Archive for February, 2010
Experience the SS&A Difference
Today’s financial landscape is confusing. Both the regulatory s
tructure and Wall Street have made it this way. Looking at recent history it is clear that Wall Street is not in the advice business, as most investors think. Instead, Wall Street is in the business of manufacturing and selling products. In our minds …
Investing for the Benefits
Our clients decide what they’d rather be doing than worrying about their money. Their choices are wide ranging, they include everything from unwinding to working to transform their world, in big ways and small ways. Here is a short list of ways our clients now invest their most valuable asset, time:
Build their business Travel
Join a …
George “Mackay” Salley, CFA
Mackay discovered his passion for investing when he was assigned to work in the Pension department during his time at DuPont in the late 1960’s.
Mackay serves as Smith Salley’s Chairman, Growth Manager and Chief Investment Officer. To get to where he is today, Mackay earned a Bachelor of Science in Business Administration from The …
G. Gregory Smith, Jr.
Gregory’s drive and commitment to detail has served him well as the founder of Smith Salley. His dedication to his clients’ long term success is second to none and sets the tone for the firm. Prior to starting Smith Salley, Gregory was a portfolio manager at Franklin Street Partners in Chapel Hill where he gained experience in portfolio …
James S. Agnew “Jim”
Portfolio Manager, Analyst
Jim comes to Smith, Salley & Associates with 50 years of experience in research and portfolio management. Jim retired from CCB/SunTrust after 35 years with the bank after working in various capacities, most recently as senior portfolio manager in the Wealth and Investment Management division.
Jim specializes in value equities as well as taxable and tax free …
Andrew D. Davis, CFA
Portfolio Manager, Chief Compliance Officer
Andrew’s responsibilities include investment idea generation and portfolio management. He joined Smith, Salley and Associates, LLC in March of 2006 with ten years of experience in both fixed income and equity research and portfolio management. Prior to joining SS&A, Andrew managed personal and institutional portfolios for SunTrust Banks in Charlotte, NC. …
E. Scott Batchelor Jr., CFP®
Certified Financial Planner™, Trader, Analyst
Scott got his start with Smith Salley as a summer intern while attending the Kenan-Flagler Business School at the University of North Carolina in 2005. In May 2006, upon earning his Bachelor of Science in Business Administration from UNC, Scott came on as a …
H. Brian May
Portfolio Manager, Analyst
Prior working at SS&A, Brian was senior portfolio manager for Jonathan Smith & Co. in Greensboro. In his 14 years at Jsco, he gained experience in equity research, portfolio management and client care. At SS&A, Brian’s primary focus is on equity research and portfolio management.
Brian is the last of nine children and grew up …
Partners & Associates
At SS&A, we’ve assembled the experienced and trusted team you need. And, importantly for you, we’ve assembled your team in an independent, fee-only practice that squarely aligns our interests and incentives with your best interests.