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Fowler W. Cary, Jr. President |
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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.
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Robert F. Key, CFA Senior Vice
President |
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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.
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Chris W. Antley Senior Vice
President |
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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.
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Michael A. Burkett, CFA Vice
President |
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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.
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Rebecca
F. Rhodes Regional
Marketing Director |
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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.
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Glenn E. Bell, CPA Certified Public Accountant |
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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.
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