| Vulcan Value Partners Team | ||
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C.T. Fitzpatrick, CFA C.T. Fitzpatrick founded Vulcan Value Partners in 2007 to manage his personal capital. Since inception, all four strategies have peer rankings in the top 15% of value managers in their respective categories.* Prior to founding Vulcan Value Partners, C.T. worked as a principal and portfolio manager at Southeastern Asset Management. C.T. earned his MBA in Finance from the Owen Graduate School of Management at Vanderbilt University. He also has a BS in Corporate Finance from the University of Alabama. |
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R. Bruce Donnellan, CFA Bruce Donnellan joined Vulcan Value Partners in 2009. Bruce has over 30 years experience in finance and investment valuation analysis. Prior to joining Vulcan Value Partners, Bruce was employed by Southern Company where he was involved in acquiring power facilities for the Company's wholesale power subsidiary. Previously, Bruce served as a member of the senior management teams of several closely held and private equity portfolio companies. He has also served as CFO for the power and real estate subsidiaries of Harbert Corporation, a privately held investment company, and was involved as a Director of Investments for Harbinger, the firm's entry into the investment management business. In addition, Bruce has held various executive, financial and investment positions at Blount, Inc., a publicly traded conglomerate. Bruce earned his MBA in Finance from the Wharton School at the University of Pennsylvania and holds a Bachelor of Electrical Engineering from Auburn University. |
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F. Hampton McFadden, Jr., CFA Hampton McFadden joined Vulcan Value Partners in 2009. Prior to joining the firm, Hampton was the Co-Founder and CEO of Republic Capital Access, which provides liquidity and funding for small and medium sized government service contractors and uses a proprietary underwriting and invoice processing system to create a customized, flexible program for funding the working capital needs of government contractors while relying exclusively on the US Government as the ultimate obligor of the receivables. Earlier in his career, he served as Executive Vice President, General Counsel, Secretary, and Chief Risk Officer of a publicly traded bank holding company with over $1 billion in assets. Hampton began his career as an attorney in private law practice with an emphasis on publicly traded and privately held healthcare and financial companies. Hampton earned his JD from Vanderbilt University. He also has a BA in Philosophy from Amherst College. |
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Allen Cox Allen Cox joined Vulcan Value Partners in 2008. As the first full time employee at Vulcan Value Partners, he has made significant contributions to our research efforts and the structure of our research process. Allen earned his BS in Finance from the Business Honors Program at the University of Alabama, where he graduated magna cum laude. Allen has passed all three levels of the CFA Program. |
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McGavock Dunbar McGavock Dunbar joined Vulcan Value Partners in 2010. Prior to joining Vulcan Value Partners, McGavock interned at New Capital Partners, a private equity firm headquartered in Birmingham, AL while working towards his MBA at the Darden School at the University of Virginia. Before attending graduate school, McGavock worked as an Associate in the investment banking department at Susquehanna International Group. In his time there, McGavock trained as an assistant trader in Susquehanna's options market making program, then moved on to help build and launch the investment banking department. After the launch, McGavock executed public equity offerings and merger and acquisition transactions for companies in a number of different industries including alternative energy, healthcare, business services, and Asian technology and consumer sectors. McGavock earned his MBA from the Darden School at the University of Virginia. He also has a Master of Education and Bachelor of Arts from the University of Virginia, with a double major in History and Religious Studies. McGavock is a Level III candidate in the CFA program and is a registered representative of ALPS Distributors, Inc. |
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Anne Morrow Anne Morrow joined Vulcan Value Partners in 2009. Prior to joining Vulcan, Anne was an Associate Vice President at Morgan Keegan. Her primary responsibilities included trading equities, options, and mutual funds, client account management including research and reporting, and money movement transactions. Anne attended the Sally McDonnell-Barksdale Honors College at the University of Mississippi, where she earned her Bachelor’s of Business Administration in Economics. Anne is a registered representative of ALPS Distributors, Inc.
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G. Adam McClain Adam McClain joined Vulcan Value Partners in 2009. Prior to joining Vulcan Value Partners, Adam served as a First Vice President and Client Advisor in the Private Wealth Management group at SunTrust Bank, where he was responsible for sales and service of various products which included brokerage and trust investments, capital markets transactions, various debt structures, cash management strategies, and alternative investments. Adam began his career in the Trust and Investment Services group at SunTrust Bank. He also worked at GenSpring Family Offices, a SunTrust Subsidiary, where he assisted in portfolio construction and asset allocation for ultra high net worth families. Adam earned his MBA from the University of Memphis. He also has a BS in Business Administration with emphasis in Finance from the University of Tennessee. Adam is a Level III candidate in the CFA Program and a registered representative of ALPS Distributors, Inc. |
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William Hjorth Bill Hjorth joined Vulcan Value Partners in 2009. Prior to joining Vulcan Value Partners, Bill served as a Regional Vice President for Evergreen Investments, where he managed a regional territory and was responsible for marketing separate accounts and mutual funds to financial advisors. Bill also worked as a Team Leader and senior internal sales consultant for Evergreen Investments. Earlier in his career, he worked in similar capacities at CDC IXIS Asset Management. Bill began his career as a financial advisor for John Hancock. Bill has a BA in Business Management from Providence College and is a registered representaive for ALPS Distributors, Inc. |
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Leighton Denman DeBray Leighton DeBray joined Vulcan Value Partners in 2009. Prior to joining Vulcan Value Partners, Leighton served as Associate Director of Donor Relations at the Alabama Ballet where she was responsible for all communication between the organization and potential donors. While her role was primarily fundraising, she was also responsible for the organization’s database management and assisted in the organization’s budgeting, auditing, and financial reporting. Leighton earned her BA with a double major in Marketing and Finance from the University of Mississippi. Leighton is a registered representative of ALPS Distributors, Inc.
*Peer ranking information sourced from Zephyr StyleADVISOR versus Zephyr Large Cap Value and Zephyr Small Cap Value for periods since inception through September 30, 2011. |
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