SR. VICE-PRESIDENT

Professional/Educational Background

• The Jacksonville Financial Analyst Society, Member
• The CFA Institute, Member
• National Register’s Who’s Who in Executives & Professionals
• Uniform Investment Advisors Exam – Series 65 License
• Armstrong Atlantic State University – BS
• University of Georgia, Terry School of Business
• Savannah Country Day School, Savannah, GA

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• President of the Chatham Club (2019-2020)
• Greater Savannah Athletic Hall of Fame 2012 Inductee
• University of Georgia Tennis Team (1978-1982)
• SEC Champions and #4 NCAA-Ranked Team
• Has served on a number of local boards.

Business Background

• First City Capital Management, Inc. – CIO, SVP (1992–Present)
• Minis & Co., Inc. – Portfolio Manager (1988-1992)
• Johnson, Lane, Space, Smith & Co., Inc.- Securities Broker (1986-1988)
• Lazard, Curlee & Company, CPA – Staff Accountant (1984-1986)