door Properties LLC
Location:
Charlotte, North Carolina Area
Industry:
Real Estate

Brian Rudisill Charlotte, NC

Professions & Specialties

Chief Investment OfficerFinancial ManagerManagement AnalystsPortfolio ManagerInvestment AnalystPuchasing and Estimating Manager

Experience & Education

Position:
Portfolio Manager at Novare Capital Management
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Novare Capital Management Portfolio Managersince Dec 2010Eastover Capital Chief Investment OfficerNov 2005 - Dec 2010

Kenneth Glidden Charlotte, NC

Professions & Specialties

Chief Investment OfficerFounderManagement AnalystsFounding MemberChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Title:
Founder and Chief Investment Officer at Next Door Properties LLC
Location:
Charlotte, North Carolina Area
Industry:
Real Estate

Greg Smith Charlotte, NC

Professions & Specialties

Business Development ManagerChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveExecutive Team LeaderChief Information OfficerChief Operating OfficerFinancial DirectorManagement AnalystsTechnology DirectorTechnology ManagerTechnical ManagersGeneral and Operations ManagerDirector of OperationsFinancial OfficerFinancial ManagerSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerInvestorLeadership Think TankBusiness ConsultantAnalystsMaster of Business AdministrationBachelor of Business AdministrationSales Representative

Experience & Education

Position:
Executive Managing Director at Innovation Partners, LLC, Principal at Immersion Investment Group
Title:
Experienced Business Executive
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Innovation Partners, LLC Executive Managing Directorsince Aug 2010Immersion Investment Group - Charlotte, North Carolina AreaPrincipalsince Nov 2009
Languages:
English, Spanish, Portuguese
Chief Investment Officer at First Legacy Advisors

Dan Gattis Charlotte, NC

Professions & Specialties

Senior Vice PresidentChief Executive OfficerFounderChairpersonCo-FounderManagerVice PresidentChief ExecutiveCorporate ExecutiveFounding MemberOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational ManagerMaster of Public AdministrationSpeakerPhilanthropePilotSpokespersonRepresentativeNon-ProfitAir Transportation WorkerAuthorBicyclistRacer

Experience & Education

Position:
Senior Vice President at IPS Group
Location:
Charlotte, North Carolina
Industry:
Management Consulting
Work history:
IPS Group Senior Vice Presidentsince Feb 2011The Jacobson Group Managing DirectorOct 2006 - Feb 2010
Skills:
Management, Strategy, Business Development, Mergers & Acquisitions, Executive Search,...
Languages:
English, Spanish
Chief Investment Officer,CIO,,TGL,

Matthew Moore Charlotte, NC

Professions & Specialties

Management AnalystsChief ExecutiveEconomistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSpokespersonRepresentativeResearcherSurvey ResearcherAdvisorPostsecondary Teacher

Experience & Education

Position:
Senior Economist at Ally Financial
Title:
Economist
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Ally Financial Senior Economistsince Oct 2009Banc of America Securities Senior EconomistMar 2006 - Apr 2009
Skills:
Economics, Financial Markets, Fixed Income, Bloomberg, Capital Markets, Rates, Econometrics,...
s Chief Investment Officer

Angela Kirkby Charlotte, NC

Professions & Specialties

Vice PresidentChief ExecutivePublic Information OfficerManagerTreasurerChief Investment OfficerFinancial OfficerFinancial ManagerOperations ManagerManagement AnalystsHuman Resources SpecialistRecruitmentEmployee Relations ManagerHuman Resources RepresentativeEmployee Relations SpecialistLabor Relations SpecialistApprenticeLeaderInvestorSupporting MemberManagersTeam MemberChief AccountantFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational ManagerMedical Practice ProfessionalPsychologistIndustrial-Organizational PsychologistMedical PractitionerIndustrial PsychologistMaster of ArtsBachelor of ArtsProperty ManagerReal Estate ManagerIT ManagerStudent WorkerPsychology Specialist

Experience & Education

Position:
VP, Corporate Human Resources at Belk
Title:
VP, Corporate Human Resources
Location:
Charlotte, North Carolina Area
Industry:
Human Resources
Work history:
Belk - Charlotte, NCVP, Corporate Human Resourcessince Jan 2013Bank of America - Charlotte, NCSVP, Global Diversity and Inclusion ExecutiveOct 2012 - Dec 2012
Skills:
Organizational Design, Incentive Programs, HRIS, Employee Relations, Performance Management,...

Dale Levine Charlotte, NC

Professions & Specialties

Chief Administrative OfficerChief ExecutiveChairpersonChief Investment OfficerOwnerManagement AnalystsOperations ManagerOffice AssistantVolunteerAssistant to the PresidentOffice ClerkClerical SpecialistNon-ProfitAdministrative AssociateAdministrative ClerkRecruitmentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFront Desk ClerkOrganization ManagementPublishing ProfessionalFront Office ReceptionistHuman Resources SpecialistNotary PublicNotaryLawyersBachelor of ArtsSecretary

Experience & Education

Title:
Executive Assistant
Location:
Charlotte, North Carolina Area
Industry:
Real Estate
Work history:
Girl Scouts, Hornets' Nest Council Trailblazer Service Unit Volunteer2002 - 2013BECO South, LLC - Charlotte, North Carolina AreaAdministrative Assistant to PresidentFeb 2011 - Aug 2011
Skills:
Customer Service, Microsoft Office, Outlook, Access, Lotus Notes, Commercial Real Estate, Real...
Certifications:
North Carolina Notary Public, Secretary of State
Human Resources Certificate Program, CPCC

T.C. Robillard Charlotte, NC

Professions & Specialties

Vice PresidentChief ExecutiveFounding MemberManagement AnalystsCorporate ExecutiveOperations ManagerInvestorConsumer Goods ProfessionalCommodities ClerkTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentResearch AssociateResearch AssistantSurvey ResearcherResearch SpecialistResearch ScientistResearcherSchool AdministratorEducational Manager

Experience & Education

Position:
Vice President, Investor Relations at Hanesbrands Inc.
Location:
Charlotte, North Carolina Area
Industry:
Consumer Goods
Work history:
Hanesbrands Inc. Vice President, Investor Relationssince Apr 2013Cbeyond Vice President, Investor RelationsJun 2012 - Mar 2013
Skills:
Financial Analysis, Financial Modeling, Data Analysis, Business Analysis, Competitive Analysis,...
Chief Investment Officer at LKN Asset

John Mebane Charlotte, NC

Professions & Specialties

TreasurerFinancial OfficerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Trustee and Treasurer at Mary Duke Biddle Foundation
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Chief Investment Officer at The Duke Endowment

Mark Kehe Charlotte, NC

Professions & Specialties

ManagerOperations ManagerChief ExecutiveManagement AnalystsSales AgentSales RepresentativeModelPerformerBusiness AnalystLeaderClerical SpecialistAnalystAnalystsManagersBachelor of ArtsAssociate of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Operational Risk Manager at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Bank of America - Charlotte, North Carolina AreaOperational Risk Managersince Aug 2013Bank of America - Charlotte, North Carolina AreaSVP Senior Quantitative Risk ManagerJun 2006 - Aug 2013
Worked as part of a team under the Chief Investment Officer that oversaw the firm's i..

Thomas Mcavity Charlotte, NC

Professions & Specialties

OwnerChief Executive OfficerChief ExecutiveCorporate ExecutiveManagerFinancial OfficerFinancial ManagerManagement AnalystsOperations ManagerIndependent ConsultantCounselorAdvisorSupporting MemberTeam Member

Experience & Education

Position:
Owner at Thomas McAvity, Independent Consultant
Location:
Charlotte, North Carolina Area
Industry:
Insurance
Work history:
Thomas McAvity, Independent Consultant Ownersince Sep 2010NewOak Capital LLC Managing DirectorOct 2008 - Sep 2010
Skills:
Asset-liability management, Investment management, CFO, Investment Strategies, Quantitative...
Executive VP and Chief Investment Officer at Scottish Re Group Limi..

Jon Guckenberger Charlotte, NC

Professions & Specialties

ChairpersonChief Operating OfficerVice PresidentChief ExecutiveOperations ManagerGeneral and Operations ManagerDirector of OperationsChief Learning OfficerTechnology ManagerTechnical ManagersManagement AnalystsFinancial OfficerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness ManagerCustodial WorkerCleanersTraining ManagerManagersMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Position:
President at TigerHawk Holdings Inc.
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
TigerHawk Holdings Inc. Presidentsince Apr 2009Wachovia Securities Business Manager/ COO / VPMay 2006 - May 2008
..and risk management measures to Chief Investment Officer



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