People

Role:

• Founding Partner
• Co-Executive Officer
• Board Member

Education & Credentials:

• B.S. in Business, Rollins College
• M.B.A., Rollins College

Past Experience:

• Director, Partner, and President, SunBank Capital Management
• Bank Examiner, Office of the Comptroller of Currency

Role:

• Founding Partner
• Co-Chief Executive Officer
• Board Member

Education & Credentials:

• B.A. in Economics, Rollins College

Past Experience:

• Director and Partner, SunBank Capital Management

Role:

• Managing Partner
• Board Member
• Director of Marketing
• Joined in 1995

Education & Credentials:

• B.S. in Finance, University of Florida
• M.B.A., University of Central Florida

Past Experience:

• Client Service, SunBank Capital Management

Role:

• Partner
• Board Member
• Portfolio Manager, U.S. Large Cap Value
• Joined in 2009

Education & Credentials:

• B.S. in Finance, St. John’s University
• M.B.A., St. John’s University
• CFA

Past Experience:

• Sr. Research Analyst, BlackRock
• Sr. Insurance Analyst, Dean Witter & Reynolds

Role:

• Managing Partner
• Chief Investment Officer
• Board Member
• Portfolio Manager, U.S. Small Cap/Micro Cap Value
• Joined in 1996

Education & Credentials:

• B.S. in Finance, Oglethorpe University
• M.B.A., University of Notre Dame

Past Experience:

• Associate Portfolio Manager, First Union Capital Management

Role:

• Partner
• Board Member
• Portfolio Manager, U.S. SMID-Cap Value
• Co-Portfolio Manager, U.S. Small Cap/Micro Cap Value
• Joined in 2008

Education & Credentials:

• B.S. in Environmental Engineering, Murray State University
• M.S.F., Boston University
• CFA

Past Experience:

• Equity Analyst, Veredus Asset Management
• Equity Analyst, INVESCO

Role:

• Partner
• Co-Portfolio Manager, U.S. Micro Cap Value
• Sr. Research Analyst, U.S. SMID Cap/Small Cap Value
• Joined in 2007

Education & Credentials:

• B.S. and M.S. in Accountancy, University of Southern Mississippi
• CFA, CPA, CFA Certificate in ESG

Past Experience:

• Equity Analyst, SunTrust Banks

Role:

• Partner
• Sr. Research Analyst
• Joined in 2007

Education & Credentials:

• B.A. in Anthropology, Rollins College
• M.B.A., Rollins College
• CFA

Past Experience:

• Sr. Marketing Analyst, Standish Mellon Asset Management
• Treasury Management Analyst, SunTrust Banks

Role:

• Partner
• Sr. Research Analyst
• Joined in 2014

Education & Credentials:

• B.S. in Finance, Lancaster University
• M.S.F., Lancaster University
• CFA
• CAIA

Past Experience:

• Associate Portfolio Manager, Russell Investments

Role:

• Partner
• Co-Portfolio Manager, U.S. SMID Cap Value
• Sr. Research Analyst, U.S Small/Micro Cap Value & U.S. Large Cap Value
• Joined in 2010

Education & Credentials:

• B.S. in Mathematics, Northern Illinois University
• M.B.A., Rollins College
• CFA

Past Experience:

• Intern, DRZ

Role:

• Partner
• Board Member
• Portfolio Manager
• Joined in 2012

Education & Credentials:

• B.A. in Political Science, University of Pittsburgh
• M.A. in Economic Development, University of Pittsburgh
• M.B.A., Boston College

Past Experience:

• Sr. EM Research Analyst, BNP Paribas

Languages:

• Spanish, fluent
• Portuguese, fluent
• German, conversant

Role:

• Sr. Research Analyst
• Joined in 2019

Education & Credentials:

• B.S. in Computer Science and Engineering, Ohio State University
• M.S.F., Kent State University

Past Experience:

• Sr. EM/Intl Equity Research Analyst, PNC Capital Advisors
• EM/Intl Equity Portfolio Manager, Victory Capital Management

Languages:

• Mandarin Chinese, fluent

Role:

• Sr. Research Analyst
• Joined in 2021

Education & Credentials:

• B.S. in Finance, University of International Business and Economics
• M.B.A., University of Pennsylvania
• PhD Candidate in Finance, University of Cambridge

Past Experience:

• Sr. EM Equity Research Analyst, Matthews Asia International Capital Management

Languages:

• Mandarin Chinese, fluent
• Cantonese Chinese, fluent
• Japanese, conversant

Role:

• Sr. Research Analyst
• Joined in 2022

Education & Credentials:

• B.S. in Finance, University of San Francisco
• M.S. in Finance and Investments, Erasmus University
• CFA, CFA Certificate in ESG

Past Experience:

• Sr. Equity Research Analyst and Jr. Portfolio Manager, River and Mercantile Group
• V.P. and Jr. Portfolio Manager, Credit Suisse Asset Management

Languages:

•  German, fluent

Role:

• Research Analyst
• Joined in 2023

Education & Credentials:

• B.A. in International Business, Rollins College
• M.B.A. with Finance Concentration, Rollins College

Past Experience:

• Intern, DRZ

Languages:

• Slovenian, fluent
• Serbian, fluent
• Croatian, fluent
• German, fluent

Role:

• Partner
• Board Member
• Director of Client Service
• Joined in 2004

Education & Credentials :

• B.S. in Business Administration, Clemson University

Past Experience:

• Partner, JRW Partners
• Managing Director, SunBank Capital Management

Role:

• Client Service Associate
• Joined in 2008

Education & Credentials:

• B.A. in International Relations and Political Science, Rhodes College

Past Experience:

• Lobbyist, Captel Washington

Role:

• Marketing/Client Service Associate
• Joined in 2008

Education & Credentials:

• B.A. in Political Science, Rollins College
• M.B.A., Rollins College

Past Experience:

• Research Analyst, DRZ

Role:

• Client Service Associate
• Joined in 2011

Education & Credentials:

• B.S. in Telecommunication News, University of Florida

Role:

• Partner
• Chief Compliance Officer
• Joined in 2012

Education & Credentials:

• B.S. in Economics and Finance, Barry University
• CFA Certificate in ESG

Past Experience:

• Regulatory Consultant, ACA Compliance Group
• Examiner, SEC Division of Investment Management

Role:

• Partner
• Board Member
• Chief Financial Officer
• Joined in 2009

Education & Credentials:

• B.S. in Accountancy, University of Florida
• M.S. in Accountancy, University of Central Florida
• CPA

Past Experience:

• Chief Financial Officer, AOI Medical
• Controller, Capital Cargo Intl Holdings
• Senior Auditor, Arthur Andersen

Role:

• Partner
• Director of Operations
• Joined in 1995

Education & Credentials:

• B.A. in French, University of Central Florida

Past Experience:

• Supervisor of Operations, SunBank Capital Management

Role:

• Director of Information Technology
• Joined in 2013

Education & Credentials:

• B.S. in Business Administration/Information Systems, Embry-Riddle Aeronautical University
• Microsoft Certified Engineer

Past Experience:

• IT Director, FGX International
• IT Manager, Comtech Systems
• IT Manager, Amon Investments

Role:

• Sr. Operations Associate
• Joined in 2020

Education & Credentials:

• B.B.A.. in Business Administration and Marketing, Baruch College

Past Experience:

• Operations Specialist, Trilogy Global Advisors
• Client Administrator, Swiss American Securities
• Global Income Specialist, Bank of New York Mellon

Role:

• Compliance Associate
• Joined in 2020

Education & Credentials:

• State College of Florida

Past Experience:

• Insurance

Role:

• Executive Administrative Assistant
• Joined in 2000

Education & Credentials:

• B.A. in Advertising (Marketing concentration), University of Florida

Role:

• Administrative Assistant
• Joined in 2015

Education & Credentials:

• B.A. in Political Science, Rollins College
• B.A. in Psychology, Rollins College
• M.S. in Counseling, Rollins College

Past Experience:

• Layout Editor, Wall Street Journal

Role:

• Sr. Research Analyst
• Director of ESG
• Joined in 2013

Education & Credentials:

• B.S. in Economics, University of North Dakota
• M.B.A., University of Maryland
• CFA Certificate in ESG

Past Experience:

• Financials Research Analyst, Height Analytics
• Research Analyst, DePrince, Race & Zollo

Role:

• Research Analyst
• Joined in 2022

Education & Credentials:

• B.A. in Organizational Communication, Rollins College
• Finra Series 7, 9, 10, 63 and 65
• CFA

Past Experience:

• Portfolio Strategist, Winter Park Wealth Group
• Director of Financial Planning, Northwestern Mutual of Greater Orlando
• RIA Relationship Manager, Charles Schwab & Co.

Role:

• Sr. Research Analyst
• Joined in 2023

Education & Credentials:

• B.B.A. in Accounting, Howard University
• M.B.A., Wake Forest University
• CFA

Past Experience:

• Sr. Equity Research Analyst, Nuveen Asset Management
• Business Valuation Associate, KPMG
• Investment Banking Analyst, Goldman Sachs & Co.