Portfolio Management

 Portfolio Management Team

Mark W. Livesay, CFA

Mark W. Livesay began his career in 1999 at Ellwood & Associates. In 2002, he joined the Dreyfus Corporation as an analyst. In 2005, he became a Vice President, Equity Research with the United States Trust Company. In 2008 he became an associate analyst with Stifel Nicolaus & Company. Mark joined CMC in 2010 as a Portfolio Manager and a member of the Investment Policy Group. He is a member of CFA Virginia.

Timothy Colin Call, CFA, MBA

Timothy C. Call began his career in 1990 with the Dalkon Shield Claimants Trust. In 1995, he joined Lowe Brockenbrough & Company as a research analyst, rising to Director of Research in 2001. Tim joined CMC in 2006 from Beacon Trust Company, where he served as Chief Investment Officer. Tim serves as Chief Investment Officer and Chairman of the Investment Policy Group. He is a member of CFA Virginia.

M. Scott McFadden, Jr., CFA, MBA

M. Scott McFadden, Jr., began his career in 1972 with South Carolina National Bank and subsequently became president of the bank’s investment subsidiary. In 1980, he joined Wheat Investment Advisors as a Vice President and Senior Portfolio Manager. In 1985, he became a Vice President with Capitoline Investment Services and was a member of their Policy and Strategy Group. Scott joined CMC in 1991 as a Portfolio Manager and member of the Investment Policy Group. He is a member of CFA Virginia.

 

Wealth Management

Wealth Management Team

Kenneth L. Walker, MBA

Kenneth L. Walker began his career in the Trust Department of First & Merchants National Bank (now Bank of America) in 1974. Subsequently, he spent almost ten years with United Virginia Bank and its investment subsidiary, Capitoline Investment Services (now SunTrust Bank) before joining T. Rowe Price in 1988 as President of one of its operating subsidiaries. Ken joined CMC in 2002 as Managing Partner and Compliance Officer and is a member of the Investment Policy Group. He is a member of CFA Virginia.

Preston S. Smith

Preston S. Smith began his career in 1980 at Wheat First Securities. After spending 8 years in New York City, Preston returned to Richmond where he co-founded The Tredegar Trust Company in Richmond, VA and served as the Executive Vice President and Chief Financial Officer. In 1997, he joined Lowe Brockenbrough & Company as a Vice President. Preston joined CMC in June of 2006 as Director of Private Client Group and Servicing.

J. Thomas Antonelli, Jr., CFA

J. Thomas Antonelli, Jr. has held a number of investment management positions over his 35 year career. Starting with Wheat & Company in 1972, he became head of the Managed Accounts Department in 1983 and moved to Legg Mason Wood Walker Inc. in 1987. Prior to joining CMC Tom was a Senior Portfolio Manager and Principal at Flippin, Bruce & Porter, Inc. He is a Chartered Financial Analyst and member of CFA Virginia.



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