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
- 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)