Operations Team

RICHARD DAVIS

Principal, Chief Financial Officer, Chief Operating Officer

Richard Davis joined Vulcan Value Partners in 2013. Richard has over 25 years of experience in financial services including banking, financial management, and private equity. Prior to joining Vulcan Value Partners, Richard served as Director of Investments with Harbert Management’s Private Equity group where he was responsible for the origination, valuation, structuring, and management of private equity investments targeting lower middle-market companies. In addition, Richard has served on the Board of Directors for several closely-held companies. Richard began his career as a Corporate Banker for First Union National Bank.

Richard earned his MBA in Finance and a BS in Business Administration from the University of Alabama.

 

PHILLIP WIGINTON

Director of Data Management

Phillip joined Vulcan Value Partners in 2016. Prior to joining Vulcan Value Partners, Phillip managed the Investment Systems group at a mid-tier life insurance company in Birmingham. In this role, Phillip provided front, middle and back office systems solutions for the investments operation. Prior to that role, Phillip founded and led a software consulting company for 21 years. Phillip has over 35 years of experience in project management and technology integration providing solutions for business needs.

Phillip earned his BS in Business Administration from Samford University.

 

Darryl Wine

Senior Systems Analyst

Darryl joined Vulcan Value Partners in 2018.  Darryl has over 25 years of experience in software engineering, data management, and technology integration.  Prior to joining Vulcan Value Partners Darryl supported the Investment Systems group at a mid-tier life insurance company in Birmingham.

Darryl earned his BS in Electrical Engineering from the University of Alabama.

 

Portfolio Accounting

CANDACE EDWARDS

Principal, Director of Portfolio Accounting

Candace Edwards joined Vulcan Value Partners in 2010. Prior to joining the firm, Candace worked for Harbinger Capital Partners as a fund accountant. Her responsibilities included back office support for multiple hedge funds with total AUM exceeding $10B, monitoring trading activity and cash movement between trader, brokers and outside administration, daily reconciliation and gathering month end pricing data for portfolios. Prior to that, Candace worked as an accounting supervisor in the cash and investments department for Life of the South Insurance Company.

Candace has a BS in Business Administration with an emphasis in Accounting from the University of Southern Mississippi.

 

JASON DEES, CIPM

Portfolio Accountant

Jason joined Vulcan Value Partners in 2015 and has over 15 years of experience in the financial services industry. Jason performs daily reconciliation, trade settlement, and performance measurement. In 2017, Jason earned the right to use the Certificate in Investment Performance Measurement designation. The CIPM designation attests to a certificate holder’s success in a rigorous and comprehensive study program in the field of investment performance evaluation and presentation.

Jason has a BS in Business Administration/Finance from Auburn University and earned his MBA from the University of Alabama at Birmingham.

 

KELLY JERRELL

Portfolio Accountant

Kelly joined Vulcan Value Partners in 2016. Prior to working at Vulcan Value Partners, Kelly was a senior asset liability analyst for Iberia Bank forecasting and managing interest rate risk of the firm’s $20 billion balance sheet.  Prior to this Kelly worked with Sterne Agee & Leach Inc. for nearly 10 years.  Over that time, his roles included broker dealer fixed income trading support, settlement and back office support for the firm’s MBS trading, and as an asset liability management analyst for the firm’s community bank clients.

Kelly has a Bachelor of Science in Finance with a double concentration in both Financial Management and Investments & Institutions from the University of Alabama at Birmingham (UAB). Kelly is a registered representative with ALPS Distributors, Inc.

 

Operations

LESLIE BOSHELL

Operations Specialist

Leslie joined Vulcan Value Partners in 2013. Prior to Vulcan Value Partners, Leslie worked as a trader and accountant for Hansen-Mueller. Leslie supports trading desk with daily tasks including security setup, global confirmations, and managing free receipts for new and existing accounts while also providing operational support for new client onboarding, account maintenance, and client reporting.

Leslie earned her BS in Business Administration in Marketing from University of Montevallo.

 

LOCKETT LAGROUE

Operations Specialist

Lockett LaGroue joined Vulcan Value Partners in 2014. Prior to joining Vulcan Value Partners, Lockett spent a total of 13 years at two regional investment firms, where she held various positions ranging from Investment Analyst to Client Service and Operations Manager. Her primary responsibilities included generating proposals and analytics for financial advisors and educating advisors on managed platform offerings and operational procedures of managed accounts. She served as primary liaison between advisors and asset managers, spearheading managed account conversions, training advisors on account opening procedures, and managing all new account documentation and account maintenance processes.

Lockett has a BA in History from the University of Alabama.

 

Compliance

Ashley Morris

Interim Chief Compliance Officer

Ashley Morris joined Vulcan Value Partners in 2018. Prior to joining Vulcan Value Partners, Ashley served as a Senior Vice President at Regions Bank, where she was responsible for risk oversight for Regions Wealth Management. Previously she worked for Cook & Bynum Capital Management, where she was Director of Fund Operations and Compliance. Prior to that, Ashley was a Corporate Finance Analyst with the Robinson-Humphrey Company.

Ashley earned her MBA with a concentration in Finance from the University of Alabama. She also has a BS in History and French with a minor in Markets and Management from Duke University.

 

BEN FOSTER

Compliance Officer

Ben assists the Chief Compliance Officer in developing and testing the firm’s compliance program in order to ensure the firm is in compliance with both federal regulations as well as client guidelines.

Ben earned his BS in Telecommunication & Film and his MBA in Strategy and Operations from the University of Alabama.

 

LEE CHAMBLISS, CSCP®; IACCP®

Compliance Officer

Lee joined Vulcan Value Partners in 2016. Lee has over 20 years in the securities industry. Prior to joining Vulcan Value Partners, he was Senior Compliance Officer with Sterne Agee. In that capacity, he served as the senior options principal (ROSFP) and senior advertising principal for both broker-dealers.  He also served as the CCO for the independent Financial Advisor division’s Municipal Advisor activities.  He was also a principal for the swaps and commodity futures business of Sterne Agee.    He has passed FINRA licenses for Series 7 and 24, and holds a Certified Securities Compliance Professional Designation from the National Society of Compliance Professionals and Investment Advisor Certified Compliance Professional designation from NRS.

Lee earned his BA in Economics from Birmingham-Southern College. Lee is a registered representative with ALPS Distributors, Inc.

 

Information Technology

JOHN RAY

Director of IT

John Ray joined Vulcan Value Partners in 2015. Prior to joining Vulcan Value Partners, John was the Director of IT for a major restaurant franchisee, where he was responsible for all IT infrastructure, security, and compliance for over 60 locations. Prior to that, John worked as an IT Manager for a Blue Cross/Blue Shield of Alabama subsidiary, Cahaba GBA. While there, John led a team that included help desk support, application development, business and technical analysis, data warehousing, and server and network engineering. He has led efforts including data center transitions, systems implementation, technical and security audits, as well as IT vendor management and oversight.

John earned his BS in Business Administration with a major in Management Information Systems from Auburn University.

 

MIKE STREUFERT

IT Coordinator

Mike joined Vulcan Value Partners in 2017. Prior to joining Vulcan Value Partners, Mike was an Information Technology Technician at the Eternal Word Television Network, where he was responsible for the technology needs of over 300 users located worldwide. He has been involved in Information Technology for over twenty years.

Mike has an Associate Degree in Computer Programming from Virginia College at Birmingham, is a Cisco Certified Network Associate in Routing and Switching and holds CompTIA A+, Network+, and Security+ certifications.

 

Financial Reporting

LOUIS ANDERSON, CPA

Controller

Louis joined Vulcan Value Partners in 2015. Prior to working at Vulcan Value Partners, Louis was a financial analyst for FireRock Building Materials, a New Capital Partners Company. Louis is responsible for the comprehensive management of all corporate accounting functions for the company including financial reporting, budgeting, tax, general ledger, policies and procedures to ensure proper internal controls related to accounting and finance.

Louis earned his BS in Business Administration in Accounting from the University of Alabama. Louis has passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

 

DIANE WOODS

Staff Accountant

Diane joined Vulcan Value Partners in 2014. Prior to Vulcan Value Partners, Diane worked in the accounting department for Mayer Electric. Diane supports the Controller and CFO in corporate accounting for Vulcan. Responsibilities include financial reporting, cash management, accounts receivable, accounts payable and payroll.

Diane earned her BS in Business and Public Administration in Accounting from the University of Texas in Dallas.

 

Human Resources

SHAWNA SAMFORD, SPHR

Director of Human Resources

Shawna joined Vulcan Value Partners in 2016. Shawna is a Human Resources leader with over 14 years of experience, primarily in the financial and software industries. Prior to joining Vulcan Value Partners, Shawna served as the HR Manager for Greenway Health. Shawna has extensive experience in all areas of human resources including training and development, recruiting, performance management, organizational development, succession planning, process consulting, and employee relations. Shawna is passionate about driving change and innovation, leveraging technology, and fostering high-performing, engaged cultures.

Shawna earned her MA in Social-Organizational Psychology from Columbia University. She also has a BA in Psychology from Emory University. Shawna holds a Senior Professional in Human Resources certification.

 

Support

LAURIE RAPIER

Executive Assistant, Office Manager

Laurie joined Vulcan Value Partners in 2016. Prior to joining Vulcan Value Partners, she worked in Administration and Human Resources at Viva Health.

Laurie provides executive assistance in addition to general administrative support to the entire office. She manages the copy room, office supplies, maintenance, repair, and handling of special projects.

Laurie earned her Bachelor of Science in Communications from the University of Alabama.

 

DELIA DARDEN

Administrative

Delia joined Vulcan Value Partners in 2013. Prior to joining Vulcan Value Partners, Delia worked in management at Sam’s Club.

Delia supports all Vulcan employees by directing incoming calls, managing schedules, and providing administrative support.

 

KIMBERLY HARWELL

Administrative

Kimberly joined Vulcan Value Partners in 2018. Prior to joining Vulcan Value Partners, she served as Executive Assistant at P & S Logistics.

Kimberly earned her BS in Business Administration and Marketing from Auburn University.