Investment Team

C.T. FITZPATRICK, CFA

Founder, Chief Executive Officer, Chief Investment Officer

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 3% 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. During his 17 year tenure, the team at Southeastern Asset Management achieved double digit returns well ahead of inflation and was ranked in top 5% of money managers over five, ten, and twenty year periods according to Callan and Associates.

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.

 

Analysts

MCGAVOCK DUNBAR, CFA

Principal, Equity Analyst

McGavock Dunbar joined Vulcan Value Partners in 2010. Prior to joining Vulcan Value Partners, McGavock worked as an Associate in the investment banking department at Susquehanna International Group.

McGavock earned his MBA from the University of Virginia Darden School of Business. 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.

 

R. BRUCE DONNELLAN, CFA

Principal, Equity Analyst

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.

 

F. HAMPTON MCFADDEN, JR., CFA

Principal, Equity Analyst

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.

 

STEPHEN W. SIMMONS, CFA

Principal, Equity Analyst

Stephen Simmons joined Vulcan Value Partners in 2013. Stephen has over 20 years experience valuing businesses across a wide variety of industries. Prior to joining Vulcan Value Partners, Stephen served as Chief Financial Officer for Consolidated Shoe Company, a 100 year old Virginia company designing, sourcing and wholesaling branded women’s shoes. In addition to his finance and accounting duties, he was responsible for overseeing U.S. branded sales. Previously, Stephen served as Director of Equity Research, Portfolio Manager and Principal for Flippin, Bruce & Porter. Earlier in his career, he served as Director of Equity Research for the Retirement Systems of Alabama. After undergraduate school, Stephen began his career in the Trust Investment Department at AmSouth Bank.

Stephen earned his MBA from Auburn University Montgomery. He earned his BS in Finance from the University of Alabama.

 

JAMES N. FALBE, CFA

Principal, Equity Analyst

Jim Falbe joined Vulcan Value Partners in 2013. Prior to joining Vulcan Value Partners, Jim interned at the University of Notre Dame’s Investment Office while studying for his MBA at the Mendoza College of Business. Before business school, Jim worked with International Service Partners on humanitarian efforts throughout the Middle East and North Africa region. His notable projects included managing and eventually selling an English and computer training center that educated over two thousand students per year and establishing connections for ISP’s relief work in Libya and Egypt during the Arab Spring.

Jim earned his MBA in Investments from the Mendoza College of Business at the University of Notre Dame. He also holds both an MDiv and BA from Baylor University.

 

Associate Analysts

BRYAN TSIAO

Associate Analyst

Bryan Tsiao joined Vulcan Value Partners in 2016. Prior to joining Vulcan Value Partners, Bryan interned at Vulcan Value Partners for two semesters while working towards his degree at the University of Alabama. During his undergraduate career, Bryan was a member of the Culverhouse Investment Management Group, a student run value investing club at the University of Alabama, where he served as committee head of the Retail & Consumer Sector.

Bryan earned his BS in Commerce & Business Administration from the University of Alabama. Bryan majored in finance and specialized in insurance.

 

COLIN CASEY

Associate Analyst

Colin Casey joined Vulcan Value Partners in 2017. Prior to joining Vulcan Value Partners, Colin interned with Freycinet Capital Management, a value-oriented public equity fund specializing in emerging market companies. Before attending graduate school, Colin worked as a business teaching fellow at the Meltwater Entrepreneurial School of Technology in Ghana. In his time there, he delivered lectures to future entrepreneurs in topics ranging from financial modeling to competitive dynamics. Colin began his career as an analyst at Croft & Bender, a boutique investment bank specializing in middle market mergers and acquisitions and private capital raising.

Colin earned his MBA from the Darden School at the University of Virginia and holds a BS in Management from the Georgia Institute of Technology.

 

ANDREW LOFTIN, CFA

Associate Analyst

Andrew Loftin joined Vulcan Value Partners in 2017. Prior to joining Vulcan Value Partners, Andrew worked as a public equity investment analyst at Steinberg Asset Management. During business school, Andrew interned at MSD Capital where he focused on public equity investments. Prior to attending business school, Andrew was a public equity investment analyst at Clinton Group. Andrew began his career as an investment banking analyst at Merrill Lynch where he executed financing and advisory transactions for clients across a range of industries.

Andrew received his MBA from Columbia Business School, where he was a member of the Value Investing Program. He also holds a BA in Government from Georgetown University.

 

PETER INGE

Associate Analyst

Peter Inge joined Vulcan Value Partners in 2017. Prior to joining Vulcan Value Partners, Peter worked as an equity research analyst at Barclays Investment Bank in New York City on the Large-Cap Oil and Gas Exploration & Production team. In this capacity, he conducted fundamental analysis of twenty companies within the Large-Cap E&P space as well as macroeconomic and industry analysis. During his undergraduate career at the University of Alabama, Peter helped establish, launch, and direct the first investment banking organization at the University.

Peter earned his BS in Commerce and Business Administration with a major in Finance, double minor in Economics and Spanish, and a specialization in Investment Management from the University of Alabama. Peter has passed all three levels of the CFA consecutively and may be awarded the CFA Charter upon completion of the required work experience. Peter is a registered representative of ALPS Distributors, Inc.

 

Trenton Green

Associate Analyst

Trenton Green joined Vulcan Value Partners in 2018. Prior to joining Vulcan Value Partners, Trenton worked as a senior equity research associate at Manning & Napier, a long-only value-oriented public equity investment manager. During his time at Manning & Napier, he worked on the portfolio team dedicated to the management of Manning & Napier’s growth-oriented large cap and mid-cap funds.

Trenton earned his BS in Business Administration with a major in Financial Management and a double minor in Spanish and Economics from the University of Arkansas.

 

Alex Ozier

Associate Analyst

Alex Ozier joined Vulcan Value Partners in 2018. Prior to joining Vulcan Value Partners, Alex worked as an equity research associate at Morgan Stanley on the Oil Services team.

Alex earned his BSBA in Finance and Economics from the University of Louisville.

 

Traders

Anne

ANNE M. JONES

Principal, Director of Trading & Operations

Anne Jones 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.

 

MICHELE O’DANIEL

Trader

Michele O’Daniel joined Vulcan Value Partners in 2013. Michele has over 19 years of banking and financial experience. Prior to joining Vulcan, Michele worked at Regions Investment Management where she was primarily responsible for equity trading. Prior to trading, she worked in the operations area with responsibility for trade settlement, reconciliation, corporate actions and performance measurement. Michele began her career at AmSouth Bank in consumer banking and later worked in the Trust and Trust Operations areas at AmSouth Bank.

 

GEOFF KIKER

Trader

Geoff Kiker joined Vulcan Value Partners in 2013. Prior to joining Vulcan Value Partners, Geoff served as Taxable Bond Trader and Analyst for Regions Investment Management where he was responsible for securities analysis, trading and settlements. Prior to trading, Geoff worked in Regions Wealth Management Operations where he directed reconciliation, performance measurement and trade system support.

Geoff earned his BS in Finance at the University of Alabama at Birmingham, with dual concentrations in Financial Management and Investment & Institutions.

 

Data Analysts

MICHAEL KISER

Senior Data Scientist

Michael joined Vulcan Value Partners in 2014. Prior to his current role, Michael was in the portfolio accounting area at Vulcan.  Before joining Vulcan Value Partners, Michael served as Director of Securities Analysis for a mid-tier life insurance company in Birmingham.  Michael has over 20 years of experience in securities analysis, back-office operations and project management.

Michael earned his BS in Finance – Investments and Institutions from University of Alabama at Birmingham (UAB).

 

RANVEER KUMAR

Data Scientist

Ranveer joined Vulcan Value Partners in 2018. Prior to joining the firm, Ranveer interned at Vulcan Value Partners for 8 months.

Ranveer earned his MS in Electrical Engineering from the University of Alabama at Birmingham.

 

Walker Philips

Associate Data Scientist

Walker Philips joined Vulcan Value Partners in 2018. Prior to joining Vulcan, Walker was a risk assurance associate at PricewaterhouseCoopers, where he was responsible for IT auditing and consulting. He also earned his AA Advanced Robotic Process Automation Professional certification.

Walker earned his BS in Commerce and Business Administration. He majored in Management information Systems and earned a minor in Computer Applications and Technology. While at Alabama, Walker was the VP of Operations for the University of Alabama Steward Ambassadors

 

Alex Davis

Data Engineer

Alex Davis joined Vulcan Value Partners in 2018. Prior to joining, Alex worked as an investment banking analyst at Wells Fargo Securities in Corporate Finance Advisory in New York.

Alex earned his BS in Commerce and Business Administration with a major in Finance, double minor in Mathematics and Spanish, and a specialization in Quantitative Finance from the University of Alabama.

 

Support

STEPHANIE SUTTLES

Executive Assistant to the CEO

Stephanie Suttles joined Vulcan Value Partners in 2016.  Prior to joining Vulcan, Stephanie worked in Washington, DC for a Member of the House of Representatives.  Stephanie supports the CEO of Vulcan.

Stephanie earned her BS in Commerce and Business Administration at the University of Alabama.  She also earned her Juris Doctorate at the University of Alabama School of Law and is licensed with the Alabama State Bar.

 

ADDIE KATTMAN

Research Associate

Provides high-level support to the research process by preparing macroeconomic reports, maintaining weekly and monthly reports, and assisting the research team with special projects.

Addie earned her BS in Business Administration in Finance from the University of Alabama.

 

EMILY GARDINER

Research Associate

Provides high-level support to the research process by conducting research, preparing reports, processing information requests and maintaining schedules and calendars.

Emily earned her BS in Business Administration from the University of Montevallo.

 

THERESA DAVIS

Executive Assistant

Theresa joined Vulcan Value Partners in 2015. Prior to working at Vulcan Value Partners, Theresa was the Executive Assistant to the CEO, COO and Executive team at Atherotech Diagnostic Lab. Theresa provides executive assistance to the Research Team and is responsible for supporting the travel needs of the company.  Theresa has over 15 years of executive assistant experience.

 

*Vulcan Value Partners Large Cap, Focus, and Focus Plus Composites versus peer group of the eVestment US Large Cap Value Equity Universe for the period ending September 30, 2018 since inception as of January 19, 2018. Vulcan Value Partners Small Cap Composite versus peer group of the eVestment US Small Cap Value Equity Universe for the period ending September 30, 2018 since inception as of January 19, 2018.