Mr. Cary is a forty year veteran of the investment industry. Shortly after he began his career at Wachovia Bank as an equity research analyst, Mr. Cary participated in a research project headed by Professor Sidney Coddle at Stanford University. While at Stanford, Mr. Cary gained exposure to the theory and importance of asset allocation, which later was the foundation for his investment discipline at Bankers Trust of South Carolina where he served as Chief Investment Officer. In 1986 Mr. Cary founded Companion Capital Management (now CCM Investment Advisers, LLC) and has served as President and Chief Investment Officer since that time. Mr. Cary was graduated from Wofford College and received his Master of Business Administration degree from the University of South Carolina. His primary responsibilities at CCM include responsibility for strategic and tactical asset allocation, oversight of the equity and fixed income research process, fundamental research in the energy, health care and finance sectors as well as management of client portfolios. Mr. Cary is active in the community and has served on numerous Boards of Directors. Proficient in Investment Policy, Mr. Cary has assisted several organizations in the development and implementation of investment programs.

 

Mr. Key began his career at the South Carolina National Bank and later moved to First Union Bank where he started and managed the Private Banking Group in Columbia, South Carolina. He subsequently served as Treasurer of The Seibels Bruce Group, where his responsibilities included management of the fixed income investment portfolio, short term cash management, debt management as well as investor relations. Mr. Key joined CCM Investment Advisers in 1998 and his responsibilities include management of client portfolios, marketing and fundamental research in the industrials and utility sectors. In addition, he serves as the Fixed Income Strategist for the firm. Mr. Key was graduated from Furman University and received his MBA from the University of South Carolina in 1982. He is a CFA Charterholder, a former Certified Cash Manager, has served as an adjunct professor of finance at the University of South Carolina and has provided expert consultation on legal matters involving lending and securities. Mr. Key is a past President of the CFA Society of South Carolina.

 

Mr. Antley joined CCM Investment Advisers after graduating from the Honors College of the University of South Carolina in 1988 and then receiving his Master of Business Administration Degree from the University of South Carolina in 1990.  During his twenty years at CCM, Mr. Antley has worked in all areas of investment management including corporate accounting, portfolio accounting, quantitative modeling, asset allocation, macro-economic research, equity and fixed income fundamental research, and portfolio management.  Mr. Antley serves as Chief Equity Strategist for CCM and is responsible for development of the CCM Equity Model.  His individual areas of fundamental research include the Technology and Retail Sectors.  Mr. Antley has responsibility for the management of client portfolios, marketing support, and oversight of information technology, portfolio accounting and administration for CCM.  Mr. Antley is a guest lecturer at the University of South Carolina's Moore School of Business and has been featured on the Dow Jones and Bloomberg newswires.

 

Mr. Burkett joined CCM Investment Advisers after receiving his Bachelor of Science degree, Magna Cum Laude, from the University of South Carolina.  His responsibilities at CCM include portfolio trading and management, information systems, performance composite, research on fixed income products as well as the business equipment and services, consumer services, capital goods, consumer non-durable and durable sectors.  Prior to his college studies, Mr. Burkett served in the United States Army 82nd Airborne Division, with a later posting to the Defense Language Institute.  Mr. Burkett is a CFA Charterholder and serves as the current President of the CFA Society of South Carolina.

 

Ms. Rhodes was graduated from the University of South Carolina in 1995. She began her career as Staffing Director for Priority One Staffing Services. Prior to joining CCM, she served as Training Coordinator for IJL/Wachovia’s Investment Consulting Services division. Her responsibilities at CCM are marketing products and services to clients in the Southeastern region.

 

 

Mr. Bell was graduated from the Lee University and received an MBA in Finance from the University of Eastern New Mexico. Mr. Bell was a combat crewmember in the United States Air Force. After retiring from service, he joined the firm of Burkett, Burkett & Burkett CPAs P.A as a Certified Public Accountant. Prior to joining CCM, he served in the finance department of Companion Property and Casualty, a subsidiary of BlueCross BlueShield of SC. Mr. Bell's responsibilities at CCM are assisting clients with their financial planning needs, as well as accounting responsibilities for the firm. He is a member of the S.C. Association of Certified Public Accountants, and the American Institute of Certified Public Accountants.