| |
Our People
|
|
Richard T. Bean
Vice President and Portfolio Manager
Richard is a Vice President of CornerCap Investment Counsel. He is the senior equity analyst for Industrial and Consumer Staple sectors and a member of the investment committee. He comanages the CornerCap Small Cap Value Fund. Prior to joining the firm in 1996 he worked for an employee benefits and actuarial firm. He is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Atlanta. He is also a certified public accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA). Richard has a BS in Finance from the University of Southern Mississippi.
 back to top
|
|
|
Charlie is responsible for the trading at CornerCap Investment Counsel. He oversees all equity and fixed income trading as well as assisting in research on new investment products. Prior to joining CornerCap in 2008, Charlie was an equity trader on the New York Stock Exchange for 10 years with Goldman Sachs.
back to top |
|
|
Cannon is our Chief Investment Officer. He leads our weekly investment committee and is lead analyst for Consumer Discretionary, Technology and Telecom sectors. He joined CornerCap in June 2007, after being a client for over seven years. Prior to joining CornerCap, Cannon was a senior equity analyst at CIBC World Markets (formerly Oppenheimer), covering IT business services (2006-07), wireless services (2001-05), and emerging telecom (1998-05). Cannon has provided commentary on CNBC, CNN, Lou Dobbs MoneyLine, and Bloomberg News. He has also been quoted in The New York Times, The Wall Street Journal, Financial Times, and Fortune, among other publications. He was rated a five-star analyst by Zachs Research in 2006. Cannon has an MBA from Columbia Business School and a BA from Princeton University in Political Economy. Cannon is a member of Rotary International and serves on the Outreach Board of Teach for America Atlanta.
.
back to top |
|
|
Blucher is a Senior Vice President and is the Regional Managing Director for CornerCap Investment Counsel’s Charlotte office. He joined the firm in 2010 after six years with SunTrust Bank, its subsidiary GenSpring Family Offices, as well as SunTrust Private Wealth Management. Prior to his work at SunTrust, Blucher served in various capacities within the Trust and Investment Groups of Nations Bank. Blucher brings broad experience in trust, investments, finance, charitable, and estate planning as well as a strong commitment to customer service and relationship management. Blucher has a BA from University of North Carolina at Chapel Hill and graduated from The University of North Carolina at Chapel Hill’s Management Development Program. He is involved with lobbying and legislative advocacy efforts on behalf of ARTS North Carolina, The NC Museum of Art, and other arts organizations throughout North Carolina and serves on the Board of Directors of the North Carolina State Art Society of the North Carolina Museum of Art.
back to top |
|
|
John is Chief Compliance Officer and Operations Manager of CornerCap Investment Counsel. John and his staff's broad responsibilities include administering CornerCap's compliance with federal and state regulatory authorities, and maintaining and reporting accurate client account data. Prior to joining the firm in 1995, John worked in risk management at an Atlanta broker/dealer. John has a BA from the University of Virginia and an MAR from Yale Divinity School.
back to top |
|
|
Anno is a portfolio manager and is responsible for CornerCap Investment Counsel’s client service policies and procedures. Prior to joining CornerCap in 2004, Anno developed a successful wealth management practice at a financial services firm, having previously served as the chief operating officer for a substantial nonprofit organization. She has a BS in Management and an MBA in Finance from Georgia State University.
back to top |
|
|
Gene is Chairman Emeritus and co-founder of CornerCap Investment Counsel, which was incorporated in 1989. His previous positions included Vice President of Reich & Tang, a large New York City investment advisory firm, and President of RJR Investment Management Inc., the investment advisory subsidiary of RJR Nabisco. Gene also worked in mergers and acquisitions for R. J. Reynolds. Gene is involved with the firm's investment policies and strategies, and he also works with client development. Gene is frequently asked to lecture on topics related to investments and the financial markets. He has an MBA from the University of North Carolina at Chapel Hill and a BS in Mechanical Engineering from North Carolina State University.
back to top |
|
|
Kevin is Executive Vice President of CornerCap Investment Counsel. Prior to his joining CornerCap in 2007, he co-led the business development and client servicing activities of a global management consultancy. His clients included the senior-most executives of companies across North America, Europe, Asia, and Australia. He is responsible for developing the policies and activities associated with ongoing firm and client development. Kevin has extensive experience in the investment advisory business, as a consultant, client, and practitioner. Kevin has an MBA from Dartmouth College and a BA in Chemistry and Political Science from Williams College.
back to top |
|
|
Jeff is a Portfolio Manager of CornerCap Investment Counsel and is the senior equity analyst for Financial and Healthcare sectors. He is a member of the investment committee and manages our day-to-day execution of Fundametrics©. He comanages the CornerCap Balance Fund and the Large/Mid Cap Value Fund (formerly the Contrarrian Fund). Jeff joined CornerCap in 2000 and served as the firm’s trader for three years. He returned in 2004 in his present capacity. Jeff is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Atlanta. He has a BS in Finance from Oklahoma State University.
back to top |
|
|
Tom is CEO of CornerCap Investment Counsel and is a member of the investment committee. He and Gene Hoots co-founded the firm, which was incorporated in 1989. Tom is also President and Treasurer of the CornerCap Group of Funds. His previous positions included being Chief Investment Officer of RJR Investment Management, Inc., the investment advisory subsidiary of RJR Nabisco, and a consultant for Arthur Andersen & Co. He is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Atlanta. He is a certified public accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA). He has an MS in Industrial and Systems Engineering from Ohio University and an MBA from the University of North Carolina at Greensboro.
back to top |
|
|
Jennifer is Manager of Client Service Administration of CornerCap Investment Counsel. Prior to joining CornerCap in 2009, Jennifer served as a relationship specialist with Charles Schwab, assisting investment advisory firms in the Atlanta region. She previously worked in wealth management for a firm based out of Chicago with a 100-plus year history. Jennifer holds several FINRA licenses including Series 66, 7 and 9/10. She has a BA in Business Administration from The University of Florida.
back to top |
|
|
Mark is a Portfolio Manager of CornerCap Investment Counsel and is a member of the investment committee. Prior to joining CornerCap in 2009, Mark served as a portfolio manager and securities analyst at a local Atlanta investment advisory firm. He previously worked in the equity research department of SunTrust Robinson Humphrey. He is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Institute and the CFA Society of Atlanta. He has a BA in Economics from The University of the South–Sewanee.
back to top |
|
|
