Experience
- Joined the Silverleafe Capital Partners team in 2010 as Director of Investments
- Designs and implements the framework for the firm’s proprietary strategies
- Responsible for active management of the strategies to include developing and implementing all changes, monitoring, testing and trading
- Directs firm’s equity and fixed income analysis, from both fundamental and technical standpoints
- Co-Chairs Investment Committee
- Authors and distributes periodic market/economic commentary to clients and prospects
- Advising clients and managing portfolios since 2002
- Prior to joining Silverleafe, served as Vice President at Morgan Asset Management and was the lead analyst and co-manager of two proprietary large-cap mutual funds
Education & Recognition
- Graduated with a Bachelor of Business Administration in 2000 and a Master of Business Administration in 2001 from Millsaps College
- Guest lecturer, University of Mississippi (’14) and Christian Brothers University M.B.A. Program (’18)
- Holds the Chartered Financial Analyst designation
- Eagle Scout
Leadership & Community Involvement
- Board member of the General Louis Wilson Fund of Millsaps College
- Serves in Christ United Methodist Church Athletic Ministry
- Den Leader for Cub Scout Pack 241, Christ United Methodist Church
- Serves the Salvation Army’s “Young Army” with his family
- Has three children, Charlie, Clark, and Hank, with his wife, Katherine